ALTANA WEALTH MONACO SAM

Established 2009
RCI number: 11S05457
Location
ALTANA WEALTH MONACO SAM

33 Avenue St Charles
Maison Giaume
Monte-Carlo, 98000 Monaco


Phone: +377 97 70 56 36
Fax: +377 97 97 59 70


Key Services

Investment Funds
Alternative Assets
Wealth Management
Risk Advisory

ALTANA WEALTH MONACO SAM

At Altana, we listen to our investors’ needs and understand them in order to offer a customised investment portfolio. We truly value the capital that our investors entrust us and are always striving to improve our record of performance.

“We risk manage your money to avoid large losses, compound steadily and be opportunistic when others cannot. We aim to give you full transparency and the best liquidity terms the underlying investments can afford.”

“By a continuing process of inflation, government can confiscate, secretly and unobserved, an important part of the wealth of their citizens.” John Maynard Keynes, the Economic Consequences of the Peace (1919) Altana Wealth was founded to deliver Absolute Real Returns to investors.

Altana Wealth was originally established in April 2009 by Lee Robinson to manage his personal estate, the main aim being to counter the destructive effects of inflation by delivering real (inflation-adjusted) returns. We realized that this type of wealth-preservation approach was likely to be of interest to outside investors, particularly as it is based on family money built from working in financial markets successfully over a 20 year period of immense market volatility.

Our experienced team has a deep passion for asset sustainability and we focus on long term development of our client’s real wealth. Clear and transparent with our investment approach making opportunities that are available to our own capital available to our clients with the best liquidity and terms achievable.

We invest our own money alongside our clients with a view that preserving global purchasing power is the best way to take advantage of opportunities in global assets especially when others are being forced out. We aim to build Altana Wealth in a number of directions: + share similar concerns and asymmetric risks such as inflation and provide investment based solutions under Altana Funds + incorporating partners in a multi family office system helping you better manage your existing and opening new relationships coupled with targeted cost savings + provide a comprehensive analysis of counterparty credit risks including access to our proprietary early warning systems from Altana FT We are in the middle of one of the dangerous periods of investing post WWII. This is a time to get expert advice.

Altana Wealth Ltd (“Altana”) is an asset management company based in London with an affiliate company based in Monaco. The company manages assets on behalf of professional clients and eligible counterparties. Altana is authorized and regulated by the Financial Services Authority in the UK.

Key employees

Alex Krainer

Portfolio Manager of Altana Inflation Trends Fund at ALTANA WEALTH MONACO SAM

Alistair Milne

CRYPTOCURRENCY INVESTMENTS at ALTANA WEALTH MONACO SAM

Ann Panchen

Acting Office Manager/IR at ALTANA WEALTH MONACO SAM

Ian Gunner

Director and Portfolio Manager of Altana Hard Currency Fund at ALTANA WEALTH MONACO SAM

Jason Flood

Operations Analyst at ALTANA WEALTH MONACO SAM

Lee Robinson

Founder, Director and CIO at ALTANA WEALTH MONACO SAM

Mark Engelbrecht

Chief Financial Officer at ALTANA WEALTH MONACO SAM

KBL MONACO PRIVATE BANKERS

8 Avenue de Grande Bretagne , Monte-Carlo, 98005 Monaco

PROMETHEUS WEALTH MANAGEMENT

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2PM MONACO

Rue Suffren Reymond, 7 Le Suffren - 4th floor, Monte-Carlo, 98000 Monaco

HSBC PRIVATE BANK (MONACO) SA

17 Avenue d'Ostende , Monte-Carlo, 98000 Monaco

CROSSBRIDGE CAPITAL (MONACO) SAM

5, impasse de la Fontaine LE PARK PALACE, Monte-Carlo, 98000 Monaco

2PM SERVICES

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GARMON ADVISORY MULTI FAMILY OFFICE

33, boulevard Princesse Charlotte , Monte-Carlo, 98000 Monaco

ALTANA WEALTH MONACO SAM

33 Avenue St Charles Maison Giaume, Monte-Carlo, 98000 Monaco

BANQUE MARTIN MAUREL

3 Boulevard Princesse Charlotte, Villa du Pont, BP175 , Monte-Carlo, 98003 Monaco

Vistra Private Office

3 Avenue de Grande Bretagne, Les Floralies , Monte-Carlo, 98000 Monaco

CREDIT MOBILIER DE MONACO (CMM)

15 Avenue de Grande Bretagne , Monte-Carlo, 98002 Monaco

BNP PARIBAS WEALTH MANAGEMENT MONACO

15/17 Avenue d'Ostende Belle Epoque, Monte-Carlo, 98000 Monaco

SOCIETE MARSEILLAISE DE CREDIT – GROUPE DE MONACO

45 Rue Grimaldi , Monte-Carlo, 98000 Monaco

UNION BANCAIRE PRIVE (UBP)

11 Boulevard des Moulins, BP 106 , Monte-Carlo, 98002 Monaco

UBS (MONACO) S.A.

2, Avenue de Grande Bretagne , Monte-Carlo, 98000 Monaco

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