What Ameliora Wealth Management does

Ameliora Wealth Management is an independent, FINMA-licensed Swiss asset manager founded in 2012 and headquartered in Zurich, with a US subsidiary (Ameliora Wealth Management USA LLC) in Weston, Florida, that is separately registered with the SEC. The firm serves high-net-worth individuals, family offices, founders and entrepreneurs, and trusts and foundations, with a stated minimum of CHF 1.5 million per client and a stated focus on cross-border wealth management across Switzerland/Liechtenstein, the United States, Latin America, and Western Europe.

The firm operates a dual booking-center platform: Swiss and Liechtenstein banks provide custody for the Zurich entity, while Pershing and CREAND provide custody for the US entity. Its product set comprises four modules: Discretionary Portfolio Management (continuous, actively managed mandates), Advisory Portfolio Management (client-driven decisions with firm recommendations), Wealth Planning Solutions (bespoke planning including digital asset custody through regulated Swiss/Liechtenstein partners), and an Index Option Strategy overlay for qualified investors. Investment execution is described as a disciplined, multi-layered process combining strategic asset allocation with tactical decisions within a modular framework aligned to themes and asset classes.

Ameliora's go-to-market is relationship-led: dedicated Relationship Managers bring their own client books, growth is driven by personal networks, referrals, and direct outreach, and the firm publishes quarterly investment letters as its primary thought-leadership channel. The firm is independently owned by entrepreneurs and reports no bank, PE, or VC ownership. Revenue is generated through recurring management and advisory fees on assets under management, with no public pricing or AUM disclosures. The leadership team is partner-heavy, with four named partners, a CIO, a Head of Advisory, a CEO, a Head of Miami, and a Chairman of the Board, supported by a bench of senior advisors and a senior analyst.

Name

Ameliora Wealth Management

Legal name

Ameliora Wealth Management Ltd.

Website

https://ameliorawealth.com

Company type

Private

Founded year

2012

Operating status

Operating

Headcount range

11–50 employees

Short description

Ameliora Wealth Management is an independent, FINMA-licensed Zurich-based wealth manager (founded 2012) that offers discretionary and advisory portfolio management, wealth planning, and an index option overlay to high-net-worth individuals, family offices, founders, and trusts via a dual Swiss/US booking center.

Ownership category

akta.pro rank

Headquarters

HQ city

Zürich

HQ country

Switzerland

HQ region

Europe

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Discretionary Portfolio Management Fees: Professional portfolio management services with continuous monitoring and active risk management. Revenue generated through management fees on assets under management.
2. Advisory Portfolio Management Fees: Investment advisory services providing analyses, market assessments, and tailored investment recommendations. Revenue generated through advisory fees for clients who prefer to be actively involved in decision making.
3. Wealth Planning Solutions: Bespoke and comprehensive wealth solutions through partnerships with regulated entities. Revenue from comprehensive wealth management and planning services.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels3 records

Core offering

Ameliora Wealth Management provides independent, fee-based wealth management services to high-net-worth individuals, family offices, founders, and trusts/foundations. Its core offerings include Discretionary Portfolio Management, Advisory Portfolio Management, Wealth Planning Solutions, and an Index Option Strategy overlay, delivered through a dual Swiss/US booking center platform with FINMA licensing and SEC registration.

Product overview

Ameliora Wealth Management offers a unified wealth management platform with four core service modules: Discretionary Portfolio Management, Advisory Portfolio Management, Wealth Planning Solutions, and an Index Option Strategy overlay. The Discretionary and Advisory services form the foundation, providing active portfolio management with continuous monitoring and risk management. Wealth Planning Solutions extends the offering through partnerships with regulated entities to provide bespoke solutions including digital asset custody. The Index Option Strategy is an optional add-on for qualified investors seeking additional income through options trading. Quarterly Investment Letters serve as supporting publications providing market insights. The company operates from Switzerland and the USA, serving wealthy individuals, family offices, founders, entrepreneurs, and trust & foundations globally.

