An independent asset manager, we keep no retrocessions, rebates or third party benefits
Altaira builds customized solutions for high net worth clients based on their individual requirements, risk tolerance and time horizons. 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. Our investment processes and fee structures are entirely transparent and we believe that this transparency and the rebating of retrocessions to our clients differentiates us from most other wealth managers today.
Tailored for you
We offer access to products and services normally available only to large institutional investors. We listen to you, understand your financial goals and needs and then use internal and external research resources to deliver effective investment solutions and services that are customized for your requirements.
Our clients also benefit directly from the expertise of our investment committee and our proprietary fusion analysis in our investment recommendations and asset allocation advice.
We charge a single fee for our wealth management services, rejecting complex pricing models, layering of fees and indirect revenue generation. Our approach segregates advice, product creation, execution and custody, to keep responsibilities clear and reduce overall portfolio costs.
We reverse the traditional approach to wealth management. Rather than attempting to maximize return per unit of risk, we emphasize minimizing risk per unit of return. We also recognize that liquidity is especially relevant in the current challenging conditions, and we focus on capital protection and transparency which are key to creating intergenerational security for our clients.
Altaira’s research identifies the managers we feel can best suit our clients’ needs. Utilising the experience and networks of our investment professionals and founders, we are able to work with investment managers of the highest caliber, and usually only available to large institutional investors.
We currently work with the following investment managers:
Mountain Pacific Advisors
Mountain Pacific Advisors is an independent, employee-owned investment management company headquartered in Bellevue, Washington, USA and serving sophisticated clients worldwide. They use a mix of risk-based and alpha-seeking strategies to create customised, goal focused solutions. The founding principals have many years’ experience managing investments advising large institutional clients.
Founded in 1936, Russell is a global investment company servicing clients in over 35 countries and has offices in most of the major financial centres in the world. Russell currently manages a wide range of funds with over 330 investment funds totaling $155bn AUM as at 31/12/2010. Russell launched its single manager platform OpenWorld® allowing investors to benefit from its most compelling research findings. Russell OpenWorld® helps investors to access innovative, highly specialist investment strategies, offered by difficult to access, high conviction boutique managers in emerging and traditional markets.
Schafer Cullen Capital Management
Schafer Cullen Capital Management, Inc. is an independent investment advisor registered with the US Securities and Exchange Commission. The Firm was established in 1983 in New York, USA. They are an experienced value investor with a disciplined research-driven process and have managed value investment strategies for over 25 years. Along with an affiliated investment adviser the Firm currently manages over US$13bn for high net individuals, institutions, pension and profit sharing plans and investment companies.