An independent management boutique
Our company is made up of a small 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.
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.
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 / Complaints Management
Alpha Patrimoine S.A. makes available the following documents which can be obtained on request at the email address firstname.lastname@example.org :
- Policy on Compensation
- Management of complaints