Mandate & appetite
- Preferred strategies
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- Target geographies
- Global
- Typical ticket
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- AUM
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- Real-asset allocation
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- Appetite
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Investor profile
Altrafin AG Private Investment Office is a Zurich, Switzerland-based multi-family office founded in 2001. Initially focused on managing the wealth of a global German entrepreneur, the firm expanded its client base significantly after 2008. Altrafin operates with authorization from the Swiss Financial Market Supervisory Authority (FINMA) to manage collective investment schemes. In 2022, the firm consolidated its operations under Altrafin AG and entered a strategic partnership with BancaStato, which acquired a minority stake in 2023. Altrafin's team, composed of experienced professionals from leading banks, family offices, and auditing firms, offers a range of services, including discretionary wealth management, investment management for fund-based portfolios, and strategic asset allocation advisory.
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