Portfolio Advisory Services
Strategic Advisory Services
Principles and Investment Process
ALTRAFIN is a private asset and investment management group headquartered in Zurich, Switzerland.
We are an owner-managed company controlled by its founders and senior management.
The company is focused on managing selected institutional client portfolios.
As part of our discretionary asset management approach, we invest in liquid asset classes (no private equity or physical real estate).
The ALTRAFIN Group (Altrafin Holding Ltd. and its subsidiaries) currently manages in excess of CHF 3 billion of client assets.
Our clients are primarily entrepreneurs, single and multi-family offices and family owned foundations & trusts.
The client base is primarily composed of individuals and institutions within Europe.
ALTRAFIN has a long and successful track record as well as excellent international references.
PricewaterhouseCoopers (PWC) is the auditor of ALTRAFIN.