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Building 2AMELIORA WEALTH MANAGEMENT LTD.

Map pinZURICH
Phone+41 43 336 10 90
NotebookSEC #801-76787
Total AUM
$1.2B
Employees
11
Clients
252

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9 DIANASTRASSE
ZURICH
CH-8002
Switzerland
Operating Hours
09.00-17.00
Monday - Friday
Phone
+41 43 336 10 90

ReceiptFinancials

Total AUM
$1.2B
Accounts
329
Discretionary
$796.6M
Accounts
250
Non-Discretionary
$366.1M
Accounts
79

ContactClients

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Individual Clients
99
AUM
$336.3M
HNW Individual Clients
118
AUM
$548.9M
Charitable Organization Clients
1
AUM
$949.3K
Insurance Company Clients
1
AUM
$3M
Corporation or Business Clients
33
AUM
$273.6M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGANYRITNTX

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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