Services

Asset management

Discretionary asset management represents the core business of ALTRAFIN. Clients have the flexibility to select their preferred custodian banks, while ALTRAFIN collaborates with leading institutions in Switzerland and internationally, in strict compliance with regulatory requirements. The firm places the highest priority in developing close personal relationships with its clients. Due to ALTRAFIN’s select clientele and their demanding quality expectations, detailed and transparent reporting forms one of the cornerstones of the company’s continuous client communication.

In addition to bespoke individual mandates, ALTRAFIN also manages investment funds on behalf of its clients. The company’s investment philosophy, strategy, and implementation remain consistent across both discretionary mandates and managed investment funds.