SYB | Your investment Concierge

Your Investment Guardian

Strip the obstacles to select investments by yourself so that you minimise downside risks and capture upsides. We give you the same tools used by the most sophisticated investment consultants and asset managers. You can be sure that your investment strategy serves your needs, not those of an intermediary.

Take control of your investments and start saving time and money with SYB today.

What you gain

Features Benefits for you
  Institutional Products Access the products you need to match your sophistication.
  Portfolio Scoring Understand how your advisers are managing your money. Dump bad advisers and switch to better ones.
  Asset-Liabilities Modules Design the strategy your cash flow requirements demand.
  Fund Selector Hold onto the providers who can manage your money best.
  Portfolio Execution Eliminate hurdles and invest faster with our easy-to-use tools.
   Support Get any information when you want it to make better-informed decisions.

Why us?

We’ll turn you into your own financial advisor. We’ll be your single point of access to a wealth of institutional products, information and expertise. Whether you’re a family officer or a private investor, SYB will work for you.

Family officers

  • Benchmark your providers
  • Reduce the money spent on investment search and selection
  • Make better investment decisions
  • Streamline your processes and database management
  • Get the information you need, when you need it
  • Customise our tools to your needs

If you need an expert review of your portfolios or maybe you are not too sure of your investment broker, kindly shoot us a mail at

We can also customize our business tools to fit your needs.

Private Investors

  • Robust DIY investment management tools designed by experienced institutional and family office investors
  • Get access to strategies and products usually reserved for family offices
  • Simple technology that requires less input to yield maximum results in your portfolio

Four easy steps to
fix the puzzle

  1. Understand your situationYou’ll get a portfolio score showing if you’re getting the best advice at the right price
  2. Understand your options Plan your future cash flows and choose your objective among capital preservation, growth or income yield...
  3. Decide on your risk levelOur tools will help you benchmark risk levels for different asset mixes so you can choose a diversified mix of investments that will help you achieve your financial targets
  4. Choose how to manage your investmentsYou can do it yourself or automatically, depending on how involved you want to be


We’ll give you a free Portfolio Scoring Analysis plus a
free one-month trial of our AA+ account.


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