Services
Amadeus is the Next Generation Wealth and Investment Management Boutique which invests jointly in human resources and technology to offer to its family clients innovative services and evolutive solutions.
Private office
We take an active part in the organization, development, and administration of your family assets, and we personally commit to assisting you in the implementation of your decisions.
We help you organize your banking relationships, negotiate their operational and fee conditions, and follow and consolidate the portfolios for which you have eventually granted third-party asset management mandates. Our network and our intimate knowledge of Swiss and international players in the field of banking and finance also enables us to select your new banks and asset managers through a rigorous call for proposal.
We have developed tools to process your bills and manage the costs inherent to the maintenance of your family assets and consolidate the latter.
Affected by these missions since the beginning of our history, we offer you our vast experience on a vast spectrum of different family situations.
To landmark our commitment by your side even further, we can additionally offer to act as board members or principals of your private holdings or family foundations as well as executors or trust protectors.
To orchestrate, explain, and reassure, we are an intergenerational link, the living memory of your family assets.
Portfolio Management
Our portfolio management team deals with any and all asset classes and manages accounts according to our clients’ specific investment objectives and constraints.
Our services include a comprehensive assessment of each client’s financial situation, goals, and personal preferences.
Through detailed, technologically supported risk and performance modelling, we can help our clients understand the risk-return trade-offs available to them, so that we can jointly find the optimal solution for our clients’ their wealth.
Knowing the industry inside and out, we are aware of the conflicts of interest that often plague financial firms. We therefore attach great importance to our independence, which allows us to construct the most efficient portfolios, using both direct investments and carefully selected third-party products.
Our investment team comprises seasoned experts who have gained deep insights and experience as traders or portfolio managers at prestigious banks and asset managers. While personal service and relationships are key, we follow a highly institutionalised investment process, thus guaranteeing continuity regardless of individuals and across generations.
Asset Management
Our Asset Management franchise continuously evolves with the development of new strategies, tested with proprietary capital and eventually made accessible to our clients and partners through funds or actively managed certificates (AMCs).
Through its now fully integrated sister company, W Capital, Amadeus has managed investment funds since 2010, focusing on liquid alternatives and systematic strategies.Today, our Asset Management forms a mutually beneficial symbiosis with our family office and wealth management services. Our proximity to our clients helps us to develop ideas and design differentiated products that meet the most pressing needs.
On the other hand, our asset management activities, which must measure up to the products of industry leaders, ensure that our team keeps pace with the best, so that our clients benefit from both excellent service and state-of-the-art investment expertise.
Private Markets
Private market investments such as private equity, venture capital, or real estate have helped institutional investors generate attractive risk-adjusted returns worldwide for decades.
As the ecosystem has matured, we view it as an increasingly relevant building block in the private wealth space.
Having been exposed to the diverse requirements of our family clients for many years, we benefit from more than a decade of experience managing illiquid assets, from direct investments to closed-end funds. Aside from helping you develop and implement a tax and operationally-efficient private market strategy, we are happy to assist in structuring direct deals and frequently invest alongside our clients.
Our traders, portfolio managers, and relationship managers are familiar with the particular requirements of entrepreneurial clients who may hold concentrated positions and can help you diversify your wealth over time through customized strategies.
Financial Technology
Aside from various financial databases and our proprietary research and analytics toolbox, we have implemented a modern portfolio management and aggregation system (PMS), giving our clients a daily 360° overview of their assets.
Our PMS is the cornerstone of our communication with our family clients. It is a fully integrated program for portfolio analysis, consolidated reporting, detailed performance computation, as well as constraints management and cost control, which operates based on the encrypted information that we receive daily from our custodian banks. Of course, non-listed assets also have their place in the system.
Technology and financial analysis are an absolute necessity for a wealth and investment management boutique like ours, and we, therefore, devote a significant portion of our budget to it. Our internally developed quantamental platform supports decisions that ultimately remain under human control; we do not pursue black-box strategies.
