Private Wealth Management
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Our mission: helping our clients differently
Amplegest is an entrepreneurial wealth management company whose original business line was to serve a high-end clientele.
Mises en œuvre au travers de gestions de conviction, les stratégies proposées par Amplegest couvrent un large spectre de classes d’actifs tout en gardant cet esprit «boutique» qui les caractérisent : gestion actions européennes et internationales, gestion global macro et gestion obligataire value.
aum in private wealth management:
€2.054 billion
€2.054 billion
aum
A different approach to private wealth management
An wealth management firm on a human scale, we have developed with a “boutique” spirit and long-term vision based on strong convictions.
At Amplegest, private wealth management is above all a human endeavour guided by shared values: courage, consistency and satisfaction of both employees and clients.
for further information on our values
Our entrepreneurial culture allows us to surmount the barriers intrinsic to large firms, giving us a management style which is flexible, quick to react and highly personalised.
To help you set your objectives, and to organise and grow your assets for the long-term, you will have a dedicated expert team comprising an account manager, portfolio manager and wealth planner.
Building your future projects together
performing your asset review
Our experts carry out a customised financial, legal and tax audit which includes all components of your assets.
implementing your asset strategy
We design a custom-made asset strategy, based on your objectives (donation, protection, taxes, philanthropy, etc.) and three main themes: family, personal assets and professional assets. this strategy aims to define the future organisation of your assets, and to plan for its activation.
Helping you over the long term
Your investment objectives may change, and with them your asset strategy. we are committed to updating your portfolio at each milestone of your life.
Building your future projects together
performing your asset review
Our experts carry out a customised financial, legal and tax audit which includes all components of your assets.
implementing your asset strategy
We design a custom-made asset strategy, based on your objectives (donation, protection, taxes, philanthropy, etc.) and three main themes: family, personal assets and professional assets. this strategy aims to define the future organisation of your assets, and to plan for its activation.
Helping you over the long term
Your investment objectives may change, and with them your asset strategy. we are committed to updating your portfolio at each milestone of your life.
our innovative, customised investment solutions
Amplegest, specialist in financial management
Amplegest helps you structure your financial investments by placing at your disposal a wide range of high-quality investment solutions adapted to your needs. we offer personalised wealth management which takes into consideration your performance objectives, investment horizon and risk tolerance.
Our commitments
Personalised, long-term assistance.
Monthly reports on markets and the economy.
Regular detailed management reports.
Digital technologies for enhanced customer service.
A transparent fee structure for alignment of interests.
Our responsibilities
Practice responsible finance with our employees, partners and clients.
Adhere to our governance charter, signed by every employee.
Ensure the long-term stability of our teams.
Include environmental, social and governance criteria in our management decisions.
Keep human interests foremost in our concerns through philanthropic commitment.
Our dedicated solutions
Discretionary Investment Management
The customised fund
Private Wealth Management
Discretionary Investment Management
A range of customised discretionary mandates
- A range of customised discretionary mandates
- Diversified international discretionary mandates
- Entrepreneur mandates
- 100% SRI mandates
- “Yield” mandates
- PEA mandates
- Structured product mandates
The customised fund
Your retail fund at institutional standards
- Specifications defined together with you
- Available through either a mutual fund or a French SICAV
- Our teams handle 100% of the work
Private Wealth Management
A turnkey wealth management solution
- Management with multi-class international assets
- Invested in open architecture
- Taking a responsible approach
Diversify your investments
Our teams offer a range of advanced solutions for portfolio diversification:
Property investment (club deals, off-market sales of assets, real estate and hotel funds)
Private equity (institutional solutions in private equity and debt)
Direct access to structured products
Our mission: helping our clients differently
Our team of experts is dedicated to helping you
19 years’ experience on average
Vandermarcq-Saltiel
Neuvy
Auboyneau
Lernould
Dulcire
Daldoul
Huet
Hedelin, CFA
Baslame
Cecchini
Toqué
Find out about the amplegest team
Vandermarcq-Saltiel
Neuvy
Auboyneau
Lernould
Dulcire
Daldoul
Huet
Hedelin, CFA
Baslame
Cecchini
Toqué
contact our sales team
sales team
Our sales team is at your disposal for any information. If you wish to receive specific documents, subscribe to our feeds or simply be contacted by our team, we invite you to fill in the form below or contact us directly.
