An independent management boutique
Our company is made up of a team of experienced professionals, totally dedicated to customer satisfaction and to the protection of their assets. The capital of the company is entirely owned by its directors. This independence allows us to work solely in the interest of our clients by always choosing the most suitable partners or products.
Alpha Patrimoine : an experienced team
Our dynamic team is made up of 13 experienced specialists who each have a minimum of 15 years in the financial sector.
A common philosophy
The original idea behind the creation of Alpha Patrimoine and that continues to motivate all of our colleagues, was the need to offer an alternative to the standardisation of the management offerings from large companies. We wish to offer our clients a high-quality service that will be measured by personal relationships and effective asset management at a fair price.
More information about our philosophy
Specialised in bond management
The evolution of the interest rate markets governs that of all other asset classes. Analysis and understanding of the bond markets are a precursor to any investment decision in our company, contrary to other companies who consider that the low nominal rates make this a valueless market.
Specialised in bond management
The evolution of the interest rate markets governs that of all other asset classes. Analysis and understanding of the bond markets are a precursor to any investment decision in our company, contrary to other companies who consider that the low nominal rates make this a valueless market.
A serious company active in a safe environment
Alpha Patrimoine is a totally independent asset management company, with no links to any financial group and whose share capital is entirely owned by its administrators. This allows us the freedom to act entirely in your interest !
Compliance and Complaints Handling
In accordance with applicable regulatory requirements, Alpha Patrimoine S.A. makes its Complaints Handling Procedure available to its clients.
Furthermore, as part of its compliance framework, the following documents are available free of charge upon request at info@alpha-patrimoine.eu
- Remuneration Policy
- Policy on the Prevention, Detection and Management of Conflicts of Interest
General Data Protection Regulation
- Under GDPR, any request related to the processing of personal datacan be done via the address DataProtection@alpha-patrimoine.eu.
- In accordance with applicable laws and regulatory requirements, Alpha Patrimoine S.A. makes its Privacy Policy available to its clients.