Private Wealth

We put our knowledge at your service

Your Wealth deserves the finest service

Personalization is at the core of our Managed Account activity. We provide our clients with a tailor-made approach and constantly adapt to their needs.

Our high-level service suits the needs of a diverse clientele, from the private investor to the institutional client.

We work with tier-1 banks and we establish a set of innovative investment schemes to suit all levels of capital.

With your manager at Altor Capital, you will define the level of risk and capital preservation of your portfolio. The manager will then put your capital at work within this framework.

  • Discretionary Mandate

    With our discretionary mandate you delegate your investment decisions to our portfolio manager and benefit from controlled management of your financial assets. Altor Capital discretionary mandate follows a three steps process. See below

  • Dynamic Mandate

    We put our experience and market skills to achieve absolute return even in bear market by investing in derivative products such as CFD’s on single stocks and major indices. Use of leverage is possible.

  • Advisory

    You take the decision and we help you to implement it with the best execution possible. Our asset managers' expertise combined with their deep understanding of the factors driving price movements enable us to deliver timely advice on implementating your strategy.

Discretionary Mandate

Altor Capital  discretionary mandate follows a three steps process:

 

1. Together we analyze your risk profile and define the investment objective.

2. We build up your portfolio and allocate your wealth given your fx exposure and your risk profile.

3. We follow-up permanently with you and keep you updated on the situation of your portfolio.

An investment in knowledge pays the best interest.

Wealth Management for Entrepreneurs

We offer innovative and personalized investment solutions to high-net-worth individuals and family offices, with a focus on serving entrepreneurs. We understand the unique challenges and needs of entrepreneurs. This shared mindset allows us to create bespoke wealth management strategies that resonate with our clients’ entrepreneurial spirit.

We offer unparalleled availability and constant market access, specializing in investment solutions across the European and US markets. Our team brings extensive trading floor experience, ensuring that our strategies are as dynamic as the markets we navigate.

 

Navigating the Journey of Rapid Wealth Acquisition

The journey to acquiring wealth, especially at a rapid pace, comes with its own set of challenges and opportunities. We recognize the complexities involved in handling your first millions – from the excitement of success to the nuances of financial management. Our team is adept at guiding you through this transformative period, ensuring that your wealth is not just preserved, but also strategically positioned for continued growth and security.

You must always overcome your comfort zone.

Investment Strategy and Objectives

At Altor Capital the investment objective is to generate absolute return. In an environment where yields are low, we primarily invest in equities.

The mandate, while focusing on capital preservation, seeks to deliver a net annual return of >10% regardless of market conditions.

Investments are made predominantly into liquid European and US assets. Macro trades are implemented through futures on major indices, with the possibility of going short and using leverage.

The decision process involves fundamental bottom up analysis, macro inputs and market intelligence on upcoming catalysts.

The mandate follows a proprietary trading philosophy, with tight stop loss rule, high turnover and short holding periods.