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DirectoryFinance & InsuranceExternal Asset ManagementZurichAmeliora Wealth Management AG
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Ameliora Wealth Management AG

Summary

About the company

The core activity of Ameliora Wealth Management AG is wealth management for US clients, including portfolio consulting and wealth consulting, with the goal of securing and internationally diversifying their clients' assets.

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Products & services

Industry:External Asset Management
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Discretionary Portfolio Management
Discretionary portfolio management with continuous portfolio monitoring, active risk management, strategic and tactical asset allocation, and modular investment strategies aligned to client objectives.
Advisory Portfolio Management
Advisory portfolio management with analyses, market assessments, tailored investment recommendations, ongoing portfolio analysis, and risk management for clients involved in decisions.
Wealth Planning
Wealth planning with comprehensive solutions, collaboration with family offices or advisors, coordination through regulated partners, and consolidation of traditional and non-traditional assets.
Index Option Strategy
Index option strategy as an additional offering for qualified investors, generating income through options on major equity indices within a non-leveraged risk framework.
Cross-Border Wealth Management
Cross-border wealth management through Swiss or US contracting entities, with custody at Swiss, Liechtenstein, or US banks and support for international clients.
Press

Media

January 3, 2024Media
Zürcher Vermögensverwalter Ameliora mit Neuzugang
finews.ch
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Location

Dianastrasse 9
8002 Zurich

At a glance

Legal form
Corporation
UID
CHE-281.575.742
Founded
2012 · 14 years
Last commercial register change
August 13, 2026
Employees
11 to 20

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