Our financial solutions
We offer alternatives to standardised management offerings
Every solution is built around one overriding objective: preserving our clients' capital.
Structured Products Management
The economic and financial environment often leaves savers uncertain about their asset allocation and investment decisions.
At Alpha Patrimoine, we have developed an innovative solution combining risk control and profitability, transparency and liquidity: the discretionary mandate invested in Structured Products. Each product within it is designed by us, tailor-made, to meet our objectives of:
- return
- capital preservation
- risk constraints
- investment horizon
This solution is particularly suited to investors delegating part of their assets and seeking regular income (annuity).
Bond Management
Alpha Patrimoine specialises in developing management solutions focused on preserving its clients' wealth, drawing on its expertise in bond management.
Bonds have four essential properties that provide a secure framework for portfolio construction:
- capital preservation
- reduced volatility
- decorrelation
- income generation
The high transparency of their cash flows (coupons and maturities) makes it possible to build portfolios whose behaviour can be modelled more reliably. Strategies include income generation, cash management, alternatives to euro funds, inflation protection, etc.
Direct Equity Management
At Alpha Patrimoine, we believe that high-quality companies with powerful brands can offer business resilience in crises and attractive long-term return potential.
The economic strength of these companies delivers returns when you need them most, in difficult market conditions. For us, the key to managing our clients' wealth is avoiding permanent loss of capital.
Our investment team pursues rigorous, responsive conviction management, favouring:
- a focus on quality
- strong resilience
- an absolute approach to risk
Multi-asset Management
Alpha Patrimoine has developed a discretionary allocation solution whose main mission is to manage clients' assets in line with their investment profiles.
Our multi-asset management stands out through our bond expertise, focused on analysing and understanding the joint evolution of interest rate markets and inflation measures (realised and expected) across all asset classes.
Inspired by Value Investing, our management, made up mainly of third-party funds, ETFs and structured products, favours recurring income and capital preservation. We build portfolios by complementing capital protection assets with performance-generating assets.
We aim to deliver attractive risk-adjusted returns.
Our philosophy
Personal relationships
We want to remain human-sized, leaving us enough time to know and serve our clients effectively.
Effective management
We consider effective a management that delivers results in line with clear objectives.
Fair prices
Our small size spares us heavy structural costs. Our independence lets us work solely in the client's interest.
ALPHA
“Devised by Michael C. Jensen (1968), Alpha is a measure of an investment's outperformance relative to its theoretical return […]. Alpha therefore denotes a manager's ability to add value.”
“It measures a manager's ability to create value for clients by identifying securities that return more than they should, given their risk.”
PATRIMOINE
The management of private wealth underpins each of our services, whether through discretionary mandates or investment fund management.
This strong link between our management decisions and the existence of a patrimony inevitably shapes our approach, so that capital preservation emerges as an absolute priority.
Every day, our motivation is to grow the value of our clients' wealth through a reasoned approach in which risk control and suitability of investment decisions are paramount.
Would you like to know more?
Our managers are available to review your situation in complete confidentiality.