Wealth management for private clients has been Alias Partners' core business for over 50 years.
In 2022, Alias Partners obtained authorization to operate as a collective asset manager, joining the select circle of players active in both private and collective wealth management. The best of both worlds under one roof.
Discretionary management
The discretionary management mandate is intended for clients who wish to entrust the management of their assets to experts, according to a jointly defined investment strategy and risk profile. In other words, it offers conviction-based, tailor-made, soundly diversified management with a
long-term vision.
Alias Partners provides rigorous monitoring and periodically communicates detailed information on portfolio performance and decisions taken.
For Alias Partners, each mandate is unique.
Investment advice
The advisory mandate is intended for clients who wish to retain control over their investments while actively participating in the management of their portfolio.
Based on the jointly defined risk profile and strategy, Alias Partners issues tailor-made investment proposals, which the client is free to follow or not.
In otherwords, the manager advises and the client decides.
Asset management
In addition to its wealth management activities, Alias Partners also manages several Luxembourg SICAVs, including SICAV-RAIFs and Part II SICAVs. These investment vehicles are deployed according to various strategies, such as global equities, Swiss equities, bonds, and asset allocation.
Alias Partners also manages several actively managed certificates (AMCs) focused on promising themes, such as technological innovation and artificial intelligence.
