Ameliora Wealth Management Ltd.
- Regulatory AUM
- $1.2B
- Discretionary
- $797M
- Clients
- 250
- Avg AUM / client
- $4.7M
- Accounts
- 329
- Employees
- 11
AUM over time
Annual snapshots from Form ADV filings · as of Mar 24, 2026
Investments (13F portfolio — 232 positions, $313,686,373)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | ISHS 5-10YR INVT | $23,946,978 | 449,962 | 7.63% | 2.06% |
| 2 | Ishares Tr | ISHS 1-5YR INVS | $23,110,001 | 439,688 | 7.37% | 1.99% |
| 3 | Spdr Series Trust | STATE STREET SPD | $22,658,759 | 736,152 | 7.22% | 1.95% |
| 4 | Ishares Tr | CORE S&P500 ETF | $21,909,970 | 33,542 | 6.98% | 1.88% |
| 5 | Etfs Gold Tr | PHYSCL GOLD SHS | $21,016,401 | 471,014 | 6.7% | 1.81% |
| 6 | Ishares Tr | INVESTMENT GRADE | $19,133,616 | 424,623 | 6.1% | 1.65% |
| 7 | Vanguard Intl Equity Index F | FTSE EUROPE ETF | $8,974,237 | 108,871 | 2.86% | 0.77% |
| 8 | State Str Spdr S&Amp;P 500 Etf T | TR UNIT | $7,607,603 | 11,699 | 2.43% | 0.65% |
| 9 | Nvidia Corporation | COM | $7,587,272 | 43,505 | 2.42% | 0.65% |
| 10 | First Tr Exchange Traded Fd | NASDQ CLN EDGE | $7,282,582 | 44,520 | 2.32% | 0.63% |
| 11 | First Tr Exchange Traded Fd | SMID RISNG ETF | $6,915,785 | 175,394 | 2.2% | 0.59% |
| 12 | Ishares Tr | CORE US AGGBD ET | $6,431,703 | 64,790 | 2.05% | 0.55% |
| 13 | Invesco Qqq Tr | UNIT SER 1 | $5,980,162 | 10,361 | 1.91% | 0.51% |
| 14 | Dbx Etf Tr | XTRACK MSCI JAPN | $5,644,649 | 55,876 | 1.8% | 0.49% |
| 15 | Broadcom Inc | COM | $5,203,792 | 16,813 | 1.66% | 0.45% |
| 16 | Apple Inc | COM | $5,154,475 | 20,310 | 1.64% | 0.44% |
| 17 | Ishares Inc | MSCI GERMANY ETF | $4,934,241 | 124,387 | 1.57% | 0.42% |
| 18 | Alphabet Inc | CAP STK CL A | $4,370,912 | 15,200 | 1.39% | 0.38% |
| 19 | Ishares Tr | RUS TP200 GR ETF | $4,290,997 | 17,244 | 1.37% | 0.37% |
| 20 | Global X Fds | DEFENSE TECH ETF | $4,261,097 | 60,151 | 1.36% | 0.37% |
| 21 | Microsoft Corp | COM | $4,196,617 | 11,337 | 1.34% | 0.36% |
| 22 | Citigroup Inc | COM NEW | $4,100,895 | 36,160 | 1.31% | 0.35% |
| 23 | Jpmorgan Chase &Amp; Co | COM | $4,068,821 | 13,832 | 1.3% | 0.35% |
| 24 | Walmart Inc | COM | $3,967,639 | 31,925 | 1.26% | 0.34% |
| 25 | Ishares Tr | MSCI EURO FL ETF | $3,748,884 | 107,572 | 1.2% | 0.32% |
Top 25 of 232 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 99 | $336M | 28.9% |
| High net worth individuals | 118 | $549M | 47.2% |
| Charitable organizations | Fewer than 5 clients | $949K | 0.08% |
| Insurance companies | Fewer than 5 clients | $3.0M | 0.26% |
| Corporations and other businesses | 33 | $274M | 23.5% |
People (9)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Nigg, Georg | Shareholder | Dec 2007 (19y) | ≈ 18.75% – 50% via Gn Group Holding Anstalt | |
| Haeusler, Hans, Juerg | Member Board Of Directors | Apr 2012 (14y) | Less than 5% | |
| Ackermann, Iwan, Josef | Shareholder | Feb 2013 (14y) | ≈ 12.5% – 37.5% via Piper Establishment | |
| Moosleithner, Angelika, Iris | Shareholder | Feb 2013 (14y) | ≈ 25% – 56.25% via Piper Establishment | |
| Foser, Markus, Ferdinand | Member Board Of Directors | Jun 2013 (13y) | Less than 5% | |
| Nigg, Andreas, Fidel | Member Board Of Directors | Jun 2016 (10y) | Less than 5% | |
| Gilgen, Andreas | Chief Investment Officer | Aug 2022 (4y) | Less than 5% | |
| Demuth, Stefan, Thomas | Chief Executive Officer | Dec 2022 (4y) | Less than 5% | |
| Schaad Mettler, Matthias | Chief Compliance Officer | Mar 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Piper Establishment | Shareholder | Dec 2012 | A | 50% – 75% |
| Gn Group Holding Anstalt | Shareholder | Feb 2012 | A | 25% – 50% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Nigg, Georg: 75% – 100% of Gn Group Holding Anstalt × 25% – 50% direct ≈ 18.75% – 50% of the firm
- Ackermann, Iwan, Josef: 25% – 50% of Piper Establishment × 50% – 75% direct ≈ 12.5% – 37.5% of the firm
- Moosleithner, Angelika, Iris: 50% – 75% of Piper Establishment × 50% – 75% direct ≈ 25% – 56.25% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/24/2026 | 1.1 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Union Bancaire Privee, Ubp S.A. $395M (34% of AUM) Mar 2026
- Bank Vontobel Ag $276M (24% of AUM) Mar 2026
- UBS $147M (13% of AUM) Mar 2026
- Banque Pictet & Cie Sa $54.4M (33% of AUM) Aug 2022
- Vp Bank Ag $48.2M (29% of AUM) Aug 2022
- Neue Bank Ag $42.7M (26% of AUM) Aug 2022
- Dreyfus Sohne Und Cie $10.2M (6% of AUM) Aug 2022
- Bank Julius Baer & Co. Ltd. $9.5M (6% of AUM) Aug 2022
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 24, 2026.
View current Form ADV (SEC/IAPD) ↗