OUR PHILOSOPHY

We at Amplia believe in openness, transparency and efficiency. Although the financial industry has changed over the past decades, we believe much can still be done better for clients.

We want to simplify things for our clients, reduce unnecessary bureaucracy and to be a beacon of transparency, meaning that we advise our clients holistically and independently. Our advisors will always be there for our clients and the client should always know what he is paying for: The service must be impartial and the client’s interest must always come first.

To ensure this we work with a number of prestigious and solid international banks and external advisors and tax lawyers. Our open architecture and transparent fee structure ensure we are able to provide our clients with the bespoke, individualised service they require at all times.

With each of our partners and employees having decades of experience in international finance both in Switzerland and elsewhere, we have formed a deep understanding of what our clients need and what true Swiss private banking should be.

Discretion, confidentiality, trust have all conventionally been hallmarks of successful private banking, and they still are. Alone, however, they are not enough. To be successful, we must every day challenge ourselves and think of how to further improve ourselves and the client experience

Our client promise

• We aim to deliver top-tier financial performance by employing proven and technically sophisticated investment methods.
• We want to provide our clients with a bespoke service second to none: we want to be the first point of reference in all our clients financial affairs.
• We believe the way to excel is to have a continuous dialogue with our clients: success is not a destination, it is a journey that we undertake with you and your family.

Life is uncertain and we cannot predict where it will take us. What we can do however is to plan and prepare. Having worked with both entrepreneurs and European families whose wealth goes back for generations, we appreciate the challenges facing financially successful individuals and entrepreneurs.

As part of our bespoke client approach, we support our clients in their wealth planning and generational changes. We work with the most competent independent wealth planners, tax advisers and solicitors in Scandinavia, Switzerland, United Kingdom and Luxembourg.