[vc_row full_width=”stretch_row_content_no_spaces” css=”.vc_custom_1531223436133{margin-top: 0px !important;border-top-width: 0px !important;padding-top: 0px !important;}” el_id=”home”][vc_column]
Discretionary Mandates
A discretionary mandate is a professional service aimed at managing personal investment portfolios (not mutual), whereby the wealth manager is responsible for the investment decisions, that are undertaken in a discretionary manner, respecting the constraints set at the inception of the mandate.
[/vc_column_text][/vc_column_inner][vc_column_inner width=”1/3″][vc_column_text]
Institutional investment advisory
Amgest Sa offers a winning combination to Institutional Investors and Family Offices: an exclusive focus on independent asset management and a dedicated team of experienced professionals. Amgest Sa is also able to offer proprietary investment solutions via a Luxembourgbased UCITS umbrella fund structure.
[/vc_column_text][/vc_column_inner][/vc_row_inner][vc_icon icon_fontawesome=”fa fa-chevron-circle-down” size=”xl” align=”center”][/vc_column][/vc_row][vc_row full_height=”yes” bg_overlay=”dark70″ css=”.vc_custom_1529395417937{background-color: rgba(0,0,0,0.4) !important;*background-color: rgb(0,0,0) !important;}” el_id=”approach”][vc_column][vc_custom_heading text=”Our investment approach” font_container=”tag:h2|text_align:left|color:%23ffffff” use_theme_fonts=”yes”][vc_row_inner][vc_column_inner width=”1/3″][vc_column_text]Client satisfaction is at the heart of everything we do. We achieve it mainly by customizing our service: listening, analyzing and understanding your needs allows us to guide you towards investment solutions which match your requirements and expectations. Our strategists determine the direction of investment policy under the management of the Chief Investment Officer to support you and your manager in making investment decisions, including the choice of depositary bank in Switzerland and/or abroad.[/vc_column_text][/vc_column_inner][vc_column_inner width=”1/3″][vc_column_text]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 your capital protection, we continually revise and adjust our allocations depending on different endogenous or exogenous events influencing the markets.[/vc_column_text][/vc_column_inner][vc_column_inner width=”1/3″][vc_column_text]Our clients benefit from a comprehensive range of experience, as we have a global network and the capacity to implement investment decisions quickly and efficiently all over the world.[/vc_column_text][/vc_column_inner][/vc_row_inner][vc_icon icon_fontawesome=”fa fa-chevron-circle-down” size=”xl” align=”center”][/vc_column][/vc_row][vc_row full_height=”yes” css=”.vc_custom_1528982435003{background-color: rgba(255,255,255,0.85) !important;*background-color: rgb(255,255,255) !important;}”][vc_column][vc_row_inner equal_height=”yes” css=”.vc_custom_1529417126459{margin-bottom: 0px !important;padding-bottom: 0px !important;}”][vc_column_inner width=”1/3″ css=”.vc_custom_1529395246079{margin-bottom: 0px !important;padding-bottom: 0px !important;}”][vc_column_text css=”.vc_custom_1531953081403{margin-bottom: 0px !important;border-bottom-width: 0px !important;padding-bottom: 0px !important;}”]
Discretionary Asset Management
When you decide to entrust us to manage and grow your assets, you enter into a genuine partnership with your asset manager.
You open a banking relationship with a bank and grant Amgest Sa a discretionary mandate through the provision of a limited power of attorney.
[/vc_column_text][vc_icon icon_fontawesome=”fa fa-line-chart” align=”right” link=”url:http%3A%2F%2Ftemporary3.ch%2Famgest_clone%2Fdiscretionary-asset-management%2F|||” css=”.vc_custom_1529564514062{margin-top: 0px !important;border-top-width: 0px !important;padding-top: 0px !important;}”][/vc_column_inner][vc_column_inner width=”1/3″ css=”.vc_custom_1529395251561{margin-bottom: 0px !important;padding-bottom: 0px !important;}”][vc_column_text css=”.vc_custom_1531953094383{margin-bottom: 0px !important;border-bottom-width: 0px !important;padding-bottom: 0px !important;}”]
Institutional investment advisory
If you are a Family Office or an Institutional Investor and wish to manage your allocations, Amgest Sa offers you the opportunity to engage directly with an experienced team of money managers while leaving the ultimate decision entirely to you.
[/vc_column_text][vc_icon icon_fontawesome=”fa fa-university” align=”right” link=”url:http%3A%2F%2Ftemporary3.ch%2Famgest_clone%2Finstitutional-investment-advisory%2F|||” css=”.vc_custom_1529564334739{margin-top: 0px !important;border-top-width: 0px !important;padding-top: 0px !important;}”][/vc_column_inner][vc_column_inner width=”1/3″][vc_column_text css=”.vc_custom_1531953109660{margin-bottom: 0px !important;border-bottom-width: 0px !important;padding-bottom: 0px !important;}”]
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. Every investment portfolio is characterised by maximum transparency thanks to this control.
