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Ameliora Wealth Management
Ameliora Wealth Management was established in 2012 by Stefan Demuth. It originated from the entrepreneurial wealth of Swiss and Liechtenstein investment...
Overview
Ameliora Wealth Management was established in 2012 by Stefan Demuth. It originated from the entrepreneurial wealth of Swiss and Liechtenstein investment professionals seeking an independent platform. The firm pursues asset allocation, portfolio consulting, and wealth planning. Confirmed asset classes include hedge funds, digital assets, and real estate. It holds an LP commitment in Ares US Real Estate Fund X-A LP. Geographic focus covers Europe and North America. In June 2022 Ameliora acquired the American private client business of UBP Investment Advisors, transferring approximately CHF 1 billion in assets (per firm disclosures, 2022). The firm reports $878 million in assets under management. It maintains affiliations with GN Group Holding Anstalt and First Advisory in Liechtenstein. Service providers include Pershing LLC and CREAND as custodians.
General information
Firm type
Multi Family Office
Year founded
2012
Location
Region
Europe
Country
Switzerland
City
Zurich
Corporate office
Dianastrasse 9 8002 Zürich, Schweiz
Principals
Stefan Demuth
CEO and Founder
Hans Juerg Haeusler
Member of the Board of Directors
Markus Ferdinand Foser
Member of the Board of Directors
Sector focus
Frequently asked questions
Who runs investment decisions at Ameliora Wealth Management?
Stefan Demuth serves as CEO and Founder and directs investment decisions.
Does Ameliora Wealth Management participate in fund commitments or only direct deals?
Ameliora makes fund commitments, including an LP position in Ares US Real Estate Fund X-A LP.
What investment stages does Ameliora Wealth Management typically target?
The firm targets public markets and private real estate through fund vehicles.
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