Founded in 2006, Amgest is an independent asset management firm based in Lugano, Switzerland, providing long-term portfolio management solutions and first-class advisory services to high-net-worth individuals and institutions.

Authorized by FINMA

Our partners:

OUR SERVICES

Our business model is based on trust, long standing relationships and a personal connection with our clientele.
Our investment strategy pivots on two very specific aspects, global markets and all of the latest investment products.
Discretion and absolute privacy as well as a thorough knowledge of the financial panorama are key factors to our success.

Discretionary Asset Management

The asset management mandate authorizes Amgest SA to take over a portfolio and manage it following the client’s investment plan and objectives. The risk profile chosen by the client is the base for all financial strategies to follow.

Institutional investment advisory

Amgest SA offers asset management consulting and financial packages to both Family Offices and institutional investors at highly competitive conditions.

Risk monitoring

Amgest SA subjects its internal investment processes and portfolio positions to a rigorous risk monitoring every day. This ensures that the overall risk remains within the set limits and that the investment guidelines are observed.

Our investment approach

Client satisfaction is at the heart of everything we do.

Fully understanding our client’s needs allows us to make better strategic investment and product choices to match expectations on both risk and profit.

Under the supervision of the Chief Investment Officer our strategists determine the direction of investment policy and follow all clerical work.

Asset allocation is based on a rigorous process taking account of current macroeconomic factors and various indicators for valuing asset classes, measuring the premium for the risk incurred, and understanding the general market confidence level.

We favor a long-term view, accompanied by strict risk management.

In order to optimize the capital protection, we continually revise and adjust our allocations depending on different endogenous or exogenous events influencing the markets.

About Us

Amgest SA is a Swiss company authorized to provide asset management and financial advice by FINMA in accordance with the regulations of the (Financial Services Act, FinSA), (Financial Institutions Act, FinIA) and Anti-Money Laundering Act, AMLA). It is a member of the Swiss Association of Asset Managers / ASG and affiliated to the AOOS (Supervisory Board for Asset Managers and Trustees).

Amgest AG is subject to an annual audit by BDO to ensure that it is complying with the provisions of the Money Laundering Act (MLA).