REYL Overseas provides portfolio management for individuals and small businesses.
REYL Overseas reports 192 clients. They include 149 individual clients, 27 high-net-worth individuals and 16 insurance companies. Of its assets, 34.5% ($159M across 59 accounts) are managed with discretion; $302M across 133 accounts are not. Of its clients, 41% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 78% | 9% |
| High-net-worth individuals | 14% | 76% |
| Insurance companies | 8% | 15% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 149 | $41.6M | 9.0% | $279K |
| High-net-worth individuals | 27 | $350M | 75.8% | $13M |
| Insurance companies | 16 | $70.3M | 15.2% | $4.39M |
| Total | 192 | $462M | 100% | $2.4M |
- Clients
- 149
- Regulatory AUM
- $41.6M
- AUM share
- 9.0%
- Avg. per client
- $279K
- Clients
- 27
- Regulatory AUM
- $350M
- AUM share
- 75.8%
- Avg. per client
- $13M
- Clients
- 16
- Regulatory AUM
- $70.3M
- AUM share
- 15.2%
- Avg. per client
- $4.39M
Total
- Clients
- 192
- Regulatory AUM
- $462M
- AUM share
- 100%
- Avg. per client
- $2.4M
- Clients outside the U.S.
- 41%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
REYL Overseas charges 0.80%–1.20% for its Asset Management Service Fee. The brochure does not state whether the rate is annual. The fee is billed in arrears, is negotiable and has a $10,000 annual minimum.
Fee details and sources
Intesa Sanpaolo Wealth Management Sa owns 75% or more of REYL Overseas and is in turn owned by Fideuram - Intesa Sanpaolo Private Banking S.p.a. (50–75%) and RB Participations Sa, in Liquidation (25–50%). Elias Bachmann is CEO; the leadership team includes Chief Investment Officer Jack Loudoun, Chief Operating Officer Natacha Ebener and Chief Compliance Officer Lisa Hardinghaus. It has 11 employees, 8 of them in advisory roles.
Leadership
- Elias BachmannChief Executive Officer
- Natacha EbenerChief Operating Officer
- Lisa HardinghausChief Compliance Officer
- Christian BauerManaging Director
- Emanuele CastroChairperson of the Board
- Cyril CharrabeExecutive Director
- Liane Magda Elias HoffmannBoard Member
- Ignacio FigueredoExecutive Director
- Kyoko Kawasaki-SchmelzManaging Director
- Jack LoudounChief Investment Officer
- Lorenzo Rocco Di TorrepadulaBoard Member
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 11 employees
- 8 in advisory functions
- 1 state-registered rep
- 16 soliciting firms
- Owns 75% or more of Reyl Overseas LTD.
Intesa Sanpaolo Wealth Management Sa
Control person · since November 2011
- Owns 50% to 75% of Intesa Sanpaolo Wealth Management Sa
Fideuram - Intesa Sanpaolo Private Banking S.p.a.
Control person · since May 2021
- Owns 75% or more of Fideuram - Intesa Sanpaolo Private Banking S.p.a.
Intesa Sanpaolo S.p.a.
Control person · since May 2021
- Owns 25% to 50% of Intesa Sanpaolo Wealth Management Sa
RB Participations Sa, in Liquidation
Control person · since January 2026
REYL Overseas’ regulatory assets grew from $415M (March 2021) to $462M (September 2026); clients rose from 141 to 192 and employees from 8 to 11.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| September 2026 | $462M | 192 | 11 | 1 |
| March 2025 | $333M | 172 | 10 | 1 |
| July 2024 | $322M | 153 | 8 | 1 |
| July 2023 | $267M | 147 | 9 | 1 |
| May 2022 | $297M | 171 | 8 | 1 |
| March 2021 | $415M | 141 | 8 | 1 |
Besides its headquarters, REYL Overseas has 0 offices, with 1 listed address with no US state reported.
Contact and registration details
- Legal name
- Reyl Overseas LTD.
- Headquarters
- 65 Talstrasse, Zürich, Switzerland 8001
- Website
- reyl-overseas.com
- Phone
- 41587179400
- SEC file
- 801-70959
- Founded
- 2011
- Structure
- corporation organized in Switzerland
- Fiscal year end
- December
REYL Overseas uses Intesa Sanpaolo Wealth Management Sa ($374M, 85%) and Julius Baer ($67.9M, 15%) as custodians for its separately managed accounts. REYL Overseas has custody of client assets.
- Intesa Sanpaolo Wealth Management SaIntesa Sanpaolo Wealth Management Sa · Geneva · $374M85%
- Julius BaerJulius Baer · Zurich · $67.9M15%
At year end, REYL Overseas’ separately managed accounts were largely in stocks (40%) and bonds (23%).
What the accounts hold
- Stocks40%
- Bonds23%
- Investment grade corporate bonds15%
- U.S. government and agency bonds5%
- High-yield corporate bonds3%
- Cash5%
- Other32%
- Alternative investments & structured products & precious metals & real estate funds31%
- Derivatives1%
How many clients does REYL Overseas have?
REYL Overseas has 192 clients and manages $462 million for them, as of September 2026. They include 149 individual clients, 27 high-net-worth individuals and 16 insurance companies.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 24 September 2026
What services does REYL Overseas offer?
REYL Overseas provides portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does REYL Overseas charge?
REYL Overseas charges 0.80%–1.20% for its Asset Management Service Fee. The brochure does not state whether the rate is annual. The fee is billed in arrears, is negotiable and has a $10,000 annual minimum.
Source: REYL OVERSEAS FORM ADV BROCHURE 2026, filed 24 September 2026
Which custodians does REYL Overseas use?
REYL Overseas’ separately managed account assets are held at Intesa Sanpaolo Wealth Management Sa (Geneva), with $374M and Julius Baer (Zurich), with $67.9M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 September 2026
How many financial advisors does REYL Overseas have?
REYL Overseas has 1 investment adviser representative registered with state securities authorities, out of 11 employees, and 8 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does REYL Overseas invest in?
At the end of its last fiscal year, REYL Overseas’ separately managed accounts held 40% exchange-traded equities, 31% other, 15% investment grade corporate bonds, 5% U.S. government and agency bonds, 5% cash and equivalents, 3% high-yield corporate bonds and 1% derivatives. The 31% other category is described as: Alternative Investments & Structured Products & Precious Metals & Real Estate Funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns REYL Overseas?
REYL Overseas is owned through a chain of holding companies by Intesa Sanpaolo S.p.a. and RB Participations Sa, in Liquidation. Its direct owner is Intesa Sanpaolo Wealth Management Sa (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 24 September 2026
How does REYL Overseas get paid?
REYL Overseas is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact REYL Overseas?
REYL Overseas’ main office is at 65 Talstrasse, Zürich, Switzerland 8001. Its phone number is 41587179400. Its website is reyl-overseas.com.