A solid expertise in the selection and management of alternative investment products

Alternative Investments

Throughout the years, in addition to its traditional investment offering, ALPH Capital has developed solid expertise in the selection and management of alternative investment products with the aim of generating consistent risk-adjusted returns tailored to the unique objectives of its clients. More specifically, ALPH Capital has built a strong track record in the selection of unlisted fixed income opportunities and alternative fund specialised in private credit and structured products. Since its inception, ALPH Capital has made successful investments exceeding 70 million euros in private placements across Europe. These investments have been carefully selected and managed, with a strategic focus on generating value in both established and emerging markets. Over the years, ALPH Capital has consistently delivered high single-digit or double-digit returns annually for its clients, reflecting not only a robust understanding of market dynamics but also a disciplined investment approach. This consistent performance highlights ALPH Capital’s ability to identify lucrative opportunities, mitigate risks, and navigate complex market conditions, positioning it as a trusted partner for investors seeking sustained growth. ALPH Capital offers niche investment opportunities which are usually unavailable to traditional asset managers and family offices. To this end, ALPH Capital boosts a strong network of alternative investment managers with whom it has invested successfully over the years.

ALPH Capital offers niche investment opportunities which are usually unavailable to traditional asset managers and family offices. To this end, ALPH Capital boosts a strong network of alternative investment managers with whom it has invested successfully over the years.

Investment criteria & asset allocation

ALPH Capital's investment strategy focuses on selecting alternative fixed income products that align with the following key criteria:

Short duration between two and four years

Stable and consistent cashflow generated by semi-annual or quarterly coupons

Low volatility and uncorrelated to financial markets

High premium compared to comparable listed products corresponding to high-digit or double-digits returns

Diversified global exposure including emerging markets economies

Tax-efficiency

Preservation of invested capital

ALPH Capital places significant emphasis on the investment managers selection process

Furthermore, ALPH Capital places significant emphasis on the investment managers selection process, carefully considering the track record and distinctive expertise of asset managers to ensure consistency with the firm's strategic goals and values. ALPH Capital prioritises trust and personal relationship with the asset managers to enhance the due-diligence process and maintain a conservative approach to investing.

Trust and Accountability: Personal relationships can offer an additional layer of accountability, and it is also an important tool that allows ALPH Capital to assess integrity and competence of the asset manager

Long-term Focus: ALPH Capital prefers working with asset managers they know personally as these relationships are more likely to align with their long-term financial goals and values.

Transparency: A personal relationship with the asset manager can lead to more open and transparent communication. This allows ALPH Capital to know the nuances of investment strategies and be able to discuss strategies in detail with the asset manager.

Tailored Approach: As the asset managers are known personally, ALPH Capital has access to strategies which are customized to fit their unique needs, preferences, and values.

Network and Reputation: The recommendation or referral from a known individual might hold more value than external references from others and this is a key element of ALPH Capital’s due diligence assessment.

Our Bespoke Office

In accordance with the specific needs of each client, we offer both discretionary investment management solutions and investment advisory services, providing a comprehensive range of strategies tailored to their objectives. We are dedicated to supporting clients in making informed decisions, with a strong focus on safeguarding and transferring generational wealth. Whether through more traditional investment approaches or alternative products, our diverse portfolio of solutions is designed to align with the evolving needs of each client.

Our collaborative approach extends beyond our direct involvement, as we also work closely with the client’s existing private banks and trust companies. This partnership allows us to expand the range of investment opportunities available, incorporating solutions that go beyond the traditional market offerings. Moreover, our goal is to enhance the client’s current investment portfolio, adding significant value by diversifying and optimizing their strategies to maximize returns and minimize risks.

We engage in comprehensive wealth planning discussions, taking into account upcoming events or changes that may impact the client’s financial position. By collaborating with the client’s trusted institutions, we ensure our recommendations are fully aligned with their long-term goals, providing access to a wider array of investment opportunities.

Through this personalized, transparent, and forward-thinking approach, we are committed to delivering tangible and lasting value at every stage of the wealth management process, consistently advancing the client’s financial objectives.

More about Alph Capital:

Who we are

Account Aggregation