OUR INVESTMENT APPROACH

Successful investment decisions and the so called “Miracle of Compounded Interest” are based on eliminating emotions and following a rational and disciplined process.

A myriad of academic research shows that those who have been able to stay invested during market nervousness and reign their exposure during investor euphoria have historically achieved higher returns than those who have too much relied on the investor sentiment and emotions.

On the other hand, there are times when markets are overly optimistic and asset class valuations drift away from their fair values. Such periods tend to be followed by below-mean returns.

To overcome this challenge and objectively analyse the vast amount of available financial data, we have developed a systematic investment process. Strategic investment decisions are made and regularly reviewed by Amplia Investment Committee. The Committee bases its decisions on independent research, produced inhouse and gathered from numerous third-parties. We continuously challenge our assumptions and evaluate differing opinions to ensure our views are impartial and not biased.

The investment decisions and recommendations are implemented in a cost efficient manner, favouring cost-efficient and liquid instruments. Each client portfolio is unique with its own characteristics and constraints. We pay due attention to achieving a tax-efficient portfolio composition that fits the client’s specific needs.

Similar to their owners, each client portfolio is individual. We do not hide behind artificial client categories but take the time to truly understand our clients as individuals. We tailor the portfolio for each client, based on the forward-looking capital market expectations, as well as the client’s investment objectives and constraints. As a result, the client has a bespoke investment strategy that not only he or she feels comfortable with, throughout the business cycle, but which is always adjustable as the life situation changes. Whether you wish to be personally engaged in each investment decision or wish us to make the investment decisions for you, you can be certain that we will be there to support you and that the services you get are based on a thorough understanding of your and your family’s needs.

ADJUSTABLE AND DATA-BASED INVESTMENT STRATEGIES
TAILORED FOR YOU.

ADJUSTABLE AND DATA-BASED INVESTMENT STRATEGIES
TAILORED FOR YOU.