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

Our corporate culture

We strive to earn our clients’ trust by adhering to our core principle values:

 

Integrity

  • Fiduciary duty we owe to our clients
  • High ethical standards
  • Avoidance of conflicts of interest
  • Unbiased investment advice

 

Transparency

  • No compensation from third parties
  • No incentives to sell products to clients
  • Regular and on-demand performance reports

 

Trust

  • Honest and accurate communication
  • Alignment of interest
  • Commitment to clients

 

Professionalism

  • Experienced and highly qualified investment team
  • Complying with all applicable laws, rules and regulations
  • Transparent and consistent investment and risk management process
  • Maintaining independence and objectivity

 

Confidentiality

  • Client privacy is of utmost importance
  • Protecting the confidentiality of client information
  • Preserving client information even after termination of relationship

 

"Set your expectations high; find men and women whose integrity and values you respect; get their agreement on a course of action; and give them your ultimate trust."

 

John F. Akers, IBM CEO, 1985 - 1993

Ameliora Wealth Management Ltd. 
Beethovenstrasse 19
8002 Zürich, Schweiz

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

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