AMELIORA WEALTH MANAGEMENT LTD.
Adviser information for AMELIORA WEALTH MANAGEMENT LTD. last updated from Form ADV on March 22nd, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Switzerland |
Employees
| Total Number of Employees | 5 |
|---|---|
| Investment Advisory/Research | 5 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 1 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 118 | $356.9M |
| Non-Discretionary | 65 | $467.0M |
| Total | 183 | $823.9M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 29 | $95.1M |
| HNW Individuals | 136 | $552.8M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | <5 | $1.1M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | <5 | $2.5M |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 14 | $143.0M |
| Other | <5 | $29.4M |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 48 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUM |
Principal Office
9 DIANASTRASSEZURICH
Switzerland
Monday - Friday, 09.00-17.00
Tel: +41 43 336 10 90, Fax: +41 43 336 10 99
Chief Compliance Officer
MATTHIAS SCHAAD METTLER
6 MORGARTENSTRASSE
ZURICH
Switzerland
Tel:
+41 44 541 06 06
M*********************@*************H
(Full email address available in API data)
Regulatory Contact
ANJA SCHMID
ANNA DOLGAJA
12 KONRADSTRASSE
12 KONRADSTRASSE
ZURICH
Switzerland
Tel:
+41 44 253 67 67
Fax:
+41 44 253 67 67
A***********@*****H
(Full email address available in API data)
Industry Affiliates
| AMELIORA WEALTH MANAGEMENT USA LLC | Other investment adviser, including financial planners |
| FIRST ADVISORY GROUP | Trust companyAccountant or accounting firm |
| GN FINANCE AG | Other investment adviser, including financial planners |
| GN TREUHAND ANSTALT | Trust company |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| NIGG, GEORG | Individual | GN GROUP HOLDING ANSTALT | MEMBER OF THE BOARD OF DIRECTORS | 12/2007 | > 75% |
| GN GROUP HOLDING ANSTALT | Foreign Entity | – | SHAREHOLDER | 02/2012 | 25-50% |
| HAEUSLER, HANS, JUERG | Individual | – | MEMBER BOARD OF DIRECTORS | 04/2012 | < 5% |
| PIPER ESTABLISHMENT | Foreign Entity | – | SHAREHOLDER | 12/2012 | 50-75% |
| ACKERMANN, IWAN, JOSEF | Individual | PIPER ESTABLISHMENT | MEMBER OF THE BOARD OF DIRECTORS | 02/2013 | 50-75% |
| MOOSLEITHNER, ANGELIKA, IRIS | Individual | PIPER ESTABLISHMENT | MEMBER OF THE BOARD OF DIRECTORS | 02/2013 | 50-75% |
| FOSER, MARKUS, FERDINAND | Individual | – | MEMBER BOARD OF DIRECTORS | 06/2013 | < 5% |
| Nigg, Andreas, Fidel | Individual | – | MEMBER BOARD OF DIRECTORS | 06/2016 | < 5% |
| Gilgen, Andreas | Individual | – | CHIEF INVESTMENT OFFICER | 08/2022 | < 5% |
| Demuth, Stefan, Thomas | Individual | – | CHIEF EXECUTIVE OFFICER | 12/2022 | < 5% |
| Schaad Mettler, Matthias | Individual | – | CHIEF COMPLIANCE OFFICER | 03/2023 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 16th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| ASML HOLDING N V | N Y REGISTRY SHS | 102K | 100 | – |
