Ameliora Wealth Management Ltd.
Firm details
- Headquarters
- Zurich,
- CRD number
- 164038
- Registered since
- June 14, 2012
- Website
- www.ameliorawealth.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds46%
- Exchange Traded Equities25%
- Investment Grade Corp Bonds13%
- Private Funds8%
- Other3%
Owners & executives
3 of 3
Gabriel Larumbe
Chief Compliance OfficerCRD 7507214

Stefan Demuth
Chief Executive OfficerCRD 7697605

Andreas Gilgen
Chief Investment OfficerCRD 7615689
Contacts
2 of 2
Hans Haeusler
ChairmanCRD 6068542

Markus Foser
Member, Board Of DirectorsCRD 6221839
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 96Active vs passive
$293M in ETFs
97%
$285M
3%
$8.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF (IGIB) | BlackRock | Passive | Corporate Bond | $23.9M | 449,962 | 8.17% |
Location
Zurich, null
Location
Zurich, null
Headquartered in Zurich, null.
- Address
- 9 Dianastrasse
- Office locations
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