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Reyl Overseas Ltd.

Updated today

Client AUM

$391,337,671

Clients

176

Advisors

3

of 11 employees

About

ROVS provides wealth management and investment advisory services primarily to high-net-worth and individual clients and also accepts institutional relationships such as insurance companies and pooled investment vehicles. The firm offers both discretionary asset-management mandates and non-discretionary, trade-by-trade advisory mandates, managing client assets in separately held accounts at third‑party custodians; as of December 31, 2025 it reported approximately $159.2 million discretionary and $302.4 million non‑discretionary under management.

ROVS’ investment process emphasizes top‑down asset allocation and international diversification, using model portfolios as general guides that are tailored to each client’s objectives, risk tolerance and constraints. Portfolios may include equities, fixed income, structured products and derivatives, and the firm may employ hedging strategies to adjust equity or currency exposure; non‑discretionary clients receive recommendations that require client approval before implementation.

Compared with many peers, ROVS is affiliated with a banking group—wholly owned by Intesa Sanpaolo Wealth Management SA—and shares supervised personnel and investment inputs with that affiliate, arrangements the brochure identifies and discloses as part of its oversight and potential conflicts framework. The firm’s client mix and business model are also atypical for its peer group: it reports a substantial non‑U.S. client component, engages with insurance‑company clients, and maintains a larger proportion of non‑discretionary assets than is common among supported firms.

Client services

Portfolio management

Expertise

Wealth management Active portfolio management Private / alternative investments Cross-border / expatriate tax planning

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Fee options

Percentage

0.8% to 1.2% of assets under management or assets under advisement

Performance-based

Performance-based fees for qualified clients with at least $1,000,000 AUM/AUA, subject to individualized agreements

Other

Account minimum: $1,000,000 Minimum fee: Minimum annual fee of $10,000

Most active in

California · Delaware · Florida · Massachusetts · New York · Texas

Also doing business as

Reyl Overseas Ltd. · Solitaire Overseas Ltd.

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Christian B

Remote

Reyl Overseas Ltd.

Christian Bauer is an advisor at Reyl Overseas Ltd. with 12 years of industry experience, having worked at REYL & Cie Ltd and Reyl Overseas since 2014. Reyl Overseas Ltd. provides wealth management and investment advisory services primarily to high-net-worth individuals and institutional clients, including insurance companies and pooled investment vehicles. The firm utilizes a top-down asset allocation approach with international diversification and manages both discretionary and non-discretionary mandates.

Wealth management Active portfolio management Private / alternative investments Cross-border / expatriate tax planning
user avatar

Elias B

Series 66

Remote

Reyl Overseas Ltd.

Elias Bachmann is a financial advisor with Reyl Overseas Ltd. holding a Series 66 designation and 20 years of industry experience. He previously worked at BSW Wealth Partners for 15 years and Wells Fargo Clearing for 4 years. Reyl Overseas Ltd. provides wealth management and investment advisory services primarily to high-net-worth individuals and institutional clients, including insurance companies. The firm employs a top-down asset allocation approach with international diversification, managing both discretionary and non-discretionary portfolios that incorporate various asset classes and may use hedging strategies.

Wealth management Active portfolio management Private / alternative investments Cross-border / expatriate tax planning
user avatar

Cyril C

Remote

Reyl Overseas Ltd.

Cyril Charrabe is a financial advisor at Reyl Overseas Ltd. with eight years of prior experience at Credit Suisse and two years at UBS. He joined Reyl Overseas in 2025 and has a total of zero years of industry experience listed under his current role. Reyl Overseas Ltd. provides wealth management and investment advisory services primarily to high-net-worth individuals and institutional clients. The firm manages both discretionary and non-discretionary mandates, emphasizing top-down asset allocation and international diversification tailored to client objectives and risk tolerance.

Wealth management Active portfolio management Private / alternative investments Cross-border / expatriate tax planning
View complete list of advisors at this firm
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