| AT&T INC | COM | 63K | 3K | – |
| ABBVIE INC | COM | 292K | 2K | – |
| ETFS GOLD TR | PHYSCL GOLD SHS | 11M | 495K | – |
| ADOBE INC | COM | 623K | 1K | – |
| AECOM | COM | 49K | 561 | – |
| ADVANCED MICRO DEVICES INC | COM | 1M | 7K | – |
| AKEBIA THERAPEUTICS INC | COM | 6K | 6K | – |
| ALBEMARLE CORP | COM | 124K | 1K | – |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 5K | 75 | – |
| ALPHABET INC | CAP STK CL C | 3M | 14K | – |
| ALPHABET INC | CAP STK CL A | 4M | 20K | – |
| AMARIN CORP PLC | SPONS ADR NEW | 1K | 2K | – |
| AMAZON COM INC | COM | 2M | 9K | – |
| AMERICAN WTR WKS CO INC NEW | COM | 38K | 297 | – |
| APOLLO GLOBAL MGMT INC | COM | 3M | 22K | – |
| APPLE INC | COM | 7M | 33K | – |
| ARCTURUS THERAPEUTICS HLDGS | COM | 4K | 150 | – |
| BANK AMERICA CORP | COM | 8K | 207 | – |
| BARCLAYS BANK PLC | IPATH SER B ETN | 8K | 309 | – |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 228K | 560 | – |
| BHP GROUP LTD | SPONSORED ADS | 22K | 380 | – |
| BLACKSTONE INC | COM | 602K | 5K | – |
| BOEING CO | COM | 546K | 3K | – |
| BOOZ ALLEN HAMILTON HLDG COR | CL A | 30K | 198 | – |
| BOSTON BEER INC | CL A | 6K | 20 | – |
| BOX INC | CL A | 106K | 4K | – |
| BROADCOM INC | COM | 4M | 3K | – |
| BROOKFIELD REAL ASSETS INCOM | SHS BEN INT | 30K | 2K | – |
| CRA INTL INC | COM | 21K | 122 | – |
| CSX CORP | COM | 21K | 627 | – |
| CAMBRIA ETF TR | SHSHLD YIELD ETF | 869K | 13K | – |
| CATERPILLAR INC | COM | 167K | 500 | – |
| CHEVRON CORP NEW | COM | 659K | 4K | – |
| CITIGROUP INC | COM NEW | 69K | 1K | – |
| COMTECH TELECOMMUNICATIONS C | COM NEW | 2K | 500 | – |
| CORTEVA INC | COM | 24K | 450 | – |
| COSTCO WHSL CORP NEW | COM | 2M | 2K | – |
| CROWDSTRIKE HLDGS INC | CL A | 268K | 700 | – |
| DBX ETF TR | XTRCKR MSCI US | 29K | 576 | – |
| DBX ETF TR | XTRACK MSCI JAPN | 5M | 64K | – |
| DELL TECHNOLOGIES INC | CL C | 276K | 2K | – |
| DIGITAL RLTY TR INC | COM | 160K | 1K | – |
| DISNEY WALT CO | COM | 298K | 3K | – |
| DRAFTKINGS INC NEW | COM CL A | 10K | 250 | – |
| DUKE ENERGY CORP NEW | COM NEW | 35K | 350 | – |
| ETF SER SOLUTIONS | DISTILLATE US | 695K | 14K | – |
| EDITAS MEDICINE INC | COM | 2K | 500 | – |
| ELECTRONIC ARTS INC | COM | 35K | 250 | – |
| ENTERPRISE PRODS PARTNERS L | COM | 38K | 1K | – |
| EXXON MOBIL CORP | COM | 565K | 5K | – |
| META PLATFORMS INC | CL A | 345K | 685 | – |
| FIRST TR EXCHANGE TRADED FD | NASDQ CLN EDGE | 4M | 32K | – |
| FIRST TR EXCH TRADED FD III | PFD SECS INC ETF | 13K | 741 | – |
| GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | 8K | 104 | – |
| GE VERNOVA INC | COM | 13K | 78 | – |
| GE AEROSPACE | COM NEW | 50K | 312 | – |
| GENERAL MTRS CO | COM | 33K | 700 | – |
| GRAPHIC PACKAGING HLDG CO | COM | 455K | 17K | – |
| HCA HEALTHCARE INC | COM | 34K | 105 | – |
| HOME DEPOT INC | COM | 339K | 986 | – |
| HONEYWELL INTL INC | COM | 41K | 191 | – |
| HOULIHAN LOKEY INC | CL A | 23K | 169 | – |
