Amalia Partner AG

EST. AUM
$0

CONTACTS
1

CLIENT ACCOUNTS
0

Firm Details

Metro area Zurich
CRD Number 338138
Website amaliapartner.ch
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Overview

Amalia Partner AG is an independent Swiss multi-family office and wealth management firm based in Zurich that supports multiple families, entrepreneurs, and high-net-worth individuals with tailored, long-term wealth planning and investment solutions. The firm combines deep expertise in asset allocation, portfolio design, and wealth structuring with a relationship-driven advisory approach, emphasizing continuity, discretion, and strategic alignment with client goals. Amalia Partner’s team draws on decades of experience across private banking, asset management, and family office services, enabling it to serve as a trusted partner that helps clients navigate complex financial landscapes and preserve multigenerational wealth. Core to its philosophy is a commitment to understanding client values and objectives and translating them into coherent strategies that balance risk, growth, and legacy considerations over extended time horizons.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Amalia Partner AG

Platform Details

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Address

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