Differentiator

Problem solved

Functional benefit

Products and services

• Discretionary Portfolio Management A managed wealth service where portfolios are actively monitored and continuously adapted to changing market conditions through state-of-the-art risk management, tailored to each client's individual risk appetite, financial goals, and investment horizon. Built on a disciplined, multi-layered investment process and modular framework. Targeted at high-net-worth individuals and family offices with at least CHF 1.5 million in investable assets.
• Advisory Portfolio Management An investment advisory service providing clients with analyses, market assessments, and tailored investment recommendations while maintaining continuous portfolio monitoring and risk management. Designed for clients who prefer to remain actively involved in investment decision-making. Targeted at high-net-worth individuals.
• Wealth Planning Solutions Bespoke and comprehensive wealth management solutions delivered in cooperation with family offices or advisors, providing access to a fully coordinated solution landscape through partnerships with regulated entities. Includes consolidation of traditional and non-traditional assets, customized asset protection, and secure digital asset custody in Swiss or Liechtenstein banks. Targeted at high-net-worth individuals, family offices, founders, entrepreneurs, and trusts/foundations.
• Index Option Strategy An overlay strategy for selected qualified investors that generates additional income by analyzing and trading index options on the largest and most liquid equity indices to take advantage of attractive option premiums. Functions as a non-leveraged overlay on collateralizable assets (cash, equities, bonds, gold, others) managed by Ameliora, the client, or a third party, guided by a strict risk management framework.

Quantifiable outcome

• Q4 2025: iShares Core S&P 500 ETF holdings increased by 14.8%
• +4 more outcomes

Named customers3 records

Segments4 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

Five partnerships are on record, tiered core and major.

• First AdvisorycoreStrategic or Co-development Partner · 1 January 2012Affiliated partner providing strategic support and synergies within the value chain. First Advisory is part of the shareholder group that supports Ameliora's operations.
• GN Group Holding AnstaltcoreStrategic or Co-development Partner · 1 January 2012Affiliated partner based in Liechtenstein, providing access to financial services expertise and regulatory capabilities in Liechtenstein. The partnership enhances Ameliora's cross-border wealth management capabilities.
• Swiss and Liechtenstein BankscoreChannel Partner/ Reseller/ DistributorPartnership with Swiss and Liechtenstein banks for custody of client assets. Provides clients with secure asset custody options across multiple jurisdictions.
• PershingmajorChannel Partner/ Reseller/ DistributorUS-based custodian for assets held through Ameliora Wealth Management USA LLC. Provides institutional-grade custody services for US-domiciled client accounts.
• CREANDmajorChannel Partner/ Reseller/ DistributorAlternative US custodian option for assets held through Ameliora Wealth Management USA LLC, providing flexibility in custody arrangements for US-based clients.

Scale indicators6 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Bessemer Trust: US private wealth manager focused exclusively on HNW families and foundations, offering investment management, wealth planning, and family office services. Comparable in HNW family-wealth focus and integrated wealth planning offering.
• Mirabaud: Independent Swiss wealth and asset manager providing discretionary portfolio management and advisory services to HNW clients and entrepreneurs. Comparable in size segment, independent ownership, and HNW client focus.
• Lombard Odier: Independent Swiss private bank offering HNW and family-office wealth management, portfolio management, and wealth planning. Closely comparable in independent, entrepreneur-driven positioning and HNW family-wealth focus.
• J. Safra Sarasin: Swiss private banking group with a strong HNW, family-office, and cross-border focus, offering discretionary and advisory portfolio management. Comparable in independent positioning, Swiss origin, and HNW family wealth specialization.
• Fisher Investments: Independent US-headquartered investment adviser serving HNW individuals and institutions with discretionary portfolio management. Comparable in independent, non-bank RIA model and global HNW client acquisition.
• Vontobel: Swiss wealth and asset manager serving HNW and intermediary clients with portfolio management and wealth planning. Comparable in offering mix (discretionary + advisory + wealth planning) and Swiss private-bank heritage.

Broad incumbents

• UBS Wealth Management: Global wealth management leader with a large Swiss and cross-border HNW franchise. Comparable in client segment and service mix; vastly larger scale, brand, and product capabilities.
• Julius Baer: Major Swiss wealth manager specializing in HNW and cross-border clients with discretionary and advisory mandates. Comparable in HNW cross-border focus; much larger in scale, geography, and product breadth.
• Pictet Group: Large independent Swiss private bank offering wealth management, asset management, and wealth planning to HNW and institutional clients. Comparable in independent, partnership-based structure; significantly larger in scale and breadth.

Emerging players

• Bank Frey: Boutique Swiss private bank focused on HNW individuals and family offices, offering discretionary portfolio management and wealth planning. Highly comparable in size, Zurich base, and HNW relationship-driven model.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/ameliorawealth

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles13 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Ameliora Wealth Management