The company
An independent Luxembourg investment firm
Our company is made up of a team of experienced professionals, fully dedicated to the satisfaction of our clients and the protection of their assets. The company's capital is wholly owned by its directors. This independence allows us to work solely in the interest of our clients, choosing the most appropriate partners or products in all circumstances.
An experienced team
Our dynamic team is made up of 20 experienced specialists, each with at least 15 years in the financial sector.
A shared philosophy
The idea behind the creation of Alpha Patrimoine, which drives all our staff today, is that there is a need to offer an alternative to the standardised management offerings of large institutions. We want to offer our clients a quality service, measured by personal relationships and effective management at a fair price.
A specialisation in bond management
Developments in interest rate markets govern those of other asset classes. Analysing and understanding bond markets is a prerequisite for any investment decision at our firm, unlike other houses that consider low nominal rates make it a market without value.
A specialisation in structured products
This innovative solution combines risk control and profitability, transparency and liquidity. It is particularly suited to investors delegating part of their assets and seeking regular income (annuity).
An independent and dynamic company
Alpha Patrimoine is a fully independent company, not tied to any financial group, whose share capital is wholly owned by its directors. This leaves us free to act fully in your interest!
Compliance and complaints handling
In accordance with applicable regulatory requirements, Alpha Patrimoine S.A. makes the following documents available to its clients. The Remuneration Policy can be obtained free of charge on request at info@alpha-patrimoine.eu.
General Data Protection Regulation
Under the GDPR, any request relating to the processing of personal data can be sent to DataProtection@alpha-patrimoine.eu.
Would you like to know more?
Our managers are available to review your situation in complete confidentiality.