Ameliora Wealth Management Ltd.

RIASEC RegisteredEst. 2012
Total AUM
$1.2B
Discretionary
$797M
69% of AUM
Avg account
$3.5M
Accounts
329
Employees
11
Advisory reps
5

Firm details

Headquarters
Zurich,
CRD number
164038
Registered since
June 14, 2012
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

FINTRX

Overview

Ameliora Wealth Management Ltd. is an independent registered investment adviser, founded in 2012, that operates as a capital allocator for both high-net-worth individuals and institutional clients. The firm blends public market exposures with third-party alternative fund allocations, and it displays an explicit ESG orientation in its investment process. Its advisory activity centers on discretionary portfolio management for individuals, small businesses and institutional mandates, while also offering performance-fee arrangements that align manager incentives with client outcomes. The firm shows a clear preference for using pooled public funds and ETFs for core portfolio construction, supplemented by manager-driven access to private markets. Custody relationships with Swiss private banks and the owner profile being a mix of foreign entity and individual point to a client mix that includes cross-border or internationally connected clients. As a capital allocator, Ameliora sources external private equity, venture capital and hedge fund managers rather than relying solely on in-house proprietary strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 46%, Exchange Traded Equities 25%, Investment Grade Corp Bonds 13%, Private Funds 8%, Other 3%, State & Local Bonds 2%, Sovereign Bonds 1%, Derivatives 1%, Cash & Cash Equivalents 1%46%
  • Public Funds/Mutual Funds46%
  • Exchange Traded Equities25%
  • Investment Grade Corp Bonds13%
  • Private Funds8%
  • Other3%

Owners & executives

3 of 3
  • Gabriel Larumbe

    Gabriel Larumbe

    Chief Compliance OfficerCRD 7507214

  • Stefan Demuth

    Stefan Demuth

    Chief Executive OfficerCRD 7697605

  • Andreas Gilgen

    Andreas Gilgen

    Chief Investment OfficerCRD 7615689

Contacts

2 of 2
  • Hans Haeusler

    Hans Haeusler

    ChairmanCRD 6068542

  • Markus Foser

    Markus Foser

    Member, Board Of DirectorsCRD 6221839

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 96

Active vs passive

$293M in ETFs

Passive

97%

$285M

Active

3%

$8.2M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF (IGIB)BlackRockPassiveCorporate Bond$23.9M449,9628.17%

Location

Primary office

Zurich, null

Location

Zurich, null

Headquartered in Zurich, null.

Address
9 Dianastrasse
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth