Investment administration and asset
management
By "investment administration" we understand the management of somebody’s
assets by particularly trained and experienced asset managers.
Mainly it concerns the administration of liquid assets, thus shares, bonds
and liquidity; additionally every now and then different investment forms
can also be taken into consideration as e.g. taxefficient investments, enterprise
participation, structured products, etc..
Our service is useful for both wealthy private investors and institutions.
With the consultancy agreement the customer gives us only
the order for current consulting and monitoring his assets.
Opening of Swiss bank accounts
Your deposits/accounts will be kept in a Swiss Bank that fullfills your personal
requirements, opened by us in your name and in your favour.
Life insurances
By our trustful co-operation partners for many years we create the necessary
bases for you to conclude life insurances with Swiss insurance companies.
Optimization of your finances
By special investments, foundations or offshore companies your finances can
be optimized.
Real estate and mortgages
Both the mediation of domestic and abroad living and business real estate
belongs likewise to our services as assistance to establish mortgages.
Life annuities
We help you to establish life annuities to optimize inheritances and donations
in connection with real estate.
For respective detail data to individual conditions we will gladly be at your
disposal by phone +41/43 355 97 50 or by e-mail:mail@ampyx.ch
or by contact form.