| POWERSHARES ACTIVELY MANAGED | S&P500 DOWNSID | 22K | 576 | – |
| INVESCO QQQ TR | UNIT SER 1 | 3M | 7K | – |
| INVESCO ACTVELY MNGD ETC FD | OPTIMUM YIELD | 10K | 698 | – |
| INTUITIVE SURGICAL INC | COM NEW | 16K | 36 | – |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 1M | 7K | – |
| IRON MTN INC DEL | COM | 9K | 100 | – |
| ISHARES SILVER TR | ISHARES | 32K | 1K | – |
| ISHARES INC | US INTL HGH YLD | 40K | 920 | – |
| ISHARES INC | JP MRG EM CRP BD | 53K | 1K | – |
| ISHARES INC | MSCI WORLD ETF | 27K | 185 | – |
| ISHARES INC | MSCI SWITZERLAND | 2M | 32K | – |
| ISHARES TR | CORE S&P500 ETF | 10M | 18K | – |
| ISHARES TR | CORE US AGGBD ET | 14M | 147K | – |
| ISHARES TR | MSCI EMG MKT ETF | 126K | 3K | – |
| ISHARES TR | S&P 500 VAL ETF | 91K | 500 | – |
| ISHARES TR | 1 3 YR TREAS BD | 6M | 74K | – |
| ISHARES TR | ISHARES BIOTECH | 48K | 350 | – |
| ISHARES TR | JPMORGAN USD EMG | 96K | 1K | – |
| ISHARES TR | IBOXX HI YD ETF | 154K | 2K | – |
| ISHARES TR | ISHS 5-10YR INVT | 10M | 204K | – |
| ISHARES TR | ISHS 1-5YR INVS | 3M | 68K | – |
| ISHARES TR | US HOME CONS ETF | 81K | 800 | – |
| ISHARES TR | RUS TP200 GR ETF | 7M | 34K | – |
| ISHARES TR | MSCI INDIA ETF | 5M | 86K | – |
| ISHARES TR | FLTG RATE NT ETF | 635K | 12K | – |
| ISHARES TR | MSCI USA MIN VOL | 210K | 3K | – |
| ISHARES U S ETF TR | BLACKROCK SH DUR | 5M | 108K | – |
| ISHARES U S ETF TR | BLOOMBERG ROLL | 17K | 352 | – |
| ISHARES INC | MSCI JPN ETF NEW | 205K | 3K | – |
| ISHARES TR | HDG MSCI EAFE | 847K | 24K | – |
| ISHARES TR | INVESTMENT GRADE | 13M | 293K | – |
| ISHARES TR | FALN ANGLS USD | 13K | 506 | – |
| ISHARES TR | ESG AWR US AGRGT | 839K | 18K | – |
| JPMORGAN CHASE & CO. | COM | 4M | 22K | – |
| JACOBS SOLUTIONS INC | COM | 422K | 3K | – |
| KRANESHARES TRUST | CSI CHI INTERNET | 27K | 1K | – |
| L3HARRIS TECHNOLOGIES INC | COM | 9K | 39 | – |
| LEGG MASON ETF INVT | CLEARBRIDGE DI | 190K | 4K | – |
| ELI LILLY & CO | COM | 4M | 5K | – |
| LOWES COS INC | COM | 456K | 2K | – |
| MASTERCARD INCORPORATED | CL A | 2M | 4K | – |
| MEDICAL PPTYS TRUST INC | COM | 2K | 400 | – |
| METLIFE INC | COM | 590K | 8K | – |
| MICROSOFT CORP | COM | 6M | 14K | – |
| MICROCHIP TECHNOLOGY INC. | COM | 9K | 100 | – |
| MICRON TECHNOLOGY INC | COM | 188K | 1K | – |
| MID-AMER APT CMNTYS INC | COM | 171K | 1K | – |
| MORGAN STANLEY | COM NEW | 63K | 652 | – |
| NETFLIX INC | COM | 34K | 50 | – |
| NET LEASE OFFICE PROPERTIES | COM | 369 | 15 | – |
| NEXTERA ENERGY INC | COM | 425K | 6K | – |
| NIKE INC | CL B | 357K | 5K | – |
| NOVO-NORDISK A S | ADR | 71K | 500 | – |
| NUVEEN S&P 500 BUY-WRITE INC | COM | 3K | 200 | – |
| NVIDIA CORPORATION | COM | 3M | 21K | – |
| NUVEEN AMT FREE MUN CR INC F | COM | 1K | 100 | – |
| OCCIDENTAL PETE CORP | COM | 506K | 8K | – |
| PALO ALTO NETWORKS INC | COM | 633K | 2K | – |
| PELOTON INTERACTIVE INC | CL A COM | 3K | 1K | – |
| PEPSICO INC | COM | 302K | 2K | – |
| PRECISION BIOSCIENCES INC | COM NEW | 321 | 33 | – |
