OFFERING

We manage your portfolio based on the criteria we define together with you. We do not set our clients into pre-defined and artificial “risk categories” and therefore our Discretionary mandates are flexible and fully tailor made to your bespoke needs. We employ our quantitative asset allocation models to manage the investment decisions to make sure that the process is disciplined, objective and always in line with our promise to you
Our advice is based on decades of experience and the sophisticated investment models we use. It is transparent and independent from banks and we are not confined to traditional asset allocations or classes. Most important of all, as we do not accept commissions from third parties, you can be sure that our advice to you is always objective and made with your best interest in mind.
Based on investor demand, Amplia has created a Luxembourg fund company together with its Finnish partners at Aval Asset Management. Our funds rely on a robust EU legal framework making the funds compatible with all EU jurisdictions. They provide investors with tailor made investment strategies in a tax-efficient and cost transparent way. Individuals, Family offices and institutional clients can use Amplias fund platform to launch private label funds as they deem appropriate.
We work closely together with top-tier tax advisors and lawyers in Switzerland, United Kingdom, Finland and Sweden. Our overarching commitment to objectivity and transparency is an integral part of the wealth planning process. We do not accept kick-backs from our partners: we simply want you to have access to the most capable specialists, be it for tax advice or investment vehicles.
We can help you pool and safeguard your familys interests towards various custodian banks and other providers. Family office services may also be useful in connection with wealth planning: when you want to preserve your wealth for the next generation or enable your individual family members to pursue different objectives whilst keeping everything closely together.
We live in an open and mobile world and you may want to relocate from one country to another, depending on your current life situation. We at Amplia have assisted numerous families to relocate between countries and are happy to discuss your options and connect you to the best experts, should you feel the time to be right for a change of your country of residency

ADJUSTABLE AND DATA-BASED INVESTMENT STRATEGIES
TAILORED FOR YOU.

ADJUSTABLE AND DATA-BASED INVESTMENT STRATEGIES
TAILORED FOR YOU.