CRD: 164038
Ameliora Wealth Management Ltd.
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- Custodian
- Bank Vontobel · Merrill Lynch · UBS
- Clients
- Retail and Institutional
- Platforms
- VitalTimber alpha +more
- Established Date
- 04-01-2012
- Office Locations
- 1
Office Locations
About Ameliora Wealth Management Ltd.
Ameliora Wealth Management is an independent Zurich-based asset management firm serving private and institutional clients. The team provides discretionary portfolio management, advisory portfolio services, and wealth planning, emphasizing long-term value creation, sustainability, and risk-aware portfolio construction. It highlights a partner network across Switzerland and Liechtenstein and publishes quarterly investment letters.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Stefan Thomas Demuth
Chief Executive Officer, Chief Financial Officer
- CRD
- --
- Ownership
- Less than 5%
MARKUS FERDINAND FOSER
--
- CRD
- --
- Ownership
- Less than 5%
Quantum radial
North crest wave
- CRD
- #48043
- Ownership
- 22.5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $796,608,318 | $3,186,433 |
| Non-Discretionary | $366,133,107 | $4,634,596 |
| Total | $1,162,741,425 | $3,534,168 |
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Separately Managed Accounts
Total SMA Asset: $1,162,741,425
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $64,017,211 | 8.3% |
| Equity - Exchange | $154,258,339 | 20.0% |
| Corporate - Investment Grade | $144,231,547 | 18.7% |
| Private Funds | $57,846,877 | 7.5% |
| Other | $83,299,503 | 10.8% |
| Municipal Bonds | $104,895,670 | 13.6% |
| Cash | $92,555,003 | 12.0% |
| Other | $70,187,543 | 9.1% |
| Total | $771,291,693 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| UNISON DELTA | HARBOR RADIAL | JMOLWUINN | UWNOA | 2.91% | $41,955,490 |
| SUMMIT ATLAS | MOMENTUM MOMENTUM | A92KLOEIO | ZQSCP | 10.82% | $18,251,781 |
| VERTEX DELTA | VALUE CAPITAL | 8KJAJSAO3 | OOLAT | 9.84% | $1,430,499 |
| QUANTUM RADIAL EAGLE | MATRIX VERTEX | GTX19CW2R | TEGV | 11.58% | $62,262,567 |
| VITAL RADIAL | ATLAS UNISON | RSX55E1Y7 | BJG | 10.43% | $5,585,131 |
| CREST NORTH NORTH | MATRIX VERTEX | Z7BJRXUXK | JZCD | 8.16% | $68,520,925 |
| OAK CREST | DELTA MERIDIAN | 2UDNY9C6W | BXR | 8.45% | $107,643,307 |
| FUSION VITAL BRIDGE | QUANTUM ZENITH | MA7RUBGFJ | FUW | 4.25% | $62,828,007 |