{"url":"https://nivawealth.com/firms/reyl-overseas-152526","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/152526","regulatoryAum":461638901,"crd":"152526","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4969156","suffix":null,"lastName":"BACHMANN","firstName":"ELIAS","middleName":"PETER"},{"crd":"6470669","suffix":null,"lastName":"BAUER","firstName":"CHRISTIAN","middleName":"(NMN)"},{"crd":"8230058","suffix":null,"lastName":"CHARRABE","firstName":"CYRIL","middleName":"NMN"}],"total":3,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-31","regulatoryAum":414600000,"clients":141,"employees":8,"offices":1},{"filedOn":"2022-05-16","regulatoryAum":296724782,"clients":171,"employees":8,"offices":1},{"filedOn":"2023-07-19","regulatoryAum":267212594,"clients":147,"employees":9,"offices":1},{"filedOn":"2024-07-17","regulatoryAum":322259770,"clients":153,"employees":8,"offices":1},{"filedOn":"2025-03-24","regulatoryAum":333280626,"clients":172,"employees":10,"offices":1},{"filedOn":"2026-09-24","regulatoryAum":461638901,"clients":192,"employees":11,"offices":1}],"secFileNumber":"801-70959","legalName":"Reyl Overseas LTD.","displayName":"REYL Overseas","slug":"reyl-overseas-152526","website":"https://reyl-overseas.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://ch.linkedin.com/company/reyl-overseas-ltd","founded":"2011","organization":"corporation organized in Switzerland","fiscalYearEnd":"December","headquarters":{"street":"65 Talstrasse","city":"Zürich","state":"","stateName":"","country":"Switzerland","postalCode":"8001"},"tradeNames":[],"registration":{"secApproved":"4 January 2010","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":2223509.4943181816,"staff":{"employees":11,"advisory":8,"brokerDealerReps":0,"insuranceAgents":0,"promoters":16},"aum":{"regulatory":461638901,"discretionary":159246430,"discretionaryAccounts":59,"nonDiscretionary":302392471,"nonDiscretionaryAccounts":133,"wrapProgram":null,"nonUsClientsPct":41,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":149,"regulatoryAum":41601878},{"label":"High-net-worth individuals","clients":27,"regulatoryAum":349735793},{"label":"Insurance companies","clients":16,"regulatoryAum":70301230}],"feePrograms":[{"role":"main","program":"Asset Management Service Fee","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058923","versionId":1058923,"ratePeriod":"not_stated","fee_billing":"arrears","submittedOn":"2026-09-24","documentName":"REYL OVERSEAS FORM ADV BROCHURE 2026","fee_rate_low":0.8,"fee_rate_high":1.2,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":"annual","fee_minimum_annual":10000}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T09:29:39.006509+00:00","documents":[{"name":"REYL OVERSEAS FORM ADV BROCHURE 2026","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058923","versionId":1058923,"submittedOn":"2026-09-24"}]},"custodians":[{"name":"Intesa Sanpaolo Wealth Management Sa","shortName":"Intesa Sanpaolo Wealth Management Sa","location":"Geneva","smaAssets":374402002},{"name":"Julius Baer","shortName":"Julius Baer","location":"Zurich","smaAssets":67907733}],"custodyNote":"REYL Overseas has custody of client assets.","otherCustodians":[],"leadership":[{"name":"Elias Bachmann","title":"Chief Executive Officer","crd":"4969156"},{"name":"Natacha Ebener","title":"Chief Operating Officer","crd":"8230041"},{"name":"Lisa Hardinghaus","title":"Chief Compliance Officer","crd":"8230038"},{"name":"Christian Bauer","title":"Managing Director","crd":"6470669"},{"name":"Emanuele Castro","title":"Chairperson of the Board","crd":"8334742"},{"name":"Cyril Charrabe","title":"Executive Director","crd":"8230058"},{"name":"Liane Magda Elias Hoffmann","title":"Board Member","crd":"7958195"},{"name":"Ignacio Figueredo","title":"Executive Director","crd":"7873081"},{"name":"Kyoko Kawasaki-Schmelz","title":"Managing Director","crd":"7530263"},{"name":"Jack Loudoun","title":"Chief Investment Officer","crd":"7772371"},{"name":"Lorenzo Rocco Di Torrepadula","title":"Board Member","crd":"5990547"}],"ownership":[{"label":"Intesa Sanpaolo Wealth Management Sa","detail":"Shareholder in the 75% or more ownership band and a control person, since November 2011."},{"label":"Intesa Sanpaolo S.p.a.","detail":"Indirect owner: a shareholder of Fideuram - Intesa Sanpaolo Private Banking S.p.a. in the 75% or more band and a control person, since May 2021.","parent":"Fideuram - Intesa Sanpaolo Private Banking S.p.a."},{"label":"Fideuram - Intesa Sanpaolo Private Banking S.p.a.","detail":"Indirect owner: a shareholder of Intesa Sanpaolo Wealth Management Sa in the 50% to 75% band and a control person, since May 2021. Also a shareholder of RB Participations Sa, in Liquidation in the 75% or more band and a control person, since May 2021.","parent":"Intesa Sanpaolo Wealth Management Sa"},{"label":"RB Participations Sa, in Liquidation","detail":"Indirect owner: a shareholder of Intesa Sanpaolo Wealth Management Sa in the 25% to 50% band and a control person, since January 2026.","parent":"Intesa Sanpaolo Wealth Management Sa"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"41587179400","stateRegisteredReps":1,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"activities":["Portfolio management for individuals and/or small businesses"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":40},{"label":"U.S. government/agency bonds","percent":5},{"label":"Investment grade corporate bonds","percent":15},{"label":"Non-investment grade corporate bonds","percent":3},{"label":"Derivatives","percent":1},{"label":"Cash and cash equivalents","percent":5},{"label":"Other","percent":31,"detail":"Alternative Investments & Structured Products & Precious Metals & Real Estate Funds"}],"privateFunds":0},"sources":{"adv1FilingDate":"24 September 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/152526/PDF/152526.pdf","brochureDate":"24 September 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058923","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does REYL Overseas have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does REYL Overseas offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does REYL Overseas charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does REYL Overseas use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does REYL Overseas have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does REYL Overseas invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns REYL Overseas?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does REYL Overseas get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact REYL Overseas?","answer":"REYL Overseas’ main office is at 65 Talstrasse, Zürich, Switzerland 8001. Its phone number is 41587179400. Its website is reyl-overseas.com.","source":"Form ADV Part 1A, Item 1.F, filed 24 September 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}