Discretionary asset management
The individual or institution that decides to entrust its financial assets to Amgest SA enters a solid partnership.
First by opening a banking relationship with a bank and consequently granting Amgest SA a discretionary mandate through the provision of a limited power of attorney. Daily routines will be enabled but no payments or transfers will be allowed without the owner’s consent.
Amgest SA offers a comprehensive analysis of the financial position as a whole, taking into account all components of the present estate and any future variables regarding income (financial, real estate, intangible assets as well as liabilities). This overall position allows our wealth managers to offer the best possible solutions for all of our client’s investment needs.