Under the terms of a limited power of attorney granted to Altrafin under an asset management agreement we manage segregated portfolios based on a “Multi Manager” approach (see illustration below).

After obtaining a thorough understanding of our client’s investment objectives and restrictions we focus above all on the overall design of individual client portfolios. This is achieved by using external investment products specialised in and actively managed for specific investment styles, regions or sectors.

With the combination of specialist & actively managed investment vehicles and cost efficient passive (ETFs) our clients benefit from the expertise of external fund managers and cost efficient products in any area or asset class.

Multi Manager

Client‘s needs, restrictions and investment return-risk parameters “investment allocation policy”.

Altrafin specialises in international fund manager and ETF (“exchange traded funds” selection.

Altrafin applies a stringent, detailed and systematic bottom up fund selection process (based on qualitative and quantitative criteria). Once the funds have been invested, Altrafin closely monitors each position on a fund per fund basis and within the overall portfolio‘s risk-return characteristic.

We advise our clients on their wealth management activities. This includes:

The Atrafin Group manages and advises a investment fund, which is approved for distribution within Switzerland by the Swiss Financial Market Supervisory Authority (FINMA).