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