The firm
A conviction-driven firm, anchored in the long term.
Our proprietary research enables us to anticipate changes in the economy and turn them into investment strategies for institutional investors, wealth managers and family offices as well as private clients, with one shared ambition: to create value, diversify opportunities and manage risk over time.
Our roots
Independent, Swiss, focused on the real economy.
Since 1990, we have been designing management mandates tailored to each investor’s profile, and active investment strategies directly linked to the real economy. Our independent ownership guarantees the freedom of our convictions: we serve only the interests of our clients and their beneficiaries.
Our history has been built step by step: first advising institutional investors, then managing collective investment schemes, with sustainable investment as the common thread, and the active management of targeted mandates. Authorised by FINMA since 2012, AMBERSTONE is licensed as a manager of collective assets within the meaning of FinIA. AMBERSTONE is a signatory to the PRI and holds B Corp certification.
Based in Vevey, we cultivate a direct and lasting relationship. Our entrepreneurial size makes us accessible, responsive and attentive to your expectations, without compromising on the rigour of an institutional process.
Our values
Three principles, one shared standard.
They shape the way we invest and the relationship we maintain with you.
Conviction
We invest with a clear vision, grounded in analysis, experience and a direct understanding of the real economy. Every position is the result of a deliberate judgement, not of tracking an index.
Rigour
Each strategy is based on a structured, disciplined and controlled investment process. Risk management is integrated at every stage, from stock selection to portfolio monitoring.
Partnership
We build a direct, lasting and personalised relationship, based on trust, transparency and alignment of interests. Your objectives and constraints guide our decisions.
Our approach
Four investment principles
Conviction based on analysis
Every position stems from in-depth fundamental research. We only invest in what we understand.
Process discipline
A structured, repeatable framework. Risk is managed at every stage of the decision, from analysis to portfolio monitoring.
Long-term horizon
We favour the long term over market noise: turning time into value.
Connection to the real economy
Mandates and strategies connected to companies, resources and the opportunities arising from economic transformation. Social, environmental and governance dimensions are applied as parameters.
Commitments
Verifiable marks of trust.
Our approach is based on recognised frameworks and a Swiss regulatory authorisation. We are supervised by the Swiss Financial Market Supervisory Authority (FINMA).
An institution supervised by FINMA, the Swiss Financial Market Supervisory Authority.
A commitment to demanding standards of social and environmental performance.
Signatory to the Principles for Responsible Investment.
Two of our strategies, Global Environment and Europe Dividend, are classified under Article 8 of the EU Sustainable Finance Disclosure Regulation (SFDR).
Our teams
Dedicated, accessible contacts.
Portfolio managers, analysts and relationship managers: a small, attentive team that knows your accounts. You speak directly to decision-makers.
See the team and contact details
Let's talk about your mandates
Together, let's build sustainable, disciplined performance.
An initial, no-obligation conversation to understand your expectations and those of your clients.