Overview

We are an independent financial institution, built by entrepreneurs , and focused on helping other entrepreneurs, high-net-worth individuals and families effectively meet the challenges they face. Our tailor-made global asset allocation and portfolio management services are built around your unique investment profile and needs. We build long-term solutions that balance wealth preservation and capital appreciation, while always working towards your objectives. Our client-oriented approach to wealth management is holistic, and built on long-term, productive and trusting relationships. Our offering revolves around the following pillars:

• Tailored

  We are traditional and proud of our history. But we are not afraid to embrace the modern world and harness the latest innovations to drive our services forward. We relentlessly challenge ourselves.

• Independence

  We are proudly unbiased, as it allows us to always work towards creating the best results for our clients. As a multi-generational institution, we believe that independence should be at the heart of everything we do. This is what has made us valuable and trusted partners.

• Quality

  We are hard workers, systematic and value the quality of our work. Relentlessly aiming to deliver high-end services to our clients, to their full satisfaction, is our ultimate objective.

Amelia Real Estate AG

Investment Approach

Investment Approach

As private bankers for entrepreneurs and their families, our success is built on adapting to a changing world and always focusing on being a source of stability and trust for our clients. Our independence makes us a reliable partner that is always free to focus completely on solving the problems our clients face. Our values underpin everything we do and help guide our investment approach:

Access

Our open, client-oriented architecture means that our clients can always access a broad range of investment opportunities globally. From listed to private financial products, we carefully vet and curate our clients’ investment portfolios without any conflict of interest. We focus on capital preservation.

Personalized

We support each and every one of our clients as they pursue their own investment objectives, using tailor-made frameworks based on their investment style and risk appetite. We’ll provide you with customized discretionary, advisory, and execution-only investment solutions. We are skilled across all asset classes, globally, distilling over five decades of success into investment strategies that turn objectives into results.

Connected

As well to our knowledge and insight, our clients always benefit from robust execution capabilities. Our broad and comprehensive network of investment specialists and resources is always on hand to boost our capabilities.

Investment Strategy

Every client is unique. Our independence allows us to treat you that way. We create tailor-made investment strategies that always work towards your goals. We always start with your current, specific situation, your risk tolerance and appetite and your personal requirements.

We take all of this information and work with you to draw up the appropriate and corresponding investor profile. Collaborating at every stage of the investment process means every aspect of our investment relationship is transparent and focused. Whether you are funding your retirement, preparing for a major purchase or laying the foundations for your children’s education, our tailored approach always balances wealth preservation and capital appreciation.

Investment Philosophy

Building the right investment strategy requires discipline, skill, adaptability and effective risk management. We give our clients all of this, but what makes us unique is our innovation and our commitment to ensuring stability and continuity.

Amelia Real Estate AG, was built by entrepreneurs and our success since then results from being understanding, trustworthy and committed partners to high-net-worth individuals, business owners and families globally. We focus on capital preservation, trust and long-term risk-adjusted performance, allowing us to safeguard our clients’ wealth. But we are not complacent – we grow your capital through hard work, dedication and systematic portfolio management. To discuss how we can support you, contact our investment team today.

Amelia Real Estate AG

Portfolio Management

Portfolio Management

We have helped entrepreneurs, high-net-worth individuals and families protect their legacies and build their assets sustainably. Our portfolio advisory and asset management solutions work in a way that suits your goals and investment objectives. Our three types of investment mandates ensure that we stay focused on what you need:

Discretionary

You delegate all investment decisions to us, and we use our comprehensive investment expertise to work towards the agreed investment strategy.

Advisory

Benefit from our financial expertise and advice, while staying in full control of your portfolio. We provide you with asset-class-specific advice and recommendations on implementation.

The solutions we bring you are tailored to your own investment objectives.

Execution Only

A seamless, efficient trading solution across multiple asset classes that guarantees you direct access to our product/asset-class specialists. Our financial infrastructure gives you efficient, secured, and easy access to global markets across asset classes.

The investment advice we provide allows entrepreneurs and families to preserve their assets and ensure the prosperity of future generations. We never take this responsibility lightly. As entrepreneurs ourselves, we understand exactly how important world-class investment advice is to the creation of legacies and continued success of families across several generations.

A Discretionary Portfolio Management mandate allows us to take care of all your investment decisions for you. Of course, the ultimate choice remains yours, and we build, optimize and monitor your portfolio based on the investment strategy agreed with you.

Discretionary

Advisory

Bolster your decision-making with our expertise and insight. Our Advisory Portfolio Management mandate keeps you in full control of your portfolio, but we do all the heavy lifting for you.

We analyze your situation, objectives, and risk appetite and transpose them into actionable investment ideas and recommendations across all asset classes. We keep you up to date with the latest trends and market developments, and we work with you to decide what actions best work toward your goals. We regularly review your portfolio and your strategy together with you, ensuring they remain optimized toward you and your objectives.

Research

We create value for our clients and give them the insight they need to operate successfully. This requires more than just our decades of track record, expertise, and wealth management experience; it requires actionable market intelligence, insight, and idea generation. We constantly monitor global financial markets, providing the basis of our advice and investment ideas.

We have strong convictions, but we never let them get in the way of facts. Our collegial approach is based on team-based decision-making, which allows ideas and insight to emerge organically from every part of the business. Our research team focuses on macroeconomic strategy, covering developed markets and emerging markets while identifying and analyzing investment opportunities across:

• FX/currencies

• Equities

• Fixed income

• Equity-linked/convertible bonds

• Investment funds

• Multi-asset class investment strategies.

Our in-house research fuels our innovative strategies, for every asset class, region, and sector, and allows us to add the most value to our clients’ lives. We don’t keep it a secret though. We can help you turn insight into results. Talk to a member of our research team today.

Contact us if you have any questions

Have a questions? We are always interested in what you have to say, so why not get in touch? If you have any questions or queries, please click on the button (Contact Us) below to get in touch with us, and we will get back to you as soon as possible.