Altaira brings a different approach to investments and wealth management. Based on a solid foundation of decades of experience, our business strategy is perfectly aligned with our clients’ interests and underpinned by a deep sense of stewardship of our clients’ money.
Headquartered in Geneva, Switzerland, Altaira Wealth Management (AWM) offers wealth management services to family offices and high net worth individuals, and is regulated by the Swiss Association of Asset Managers. Altaira is also able to offer proprietary investment solutions to institutional investors and family offices via a Luxembourg-based UCITS umbrella fund structure. Altaira Wealth Management is a wholly-owned subsidiary of Altaira Ltd, our parent company headquartered in the United Kingdom.
Generations of experience and analysis
Collectively our senior management team has weathered decades of booms and market crashes, gaining greater knowledge and keener insight with every investment cycle. This historical experience is combined with sound technical and fundamental analysis and a broad level of expertise across financial markets.
We have professionals with expertise in the activities of independent asset managers, pension plans, sovereign wealth funds, hedge funds, traditional money managers, mutual funds and exchange traded funds. We also have high-level expertise in the ongoing developments in financial regulation around the world and how that may impact markets, as well as specific expertise in Shariah compliant investment solutions.
Advice perfectly aligned with the interests of our clients
Our founders came together because they believe that the investment and wealth management industry should continue to be a positive force in the world. In difficult times and with a battered reputation, the industry has needed people to stand up to restore trust, reliability and integrity, even if that means sometimes taking a contrarian view and disagreeing with prevailing opinions.
At Altaira, our strategy is clear. We provide unbiased advice to clients with excellent service while focusing on the fundamentals of underlying investment opportunities. We are an independent asset management group and keep no retrocessions, rebates or other benefits from third party service providers, such as custodian banks, ensuring that we offer impartial advice, aligned with the interests of our clients.
We believe in transparency in all our business dealings, taking a straightforward approach. Nobody should ever invest in anything they don’t understand. And we charge a single fee for our wealth management services, rejecting complex pricing models, layering of fees and indirect revenue generation. We believe that this transparent approach differentiates us from most other wealth managers today.
Mike Phillips, Chairman
Mike has an international reputation as a trusted financial professional with more than 35 years' experience. He is the former CEO and Chairman of Russell Investments, prior US Presidential appointee to the Asia-Pacific Economic Cooperation Business Advisory Council (ABAC) and prior Chairman of the ABAC Finance and Economics Working Group.
He continues as Chairman of the 20-20 Investment Association (formerly Russell 20-20 Association), the leading global emerging markets investment focus group and founded by George Russell.
Anthony Acampora – CEO Altaira Ltd
Tony brings 35 years’ broad experience and extensive international business relationships in the global financial services industry. He is the former Head of Russell Investments’ Swiss business and ex Senior International Advisor, Office of the Chairman, Russell Investments. He currently advises 20-20 Investment Association .
Ralph Acampora, CMT - Senior Managing Director, Altaira Ltd
Ralph is a pioneer in the development of market analytics and
has a global reputation as a market historian and a technical analyst. He is the former
Director of Technical Research at Kidder Peabody and Prudential Securities, a published
author, popular lecturer and a leading international expert, consulted by prominent
financial experts and journalists worldwide.
David Tsujimoto, CFA - Senior Managing Director, Altaira Ltd
Dave has managed multi-billion dollar portfolios and researched
thousands investment managers around the world. He brings a global reputation as a
developer of innovative investment products and strategies. He was formerly Director of
Alternative Investments for Russell Investments and later Co-Chief Investment Officer at
Common Sense Investment Management.
Laurence Rose is Managing Director, Client Service. He has more than 40 years of experience in all aspects of the investment management industry, from being a Partner in a Member firm of the London Stock Exchange to decades of experience as an investment advisor to high net worth individuals and family offices. He is Chairman of the Swiss Committee of the Chartered Institute for Securities and Investment and a Committee Member of the Geneva chapter of the British-Swiss Chamber of Commerce.
A founder of Altaira Wealth Management, George has more than 45 years of global experience and leadership in the investment world. He pioneered multi-manager investing and transformed Frank Russell Company into a worldwide financial service leader. Chairman Emeritus of Russell Investment Group, George was recognized by Pensions & Investments in 1993 as one of the four most influential figures in institutional investing.
Said Baarma is a member of the board of directors of Altaira. He is a well-known and highly respected Saudi Arabian businessman and investor.
Karl is involved in international legal, regulatory and compliance issues and client development for Altaira. He brings more than 35 years’ experience in legal and regulatory matters affecting financial services businesses. The former Chief Legal Officer of Russell Investments, and a former Alternate Chairman for the ABAC Finance and Economics Working Group. He is Vice Chair of the 20-20 Investment Association and a former Chair of the American Bar Association Section of Business Law.
Christian is Swiss Legal Counsel and a Director of Altaira involved in assuring strict compliance with Swiss legal and regulatory requirements. He is a leading Geneva-based attorney, head of his own firm and an advisor to many financial services companies in Switzerland. He was an asset manager at Pictet et Cie before focusing on the development of his legal practice.
Our Investment Committee
The committee draws on the fundamental, macro and investment experience of members Mike
Phillips, Dave Tsujimoto and Tony Acampora along with the technical expertise of Ralph
Acampora. Collectively they make investment decisions and determine the individual asset
allocation of wealth management clients. They also capture input from other strategic
partners and ensure that risk is minimized at every stage of the investment process.