Discretionary management mandate
Choosing appropriate financial management
The core business of Alpha Patrimoine S.A. is the management of private assets through discretionary management mandates.
As an independent investment firm known to and registered with most of the major custodian banks in Luxembourg, Alpha Patrimoine can also carry out its mandates for assets held in the main European financial centres (Paris, Brussels, Geneva, Zurich), with or without a life insurance wrapper.
Alpha Patrimoine is also one of the few players in the Luxembourg financial centre to hold management licences in Canada (Quebec and Ontario).
Financial centres
- Luxembourg
- Paris
- Brussels
- Geneva
- Zurich
- Canada
Bespoke management
We maintain close, long-term relationships with our clients. We therefore understand the need for some of them to receive management services that take their own specific circumstances into account (holding Private Equity stakes, for example). We can adapt our collective management to these specifics, or develop fully dedicated portfolio management.
Bespoke solutions also characterise our structured products, bond and equity management offerings.
Would you like to know more?
Our managers are available to review your situation in complete confidentiality.