The core activity of Amgest SA is independent wealth management for private clients, particularly asset management, investment advice and portfolio management. The company also offers specialized services such as private equity, education and consulting.
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Industry:External Asset Management
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Autonomous portfolio management according to the client's risk profile and objectives; investment in global markets, rotation of the asset allocation and management in CHF, EUR and USD.
Advisory Asset Management
Portfolio management according to the client's risk profile and objectives; proposed transactions are approved in advance by the client following due diligence, management in CHF, EUR and USD.
Institutional Asset Management
Asset allocation and wealth management for family offices, institutional clients and corporate treasuries; with expertise, risk minimisation, liquidity management and investment advisory.
Asset Consolidation & Aggregate Reports
Consolidation of bankable and non-bankable assets; aggregated reports providing a current overview of total assets, risk, concentration and net assets.
Cost Controlling & Supervision
Cost monitoring and cost optimization for third parties and individual asset classes.
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