Ameliora Wealth Management Ltd.
Firm details
- Headquarters
- Zurich,
- CRD number
- 164038
- Registered since
- June 14, 2012
- Website
- www.ameliorawealth.com
- Custodians
- UNION BANCAIRE PRIVEE, VONTOBEL SECURITIES LTD., UBS FINANCIAL SERVICES INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI47.21%
- Individuals28.92%
- Corporations / Businesses23.53%
- Insurance Companies0.26%
- Charitable Organizations0.08%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Ameliora Wealth Management Ltd. is an independent registered investment adviser that has been SEC-registered since 2012. The firm operates as a capital allocator for both individual/family and institutional clients, offering portfolio management for individuals, small businesses and for businesses or institutions. Its fee model combines a percentage-of-assets approach with performance-based fees. Ameliora identifies as an active ESG investor and lists itself as a foreign entity/individual ownership structure rather than a multi-state U.S. adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds46%
- Exchange Traded Equities25%
- Investment Grade Corp Bonds13%
- Private Funds8%
- Other3%
Owners & executives
3 of 3
Gabriel Larumbe
Chief Compliance OfficerCRD 7507214
Stefan Demuth
Chief Executive OfficerCRD 7697605
Andreas Gilgen
Chief Investment OfficerCRD 7615689
Contacts
2 of 2
Hans Haeusler
ChairmanCRD 6068542
Markus Foser
Member, Board Of DirectorsCRD 6221839
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 94Active vs passive
$308M in ETFs
98%
$301M
2%
$7.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF (IGIB) | BlackRock | Passive | Corporate Bond | $27.7M | 520,969 | 8.99% |
Location
Zurich, null
Location
Zurich, null
Headquartered in Zurich, null.
- Address
- 9 Dianastrasse
- Office locations
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