Amalia Partner AG offers both discretionary and non-discretionary asset management services. Discretionary management involves Amalia providing ongoing supervision over your accounts, including asset allocation and portfolio rebalancing. Non-discretionary services provide advice and recommendations, but you make the final investment decisions. Amalia may also provide family office services to existing clients, assisting with coordination of other professional advisors.
Fee Structure
Amalia Partner AG charges a percentage of your portfolio each year for both discretionary and non-discretionary asset management. The fee ranges from 0.3% to 0.8% per year, billed quarterly based on the value of your investments. The exact fee is negotiable based on factors like the type of client, complexity, investment strategy, and total assets managed. Amalia may also charge a performance-based fee, generally not exceeding 20% of the capital appreciation attained within the client's account.