During the launch phase, the company’s main client was the former employer of ALTRAFIN’s founding partners, a family investment office of a German entrepreneur with worldwide business interests.
The company has continued to develop successfully since 2001, expanding its client base significantly from 2009 onwards.
Since 2005, asset management for individual portfolio management mandates has been carried out through Altrafin AG, while the group’s fund-based asset management is conducted by Altrafin Advisory AG. There is no difference in the operations, staffing, location or investment philosophy of these entities.
Altrafin Advisory AG has been authorised and supervised by the Swiss Financial Market Supervisory Authority (FINMA) as an asset manager of collective capital investments (investment funds) in Switzerland since 2008.
In 2015, the company entered into a strategic joint venture with a German family office via CONREN Research GmbH, Zurich. This enabled the company to offer a range of investment fund solutions tailored exclusively to that family and now also for external third parties in Germany.
The group companies were consolidated in 2022 and now operates as the Altrafin AG. The Altrafin AG maintains the FINMA license as an asset managers of collective assets under Article 24 FinIA and offers both individual portfolio management mandates and the fund-based asset management.