Helping you differently
Economic outlook
Inside the company
Responsible investment
Funds and Solutions
Our mission
is to help our customers differently
Amplegest is an entrepreneurial asset management company whose original business line was to serve a high-end clientele.
Private wealth management aum
€2.054 billion
A different approach to private wealth management
- As an asset management firm on a human scale, we have grown 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.
- 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. At Amplegest, private wealth management is above all a human endeavour guided by shared values: courage, consistency and satisfaction of both employees and clients.
Building your future projects together
Your asset review
Our experts perform a customised financial, legal and tax audit which includes all components of your assets.
Putting it into action
We design a customised strategy (e.g. transmission, protection, taxes, philanthropy) based on your objectives and focused on three main themes: family, private assets and professional assets. This strategy defines the future organization of your personal wealth and plans its implementation.
Helping you over the long term
Your asset strategy much be adjusted to meet changing investment goals. We are committed to updating your portfolio at each milestone of your life.
Building your future projects together
Your asset review
Our experts perform a customised financial, legal and tax audit which includes all components of your assets.
Putting it into action
We design a customised strategy (e.g. transmission, protection, taxes, philanthropy) based on your objectives and focused on three main themes: family, private assets and professional assets. This strategy defines the future organization of your personal wealth and plans its implementation.
Helping you over the long term
Your asset strategy much be adjusted to meet changing investment goals. We are committed to updating your portfolio at each milestone of your life.
Dedicated solutions
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.
Discretionary investment management
The customised fund
Private Wealth Management
Discretionary investment management
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
A range of customised funds
- 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
Discretionary management with open architecture
- Management using multi-class international assets
- Invested in open architecture
- Taking a responsible approach
Our commitments
Committing to a more responsible finance
As an asset manager, Amplegest has chosen to invest responsibly by including non-financial risks through ESG criteria.
Our philanthropic commitment
For more than ten years, Amplegest has endeavoured to make finance more human – to bring meaning to its work, feel useful and above all to share.
Committing to a more responsible finance
Committing to a more responsible finance
As an asset manager, Amplegest has chosen to invest responsibly by including non-financial risks through ESG criteria.
Our philanthropic commitment
Our philanthropic commitment
As an asset manager, Amplegest has chosen to invest responsibly by including non-financial risks through ESG criteria.
Contact our sales team
Our sales team can provide you with any information you might need. To receive specific documents, subscribe to our newsletters or simply be contacted by our team, please fill out the form below or contact us directly.
Sales team
Dessal
Isabelle Dessal
Bourcier
Christine Bourcier
Spivac
Benjamin Spivac
Prot
Pauline Prot
Colonna d'Istria
Léopoldine Colonna d'Istria
Morizot
