- our people
CEO & Co-founder
Mikael gained his Masters degree in Economics at the Helsinki School of Economics and Business Administration, Hanken in 1992.
In the same year he started his career as a project analyst at Wärtsilä Oy in Helsinki. Between 1994 and 1996 Mikael worked for Wärtsilä France where he was responsible for launching the company’s high speed Power Plant business in South East Asia.
From there he moved to Wärtsilä Power Development in London where as Senior Development Manager he was tasked with project financing of power plant projects in emerging markets. Mikael moved to Bank Hofmann in Zürich in 1999 where he headed the Finnish Private Banking business. In 2003 he was made Partner at EFG Bank in Zürich where he stayed until 2012 steadily growing the Nordic business and developing financial solutions for the banks private and institutional clients.more
Jenny has been working in various back office and front office functions in the financial industry since 1990. Her background in both treasury operations as well as accounting and as assistant in various private banking roles give her a uniquely solid foundation for understanding and helping our clients and providing administrative support for our organization.
Board memberClaes-Johan is a graduate from the Royal Swedish Naval Academy and the Stockholm School of economics from where he holds a degree in Economics and Business administration.From 1984 Claes-Johan served in various management positions as Treasurer, CFO and CEO in Swedish Match, Stora and Lexmar in Sweden, Switzerland and the USA before moving into banking in 1994.
He was Managing Director of Swedbank in Luxembourg and London and thereafter held various management positions in Swedbanks Investment Bank in London. From 2001 to 2012 he acted as CEO of Banque Carnegie Luxembourg S.A where he oversaw the wealth management, fund administration, banking and treasury services of the banks Luxembourg, London and Geneva offices. In 2009 he was further appointed as Group Head of Private banking at Carnegie Investment Bank.Since 2012 Claes-Johan acts as an Independent Advisor and director as well as the Swedish Honorary General Consul in Luxembourg. more
Head Portfolio management (in Co-op. with Eniso Partners)
Adrian Wenzel graduated with a Masters degree in Finance from the University of Basel in 1999. Adrian is a "Certified International Investment Analyst" as well as a certified Swiss Investment analyst. He started his career in Argentina before moving to London as a Strategy Advisor. In 2001 he moved to Baloise Asset Management as Equity Portfolio Manager where he was responsible for managing over CHF 1 bn.
In 2006 he accepted a new challenge becoming Head of Asset Management, Equities, Switzerland at Bank Sarasin in Zürich. Due to his success in the field of quantitative equity management he was made head of global equities in 2007. His clients consisted mainly of large pension funds, family offices and independent equity funds. Since 2008 he is the Chief Investment Officer of Eniso Partners in Zurich.more
Portfolio management (in Co-op. with Eniso Partners)
Prior to joining the team of Eniso Partners Oliver was a Junior Portfolio Manager within the credit team of Lombard Odier Investment Managers Fixed Income & Currencies Group from 2011 to 2014.Oliver earned a bachelor's degree in international business, majoring in finance from the European Business School London in 2010. During his Erasmus program, Oliver earned a master’s degree in Finance from the Université Paris Dauphine. more
Previously, he was a macro analyst and junior equity execution trader at Moore Capital Management, a global macro hedge fund in London and prior to that a junior fund analyst at Lozé & Associés, a pioneer in the funds of funds industry in Paris.
He began his career as a financial analyst responsible for covering European financial institutions at Westpac Banking Corporation in Sydney.
- amplia in short
Amplia & Co was founded by a group of senior bankers and wealth management specialists who believe that new technological requirements and increasing regulatory oversight pose not only challenges but also real opportunities to provide clients a higher level of performance, security and service. At Amplia we combine traditional Swiss long term thinking with the latest technology and complete transparency. Openness, honesty and efficiency are words easily used but unfortunately not always experienced in the world of finance. We have decided to go a step further than just promise.
- We do not accept any hidden fees, retrocessions or third party commissions and provide our clients full price transparency.
- We are independent from banks.
- We employ the award winning Eniso Partners Quantitative investment method to help us manage our clients assets.
- We are fully compliant with Swiss law and have a high level of organisational and internal processes. Amplia's wealth management activities are managed in accordance with FINMA requirements.
- We are highly capitalized which provides our clients additional security and operational flexibility.
- We give our clients access to a complete set of reporting and control tools.
regulatory structureClick for our regulatory structure
- our services
Our primary focus is to manage our clients investment portfolios, but with our extensive network of experts we can provide help and numerous services to our international clients.
Having wealth is a privilege and with privilege comes responsibility. Whether you are a successful entrepreneur, have inherited wealth or are an institutional investor you are responsible for making sure that the wealth at your disposal is managed purposefully and taking into account the long term interest of all beneficiaries. Managing wealth however means more than looking after money on a bank account or shares in a deposit. It means taking into account things like short term liquidity needs, cash flows, tax effects. One needs to consider issues such as risk profiles and acceptable volatility. In the longer term you need to optimize your asset allocation ranging from cash to cars and real estate to art. The key in all this is to make sure that whatever strategy is chosen it is done taking into account the entire scope of your short and long term needs. Such planning requires expertise and experience. As managers of wealth we at Amplia & Co can support you with these issues based on decades of experience and a successful track record.
Tailored services for individuals and organizationsOur extensive network of experts is at your disposal for everything from Tax advice, Credit arrangements or relocation to Switzerland.
