WEALTH MANAGEMENT
We offer a new approach to wealth management that combines the advantages of traditional private banking with a clear focus on management performance. Amergeris helps our clients manage, protect and enhance their wealth, now and for future generations.
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At the core we offer
  • Tailor made solutions in assets, savings and investment management
  • Maximize returns and achieve your investment objectives
  • Wealth Management services across equity, Fixed Income & Absolute Return
  • Specialized funds and strategic alliances with leading investment institutions
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Our approach
  • Fully independent private wealth management
  • Recognize your various financial goals
  • Understanding objectives, risk tolerance, liquidity needs, liabilities and financial responsibilities
  • Define a comprehensive strategy
  • Professional guidance and management for your entire portfolio

Our experienced team of professionals know and understand the challenges of effective wealth management.

We develop sophisticated customized solutions to meet the unique needs of each client. Our global network of offices and specialists aim to deliver the highest and most up-to-date standards of service, risk management, compliance expertise and regulatory knowledge.

The result is a wealth manager with a difference, geared and modelled to serve your specific wealth management needs by providing you with tangible benefits. When we setup Amergeris in 2011, the founders wanted to create a different kind of wealth manager that answers to real investor needs and to the important challenges that the wealth management industry is facing.

The result was a new style of wealth management: rich in tradition yet firmly geared towards modern asset management. Amergeris takes a 360 degree view of its clients’ wealth and therefore has the investment banking capabilities to ensure full service.

The founders are personally involved in the day-to-day management of the company and are in close contact with the clients. Being entrepreneurs themselves, we are naturally able to understand your concerns.

Amergeris offers Wealth management from 3 global locations:

  • Switzerland
  • United Kingdom
  • Curacao