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  • Solutions
    • Your Benefits
    • Asset Management
    • Portfolio-Consulting
    • Wealth Planning
  • Philosophy
  • About us
    • Profile
    • Contact persons
    • Job offers
    • Regulation
  • Contact
HomeImpressum

Ameliora Wealth Management Ltd. is a truly independent, Swiss based investment adviser exclusively servicing US persons by safeguarding and diversifying their wealth internationally.

 

Ameliora Wealth Management Ltd. is registered as an investment adviser with the SEC under the US Investment Advisers Act of 1940.

 

 

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Customer Relationship Summary

Please read our Customer Relationship Summary («CRS Form») for your information.

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Our Investment Process

Understanding our clients’ needs is the foundation of our wealth management philosophy and process. We formulate sophisticated wealth management advice and present appropriate investment strategies that best fit your desired goals and expectations. Once a wealth management plan has been established, an investment strategy is chosen and implemented. We judge investment opportunities by evaluating suitable securities within global equities, bonds, currencies, and managed funds with the aim of creating portfolios with diversified asset allocations. 

We think in terms of economic cycles and we focus meticulously on assessing the value propositions of various asset classes in the prevailing  economic environment. Our investment team then selects the eligible assets and constructs portfolios that have the highest probability of achieving the established objectives within the given risk framework. Client portfolios are monitored on a regular basis to ensure that they remain  positioned appropriately in agreement with the client’s investment strategy.

Ameliora Wealth Management Ltd. 
Dianastrasse 9
8002 Zürich, Schweiz

T +41 43 336 10 90
F +41 43 336 10 99
office[at]ameliorawealth[dot]com

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