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DirectoryFinance & InsuranceExternal Asset ManagementLuganoAmgest SA
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Amgest SA

Summary

About the company

The core activity of Amgest SA is independent wealth management for private clients, particularly asset management, investment advice and portfolio management. The company also offers specialized services such as private equity, education and consulting.

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Products & services

Industry:External Asset Management
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Discretionary Asset Management
Autonomous portfolio management according to the client's risk profile and objectives; investment in global markets, rotation of the asset allocation and management in CHF, EUR and USD.
Advisory Asset Management
Portfolio management according to the client's risk profile and objectives; proposed transactions are approved in advance by the client following due diligence, management in CHF, EUR and USD.
Institutional Asset Management
Asset allocation and wealth management for family offices, institutional clients and corporate treasuries; with expertise, risk minimisation, liquidity management and investment advisory.
Asset Consolidation & Aggregate Reports
Consolidation of bankable and non-bankable assets; aggregated reports providing a current overview of total assets, risk, concentration and net assets.
Cost Controlling & Supervision
Cost monitoring and cost optimization for third parties and individual asset classes.

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Location

Via Pretorio 9
6900 Lugano

At a glance

Legal form
Corporation
UID
CHE-112.771.398
Founded
2006 · 20 years
Last commercial register change
July 29, 2026
Employees
11 to 20

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