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DirectoryFinance & InsuranceExternal Asset ManagementGenevaAMS - Asset Management Services (Suisse) SA
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AMS - Asset Management Services (Suisse) SA

Summary

About the company

The core activity of AMS (Asset Management Services) is wealth management for private clients, including investment advice, asset management, life insurance and investment funds.

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Products & services

Industry:External Asset Management
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Funds & Investment Companies
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Discretionary wealth management
Discretionary portfolio management in the selected reference currency, with definition of an investment strategy, ongoing monitoring and adjustments according to market conditions.
Active investment advisory
Personalised advice for investors who make their own decisions, with tailored recommendations and support according to the risk profile.
Portfolio reporting
Monthly portfolio review with the relationship manager and regular monitoring of positions and the evolution of assets.
Actively managed investment certificates
Actively managed investment certificates for qualified investors, focusing on equities, corporate bonds and dynamic management of market, credit and currency risk.
Wealth life insurance
Life insurance solutions for wealth planning, family protection, succession and tax optimisation according to the client's residence.

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Location

Rue de la Fontaine 15
1204 Geneva

At a glance

Legal form
Corporation
UID
CHE-451.261.197
Founded
2022 · 4 years
Last commercial register change
June 9, 2022
Employees
1 to 10

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