Our core principles
PRICE TRANSPARENCY
We do not accept any hidden fees, retrocessions or third-party commissions. We provide our clients with full price transparency
TRULY INDEPENDENT
We are independent from banks and use an open architecture to find the best investment strategy for your needs
DOING THINGS RIGHT
We combine the traditional Swiss long-term thinking with the latest technology and sophisticated compliance
AMPLIA PHILOSOPHY
Transparent
Our advisors will always work with you serving your best interests. Our open architecture and transparent fee structure ensures you always know what you pay for
AMPLIA PHILOSOPHY
Strive for excellence
With each of our partners and employees having decades of experience in international finance both in Switzerland and globally, we have formed a deep understanding of what our clients need and what true Swiss wealth management should be.
To be successful, we must every day challenge ourselves and think of how to further improve ourselves and the client experience.
AMPLIA PHILOSOPHY
Long-term prosperity
Life is uncertain and we cannot predict where it will take us. What we can do however is to plan and prepare. Having worked with both entrepreneurs and European families whose wealth goes back for generations, we guide you in your wealth planning and prepare for generational changes.
Our investment approach
Objective decisions
Amplia Investment Committee bases its decisions on independent research from numerous third-parties and in-house analyses. We continuously challenge our assumptions and evaluate differing opinions to ensure our views are impartial and unbiased. Our objective is to achieve a tax-efficient portfolio that fits your specific needs.
Getting the core right
Similar to their owners, each client portfolio is individual. We do not hide behind artificial client categories but take the time to truly understand you as an individual. We tailor the portfolio for each client, based on the forward-looking capital market expectations, as well as the client’s investment objectives and constraints.