Our clients are mainly wealthy individual investors or family owned entities. Very often our clients are entrepreneurs or families who wish to focus on managing their companies or other interests and need a reliable long term partner to help them or their family offices look after their wealth. We support the varied needs of our clients by offering a range from loans and credit cards to tailor made product solutions. We can offer help to those who wish to move to, or set up corporate entities in Switzerland or seek help in taxation related issues. Naturally we also help all our clients to negotiate the best possible deals with the banks of their choosing.
Our MandatesThe basis for all our services are the individual needs of each of our clients. For this reason we do not make an artificial separation of our portfolios into Growth, Defensive or other predetermined strategies. lnstead of this we spend the time necessary to truly understand our clients needs and risk willingness and based on this we jointly agree on the parameters of the strategy to be followed.As we do not accept kickbacks or other fees from third parties you can be assured that any investments we undertake are always in your best interest. To put it simply, we do not choose the investment based on how much we earn from it but based on how suitable it is for you. Our portfolio managers have been selected as the best and third best equity managers in Switzerland in 2013 and 2012 respectively by the prestigious Bilanz magazine. ln our investment policy we follow a so-called core and satellite investment approach. This means that the core of the portfolio is invested directly into single global Blue Chip companies that we select based on our Systematic lnvestment process. This provides a wide exposure to the leading companies in the global equity markets while keeping costs low. To this we add our so called satellites that are equity or debt instruments that have been selected based on our mid to long-term views on the global macroeconomic situation. These investments consist of not only bonds, but also of equity investments into specific industries, sectors or geographic areas that we deem to be of specific interest. Some of our clients however, wish be fully in charge of the daily portfolio management and require our services for other purposes. Clients may need our help in executing trades or to negotiate attractive trading and custody fees with banks . Others need our help in order to obtain credits, follow up and control trades or simply act as a safe intermediary between themselves and the bank. Based on our discussion which each client we jointly settle on the best possible mix of the above parts thus enabling a portfolio that is managed in the most cost efficient manner and is tailor made to the clients needs.
Custodian BanksAs we are independent from banks our clients are free to choose the bank where they keep their accounts.
We then manage the assets as agreed between us and the client. We have negotiated preferential rates with some of the leading Banks in Switzerland and abroad. These include leading global institutions such as UBS Switzerland and Nordea Luxembourg but also smaller specialized private banks. This way we can assure that our clients not only get the best prices, but also the security and service that we require from our own counterparts.
ReportingWe provide detailed and transparent reporting for all accounts managed by Amplia.
Professional reporting lies at the core of our business model. We not only provide monthly or quarterly detailed reports to our clients but provide the electronic reporting tools that enable each of or clients to obtain any information at any time of the day. To us this is essential in order to assure that the client is well informed of the status of his wealth and can control that we keep our promises. Larger clients with many portfolios at different banks who also have unlisted wealth such as real estate, art and other valuables often find it difficult to plan their tax situation or get to grips with their cash management or overall financial planning. For such clients we can offer consolidated reporting services that not only shows all your wealth irrespective of where it is deposited or by whom it is managed, but also gives you all the details necessary for tax and cash flow planning.
Costs and pricingEach client is different and has different needs which is why we do not propose a standardized pricing model.
The client can choose between a fixed management fee or a performance fee or a fee that is a mixture of both. Most important though is that the client will always know what he pays us. Only the agreed fee and nothing more. We do not get any hidden fees or accept any kickbacks from funds or banks.
- why Switzerland
The financial industry is a central pillar of the Swiss economy. Swiss banks manage assets totaling CHF 6'567 billion out of which almost half is on behalf of foreign clients. In wealth management Switzerland is the undisputed world leader with a global market share of 25%. The Swiss financial sector employs over 103'000 people working for some 266 banks as well as thousands of fund- and independent asset managers.*
Switzerland 25% Singapore and Hong Kong 16% Channel Islands and Ireland 13% Caribbean and Panama 13% UK 11% United States 7% Luxembourg 6% Other 9%
Thanks to major regulatory changes since the financial crisis, Switzerland like other banking centres, has tightened its' rules in many areas such as tax compliance, minimum capital requirements and financial authority oversight. Switzerland is not only fully compliant with the latest global and OECD rules affecting the financial industry, but it has in many areas implemented regulations that set it at the forefront of securing client and depositor protection.
Switzerland is one of the oldest, richest and most stable democracies in the world with the highest per capita GNP in Europe. Switzerlands institutions, clean cities and nature as well as the quality of services and rule of law continue to draw deposits into the country and also attract companies and wealthy individuals. Zürich and Geneva have for years topped the leagues as the best cities in the world to live and work in.
With the quality of its infrastructure, long traditions of superior service and know-how of its banks and financial sector participants and adoption of the latest technologies, Switzerland is and remains the leading global Wealth management centre.
* Source Swiss Bankers Association 2016
Why work with AmpliaAmplia is fully compliant with Swiss law. Amplia's wealth management activities are managed in accordance with FINMA requirements. We embrace new technologies and are not afraid of change and challenges. Our Asset Management approach has been awarded the highest distinctions and we are a growing and profitable firm. Our founders and partners have been in the business long enough to know that putting the client first is the only way we can continue being successful.
We offer a dynamic, professional and entrepreneurial platform for experienced bankers who recognize that their success depends on honesty, performance and staying ahead of the competition. If this is the kind of organization you identify with and if you have an entrepreneurial nature and are willing to commit, please contact us.
- news and publications
Download: Bilanz Rating 2015 PDF
Download: Citywire Eniso-Amplia team PDF
Yhtiötiedote - M. Rosenlew ostaa osuuden Amplia & Co AG:stä
Bolagsmeddelande - M. Rosenlew förvärvar en andel i Amplia & Co. AG.
Download: Amplia Monthly Analytics December 2014 PDF
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