Alpha Global Wealth: A Dedicated Service

Alpha Global Wealth believes that developing wealth planning services offers real added value to private clients, as they enable the firm to provide guidance on a global approach to wealth management.

A Dedicated Service

Our wealth planning services are geared towards private clients who want to optimise tax planning in a legitimate way, see their wealth grow, and pass it safely on to future generations. In order to provide our private clients with the best solutions for their financial situation and to respond to their specific needs and objectives, our professionally qualified advisors and external experts offer personalised consultations along with tailor-made professional advice.

The relationship that we have developed with our private clients is built on decades of respect and trust. Our services are put together to cover all major events in the lives of our clients and their families.

More specifically, we can provide guidance on the following subjects:

• Estate assessment

• Consolidation of assets

• Tax planning (including cross-border issues)

• Wealth structuring

• International and local pension planning

• Asset protection

• Ownership and controlling strategy

• Estate planning

• Relocation

• Private insurance

• Family matters and governance

• Philanthropy

Focusing On Your Needs

We at Alpha Global Wealth take the time to analyse your needs, propose a suitable investment strategy and carefully construct a portfolio that is in line with your situation. You have access to an experienced portfolio manager who will be responsible for all investment decisions, oversee the dayto-day management and interact with you personally.

Nvest Wisely With Trusted Partners

We invest your assets with a view to the long term, and actively manage your portfolio and ensure it is broadly diversified and risk efficient. Our investment approach is systematic, independent and disciplined, and you benefit from our full range of investment expertise.

In 2023 We Keep Sustainability Top Of Mind

Sustainability is an integral part of everything we do at Alpha. That is why we take the impact of investments on the environment, society and the quality of corporate governance into account in our investment decisions. While helping to ensure a better future for all of us, this approach can also lead to better results for your investments.

Recognition

Awards are the culmination and the ultimate endorsement of our team’s passion and efforts to produce the highest quality of service and the best-performing products on the market.

The awards Alpha receives recognise not only the firms drive to innovate, its quest for performance, its flexibility and its talent – all key components that set it apart from the competition – but also its ability to respond to the waves of change that are affecting markets and the industry alike.

Alpha regularly wins awards from prestigious research institutes for its performances in various fields, including the management of funds, investment strategies, direct investments, and advisory, wealth planning, family office, and independent asset manager services.