| PROCTER AND GAMBLE CO | COM | 125K | 760 | – |
| PROSHARES TR | SHORT S&P 500 NE | 15K | 1K | – |
| PRUDENTIAL FINL INC | COM | 98K | 840 | – |
| QUALCOMM INC | COM | 100K | 500 | – |
| QUANTA SVCS INC | COM | 814K | 3K | – |
| RTX CORPORATION | COM | 47K | 466 | – |
| REALTY INCOME CORP | COM | 10K | 188 | – |
| REGENERON PHARMACEUTICALS | COM | 4M | 3K | – |
| RENAISSANCE CAP GREENWICH FD | IPO ETF | 40K | 1K | – |
| RIO TINTO PLC | SPONSORED ADR | 119K | 2K | – |
| SHELL PLC | SPON | 217K | 3K | – |
| S&P GLOBAL INC | COM | 555K | 1K | – |
| SPDR S&P 500 ETF TR | TR UNIT | 4M | 7K | – |
| SPDR GOLD TR | GOLD SHS | 190K | 884 | – |
| SPDR INDEX SHS FDS | EURO STOXX 50 | 47K | 930 | – |
| SPDR SER TR | BBG CONV SEC ETF | 29K | 400 | – |
| SPDR SER TR | PORTFLI TIPS ETF | 156K | 6K | – |
| SSGA ACTIVE ETF TR | BLACKSTONE SENR | 14K | 327 | – |
| SSGA ACTIVE ETF TR | ULT SHT TRM BD | 1M | 28K | – |
| SPDR SER TR | BLOOMBERG INVT | 12M | 373K | – |
| SPDR SER TR | BLOOMBERG 1-3 MO | 2M | 19K | – |
| SELECT SECTOR SPDR TR | ENERGY | 3M | 34K | – |
| SELECT SECTOR SPDR TR | INDL | 97K | 800 | – |
| SIMON PPTY GROUP INC NEW | COM | 61K | 400 | – |
| SMITH A O CORP | COM | 7K | 80 | – |
| SOLAREDGE TECHNOLOGIES INC | COM | 28K | 1K | – |
| STARBUCKS CORP | COM | 39K | 500 | – |
| TJX COS INC NEW | COM | 1M | 13K | – |
| T-MOBILE US INC | COM | 11M | 60K | – |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 305K | 2K | – |
| TELEDYNE TECHNOLOGIES INC | COM | 120K | 310 | – |
| TESLA INC | COM | 215K | 1K | – |
| TETRA TECH INC NEW | COM | 101K | 492 | – |
| THERMO FISHER SCIENTIFIC INC | COM | 295K | 533 | – |
| TWIST BIOSCIENCE CORP | COM | 187K | 4K | – |
| US BANCORP DEL | COM NEW | 272K | 7K | – |
| UBER TECHNOLOGIES INC | COM | 254K | 4K | – |
| UNITEDHEALTH GROUP INC | COM | 2M | 5K | – |
| VALE S A | SPONSORED ADS | 45K | 4K | – |
| VANECK ETF TRUST | MRNGSTR WDE MOAT | 281K | 3K | – |
| VANECK ETF TRUST | SEMICONDUCTR ETF | 104K | 400 | – |
| VANECK ETF TRUST | RARE EARTH AND S | 1K | 30 | – |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 104K | 1K | – |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 370K | 3K | – |
| VANGUARD WORLD FD | MATERIALS ETF | 10K | 51 | – |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 90K | 800 | – |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 219K | 5K | – |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | 2M | 30K | – |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 813K | 2K | – |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 263K | 2K | – |
| VANGUARD INDEX FDS | SM CP VAL ETF | 256K | 1K | – |
| VERIZON COMMUNICATIONS INC | COM | 82K | 2K | – |
| VISA INC | COM CL A | 4M | 15K | – |
| WP CAREY INC | COM | 13K | 230 | – |
| WALMART INC | COM | 4M | 56K | – |
| WARNER BROS DISCOVERY INC | COM SER A | 5K | 725 | – |
| WASTE MGMT INC DEL | COM | 3M | 14K | – |
| WELLS FARGO CO NEW | COM | 297K | 5K | – |