Investment Management
At Alto Capital AG, we craft bespoke investment strategies tailored to the unique goals of our ultra-high-net-worth clients. Our approach is rooted in rigorous analysis and a deep understanding of both public and private markets. We ensure that our clients have tailored exposure to low-volatility equity income opportunities, providing them with steady and reliable cash flows. Moreover, we facilitate access to credit for families and conglomerates, particularly in special situations in which traditional lenders may fall short. By broadening our network of credit providers, we offer competitive financing solutions that are uniquely aligned with our clients’ needs.
Strategic Focus and Clusters
We provide comprehensive wealth planning services to help families manage their assets effectively across generations. Our services include:
Strategic Asset Allocation: We design and implement tailored asset allocation strategies that align with your family’s financial goals.Detailed Financial Reporting: Utilizing advanced tools, we consolidate and report on your investments, providing clarity and insight into your wealth.
Risk and Liquidity Management: We proactively manage risks and ensure sufficient liquidity to meet both current and future needs.
Next-Gen Education and Succession Planning: We prepare the next generation for leadership, ensuring a smooth transition of wealth and values.
Business & Financial Advisory
Our advisory services are tailored to meet the complex needs of our clients, whether they’re raising capital, managing debt, or seeking private investment opportunities. We help families and businesses secure funding under favorable terms and provide expert guidance in structuring and renegotiating debt. Additionally, we offer access to:
Capital Raising: We help families and businesses secure funding under favorable terms, ensuring they can meet their financial goals.Debt Management and Structuring: We provide expert guidance in structuring and renegotiating debt to optimize financial health.
Private Equity and Co-Investment Opportunities: Access to exclusive private equity and co-investment opportunities to help diversify portfolios.
Impact Investing and Real Estate: We offer options in impact investing and real estate, allowing clients to diversify their portfolios and align investments with their values.
Advanced Technology for Investment Analysis
We leverage Addepar, a cutting-edge technology platform, to provide our clients with a superior portfolio management experience. Through Addepar, we offer:
Portfolio Data Aggregation: Aggregation of data across any asset class or currency, giving a complete view of your investments.Instant Analysis and Visualization: The ability to instantly analyze and visualize portfolio data for informed decision-making.
Streamlined Performance Reporting: Efficient reporting that allows for timely assessments of portfolio performance.
Secure, Scalable, and Customizable Operations: A platform that is secure, scalable, and tailored to meet the unique needs of each client.