Altherum for Professional Partners
For family offices, private banks, wealth managers and professional partners evaluating how Altherum may complement their offering.
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Professional partners
Alternative opportunities that complement the advisory relationship.
Altherum works with family offices, private banks, wealth managers and selected professional partners who want documented access to real assets, club deals and private-debt opportunities — without stepping between advisor and client.
Participation is selective and defined transaction by transaction. Eligibility, rights and conditions come from the documentation of each opportunity.
Audience
Who Altherum works with.
Four professional profiles, each with a different reason to look at structured alternative opportunities.
Family offices
Curated access to real assets and private-market opportunities within a diversified patrimonial strategy, with documentation and reporting prepared to institutional standards.
Private banks
A differentiating source of alternative opportunities, structured with clear legal documentation, defined custody arrangements and identifiable investor rights, complementing the bank's own offering.
Wealth managers and advisors
Structured opportunities and supporting materials that enrich the advisory conversation while the advisor remains at the center of the client relationship.
Institutional partners
Selected co-operation on structuring, distribution or origination, defined case by case on its own commercial terms.
Practical value
What we provide to professional partners.
What arrives on your desk, and in what form.
A selected opportunity flow
Real assets, club deals and private-debt opportunities, each presented with its structure, its intended audience and its access conditions.
Institutional-grade documentation
Transaction documentation, eligibility parameters and risk factors set out clearly enough to support your internal review.
Coordination with your framework
Engagement designed to work alongside your existing onboarding, custody and compliance arrangements rather than around them.
Materials for client conversations
Approved presentation materials, written for professional discussion and kept free of performance promises.
Your relationship
How the client relationship remains protected.
The advisory relationship stays yours. Altherum does not seek to replace the advisor, the private bank or the family office in the client relationship; engagement runs through the professional partner unless you ask otherwise.
Only approved Altherum materials may be used with clients, and no member of our team provides personalised investment advice on your behalf. Eligibility and participation are governed by the documentation of each opportunity.
A limited number of professional introducers and ambassadors support the initial engagement with qualified counterparties. The framework is selective and documented: a written agreement, prior verification, approved materials only, no personalised advice and no promise of returns. Any compensation is governed solely by that signed agreement.
Private-market investments involve risk. Each opportunity is governed by its own documentation.
Working together
A documented route from interest to opportunity.
Four steps, from a first conversation to a client participation.
- 01
Introductory conversation
We discuss your client base, your mandate and the type of opportunity that would be relevant.
- 02
Partner onboarding
Where a formal relationship is appropriate, the terms are set out in writing and the usual verification is completed once.
- 03
Opportunity review
You receive the structure, documentation, eligibility parameters and risk factors of the relevant opportunity.
- 04
Participation and follow-up
Where a client proceeds, participation is documented and administered, with reporting defined by the transaction documentation.
Resources
Altherum for Professional Partners.
Next step
Speak with the professional-partnership team.
Tell us about your clients and your mandate. We will indicate which structures may be relevant and how a working relationship would be documented.