[/vc_column_text][vc_icon icon_fontawesome=”fa fa-desktop” align=”right” link=”url:http%3A%2F%2Ftemporary3.ch%2Famgest_clone%2Frisk-monitoring%2F|||” css=”.vc_custom_1529564341059{margin-top: 0px !important;border-top-width: 0px !important;padding-top: 0px !important;}”][/vc_column_inner][/vc_row_inner][/vc_column][/vc_row][vc_row full_height=”yes” css=”.vc_custom_1529360582915{background-color: rgba(0,0,0,0.4) !important;*background-color: rgb(0,0,0) !important;}” el_id=”people”][vc_column][vc_custom_heading text=”About us” font_container=”tag:h2|text_align:left|color:%23ffffff” use_theme_fonts=”yes”][vc_row_inner][vc_column_inner width=”1/3″][vc_column_text]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.[/vc_column_text][/vc_column_inner][vc_column_inner width=”1/3″][vc_column_text]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).[/vc_column_text][/vc_column_inner][vc_column_inner width=”1/3″][/vc_column_inner][/vc_row_inner][vc_row_inner][vc_column_inner width=”1/2″][vc_single_image image=”696″ add_caption=”yes” alignment=”center” onclick=”custom_link” css=”.vc_custom_1592453537877{padding-top: 20px !important;padding-right: 20px !important;padding-bottom: 20px !important;padding-left: 20px !important;}” link=”http://amgest.ch/massimo-vecchio/”][/vc_column_inner][vc_column_inner width=”1/2″][vc_single_image image=”676″ add_caption=”yes” alignment=”center” onclick=”custom_link” css=”.vc_custom_1578665261204{padding-top: 20px !important;padding-right: 20px !important;padding-bottom: 20px !important;padding-left: 20px !important;}” link=”http://amgest.ch/andrea-schinetti/”][/vc_column_inner][/vc_row_inner][vc_row_inner][vc_column_inner width=”1/2″][vc_single_image image=”405″ add_caption=”yes” alignment=”center” onclick=”custom_link” css=”.vc_custom_1531953678236{padding-top: 20px !important;padding-right: 20px !important;padding-bottom: 20px !important;padding-left: 20px !important;}” link=”http://amgest.ch/alessandro-lanzara/”][/vc_column_inner][vc_column_inner width=”1/2″][vc_single_image image=”590″ add_caption=”yes” alignment=”center” onclick=”custom_link” css=”.vc_custom_1551419316763{padding-top: 20px !important;padding-right: 20px !important;padding-bottom: 20px !important;padding-left: 20px !important;}” link=”http://amgest.ch/antonio-lazzaroni/”][/vc_column_inner][/vc_row_inner][vc_row_inner][vc_column_inner width=”1/2″][vc_single_image image=”588″ add_caption=”yes” alignment=”center” onclick=”custom_link” css=”.vc_custom_1551419086014{padding-top: 20px !important;padding-right: 20px !important;padding-bottom: 20px !important;padding-left: 20px !important;}” link=”http://amgest.ch/andrea-gianoli/”][/vc_column_inner][vc_column_inner width=”1/2″][vc_single_image image=”562″ add_caption=”yes” alignment=”center” onclick=”custom_link” css=”.vc_custom_1532534007230{padding-top: 20px !important;padding-right: 20px !important;padding-bottom: 20px !important;padding-left: 20px !important;}” link=”http://amgest.ch/marco-rufa/”][/vc_column_inner][/vc_row_inner][vc_row_inner][vc_column_inner width=”1/2″][vc_single_image image=”700″ add_caption=”yes” alignment=”center” onclick=”custom_link” css=”.vc_custom_1592455644665{padding-top: 20px !important;padding-right: 20px !important;padding-bottom: 20px !important;padding-left: 20px !important;}” link=”http://amgest.ch/matteo-genovese/”][/vc_column_inner][vc_column_inner width=”1/2″][vc_single_image image=”698″ add_caption=”yes” alignment=”center” onclick=”custom_link” css=”.vc_custom_1592455674816{padding-top: 20px !important;padding-right: 20px !important;padding-bottom: 20px !important;padding-left: 20px !important;}” link=”http://amgest.ch/vittorio-villa/”][/vc_column_inner][/vc_row_inner][vc_row_inner][vc_column_inner width=”1/2″][vc_single_image image=”406″ add_caption=”yes” alignment=”center” onclick=”custom_link” css=”.vc_custom_1531953719549{padding-top: 20px !important;padding-right: 20px !important;padding-bottom: 20px !important;padding-left: 20px !important;}” link=”http://amgest.ch/gabriele-pellandini/”][/vc_column_inner][vc_column_inner width=”1/2″][vc_single_image image=”407″ add_caption=”yes” alignment=”center” onclick=”custom_link” css=”.vc_custom_1531953736968{padding-top: 20px !important;padding-right: 20px !important;padding-bottom: 20px !important;padding-left: 20px !important;}” link=”http://amgest.ch/joel-camathias/”][/vc_column_inner][/vc_row_inner][vc_row_inner][vc_column_inner width=”1/2″][vc_single_image image=”763″ add_caption=”yes” alignment=”center” onclick=”custom_link” css=”.vc_custom_1605264354045{padding-top: 20px !important;padding-right: 20px !important;padding-bottom: 20px !important;padding-left: 20px !important;}” link=”http://amgest.ch/saverio-cristiano/”][/vc_column_inner][vc_column_inner width=”1/2″][/vc_column_inner][/vc_row_inner][vc_icon icon_fontawesome=”fa fa-chevron-circle-down” size=”xl” align=”center”][/vc_column][/vc_row][vc_row full_height=”yes” el_id=”contacts”][vc_column][vc_custom_heading text=”Contacts” use_theme_fonts=”yes”][vc_row_inner][vc_column_inner width=”1/3″][vc_column_text]Amgest SA
Via Franco Zorzi 18 – CP 347
(CH) 6902 Lugano – Paradiso
Phone +41(0)91 827 11 54
Linkedin:Â Amgest SA[/vc_column_text][vc_column_text]LEGAL & DISCLAIMER[/vc_column_text][/vc_column_inner][vc_column_inner width=”1/3″][vc_single_image image=”69″ alignment=”center” css=”.vc_custom_1530605288528{padding-top: 20px !important;}”][/vc_column_inner][vc_column_inner width=”1/3″][vc_column_text]
[/vc_column_text][/vc_column_inner][/vc_row_inner][/vc_column][/vc_row]