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.
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.
Amgest SA is licensed to provide financial services as stipulated under Swiss law and is also affiliated with VSG-ASG Swiss Association of Asset Managers.
Amgest SA is reviewed every year by Professional Conduct audit (BDO) to ensure that they adhere to the Code of Ethics and Professional Conduct and the Anti-Money Laundering Act (AMLA).