Wealth Management
Audit of Bank relations and Portfolios
Amber Lion Partners analyzes, optimizes and restructures your bank relations and portfolios, as well as your fee structure.
Scope: discretionary and advisory mandates, investment policy, asset allocation, risk allocation, performance analysis, portfolio efficiency, fee structure

Discretionary Mandates
Amber Lion Partners manages your wealth taking care at all time of your investments and risk parameters set for the mandate.
Currencies: USD, EUR, CHF, GBP
Asset Classes: Fixed Income, Equities, Commodities, Real Estate, Alternatives and Options strategies
Strategies: Tailor-made strategies with clear target returns
Leverage: Possible

Advisory Mandates
Amber Lion Partners provides you with investment advices and you remain the final decision maker.
Currencies: USD, EUR, CHF, GBP
Asset Classes: Fixed Income, Equities, Commodities, Real Estate, Alternatives and Options strategies
Leverage: possible

Asset consolidation Reporting
Amber Lion Partners provides you with a consolidated overview of all your assets booked with different custody banks. Thanks to our IT solution, you can access all your investments and risk parameters at all time in a very convenient format.
Custody banks: More than 15 banks available in different countries
Technology: WIZE by TW

Wealth Structuring, Relocation and Education
Amber Lion Partners can guide you through tax and wealth planning and introduce you to the most appropriate tax advisors and lawyers. Amber Lion Capital can also assist with relocation and education issues.
Areas covered: Tax, Heritage, Wealth Planning, Relocation, Education

“Don’t be afraid to give up the good to go for the great.”
– John D. Rockefeller
Discover our Expertise
- Wealth management
- Asset management
- Debt advisory
- Boutique investments