ALMAGEST WEALTH MANAGEMENT

We help realise your economic goals

OUR SERVICES

Asset Management

We are risk managers

We base our investment decisions on evidence, not emotion. Our sophisticated proprietary indicators build a picture which leads us to our conclusions.

We divide ‘market-moving’ information into four categories, forming our investment process cornerstones.

This helps us look through market ‘noise’.

A systematic factor based investment process, monitoring:
  • Fundamentals
  • Trends
  • Market intelligence
  • Volatility and Correlation dynamics

Wealth Management

Your access to a premium network of specialists coordinating to meet your goals.

We offer highly professional service combining financial/investment advice, accounting/tax services, retirement planning and legal/estate planning.

We coordinate the entire process with your attorney, accountant insurance agent and bank.

One point of entry:
  • Wealth advisory, planning and relocation services
  • Diagnosing you and your familys financial situation
  • Real Estate optimisation
  • Advise on banking relationship
  • Loans structuring and restructuring

Our Funds

We base our investment approach on the ideology that any strategy has to build on a systematic, robust yet pragmatic process.

Further, that the process must constantly be questioned.

We believe that financial markets are indeed efficient, most of the time. It is however in periods they are not that active managers can make a difference.

Patrimonium fund
PATRIMONIUM FUND

ISIN code LU1301027519

Return target:
2% to 7% p.a. (net of fees) over a 3-5 years investment horizon.

Volatility target:
lower than 5% p.a.

Investment objective:
To provide investors with a broad and well-diversified exposure to global markets in

  • Equities
  • Fixed income
  • Commodities
  • Currencies

A flexible allocation method based on volatilities and correlations

  • Reduces or removes holdings of assets whose volatility is increasing
  • Controls the overall volatility of a portfolio

In principle it can be used on a portfolio composed of any asset type

Based on a simple, but well-known asymmetry:

  • Volatility increases more when an asset is falling than when it increases

We apply the method actively managing a universe of passive ETF’s.

Family Office Services

We bring to our clients:

  • Advice in undertakings of capital structure, industrial strategy and related matters.
  • Advice and services relating to mergers and the purchase of undertakings.
  • Foreign exchange services where these are connected to the provision of investment services.

ABOUT US

A lasting partnership

Transparency

Transparent
We define transparency as being clear in what we do and how we get paid.

Independent

We keep our interest aligned with our clients.
Based on our partner and basic price structure.
We keep our interest aligned with our clients. Based on our partner and basic price structure.

Focus

A strong business strategy is our daily compass and focus of resources.
A strong business strategy is our daily compass and focus of resources.

Know How

Specialisation, education and passion are prerequisits for us to deliver value to our clients.
Specialisation, education and passion are prerequisits for us to deliver value to our clients.

Wealth Protection

Preservation go before growth of wealth.
Our investments follow a "winning by not losing".
Preservation go before growth of wealth. Our investments follow a "winning by not losing".

Communication

communication
Listening to our clients wishes proceed any analysis and solution we bring to the table.

OUR TEAM

Francis Verset
Director. Conducting officer - Audit
  • Two decades of experience counselling and accompanying private clients.
  • Worked with private companies and international banking groups.
  • Experience as executive director overseeing a wealth management business.
  • 6th generation of stock-brokers family.

 

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Carsten Salewski
Director (pending CSSF approval). Conducting officer - Permanent Risk & Compliance
  • In charge of the Compliance and Risk management.
  • More than 30 years of experience in Trading, Private Banking, Wealth Management and more than five years’ experience in Risk management, Compliance and Administration for Asset Managers, also in Management Companies for Investment Funds (UCITS V and AIFs).
  • Diploma in Banking, degree in Risk Management – Fund Orientation and a degree as “Expert Comptable”.
  • Member in ALRiM (Luxembourg Association for Risk Management) and the ALFI.
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Olivier Assa
Chairman (pending CSSF approval)
  • Entrepreneur, focused on advising wealthy families and entrepreneurs
  • More than 15 years of experience with corporate and investment banking
  • Focus on investment opportunities in Private Equity or Real Estate
  • Fluent in English, German, French and Luxembourgish

 

 

 

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Philippe de Montmort
Senior Client Manager
  • Specialised in family office solutions and international relocations
  • Cross-border solutions for investment managers
  • Background as stock broker in prestigious french institution and alternative investment fund distribution

 

 

 

 

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Benjamin Benedetto
Acquisition & Marketing. Senior Client Manager
  • Expert in international wealth structuring
  • Specialised in international insurance solutions and investment banking products
  • Financing, refinancing and real estate project structuring
  • Setup of cooperations with EU and non-EU investment managers

 

 

 

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Frank Dan Jensen
Senior Portfolio Manager
  • Specialised in investment management and multi-asset product development
  • Practical implementation of investment strategies with preference for absolute return strategies
  • Specialised in fund structuring
  • Background in professional portfolio management, institutional client sales and financial market operations
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Alexis Iche
Senior Client Manager
  • Focused on advising entrepreneurial firms and family offices on their investment and financial strategies
  • Investment and corporate finance, acquired in London Madrid and Geneva
  • Fluent in English, French and Spanish
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Jean-Marie Vannesson
Head of Accounting
  • Accounting and financial statement under Lux Gaap and IFR
  • Setup of vehicles (SA, SARL, “SA . SPF” law Mai 11, 2007 ; “Société Civile” and « SC. Sp »)  in Luxembourg
  • Experience from the big four Lux audit firms
  • Administrative and financial manager in a single family office

 

 

 

 

 

 

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Emmanuelle Roland
Executive Assistant & Middle Officer
  • Organisation and implementation of Middle and Back Office solutions
  • Specialised in the coordination between counterparties
  • Institutional management

 

 

 

 

 

 

 

 

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Marie Andrée Muller
Middle office
  • Middle and Back Office solutions

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