INVESTMENT MANAGEMENT

Over ALBT’s history across both public and private investments, we have developed a highly specialized investment platform that continues to evolve, just as markets do. As an independent institution, we are able to offer a truly open architecture platform. The success of our platform is built on the intellect of our team, the intelligence of our ideas and the discipline of our process.

The ALBT platform provides a bespoke offering for investments, encompassing the following:

⦁ Investment Portfolio Management

⦁ Investment Research & Advisory

⦁ Brokerage & Trading

⦁ Investment Funds

⦁ Direct Investments

⦁ Performance Analytics

Drawing on the depth and diversity of our investment professionals - whose expertise spans all major asset classes, markets and currencies - we are able to generate unique investment ideas across the risk spectrum. Working in a highly collegiate environment, our team openly exchanges ideas, information, research and analysis to provide our clients with individual investment insights and holistic investment solutions.

PORTFOLIO ADVICE AND CONSTRUCTION

ALBT’s investment management offering is unique - it is designed entirely around the individual investment objectives (Capital Growth, Income, or Growth) and risk profile (Conservative, Balanced, or Aggressive) of clients and their families, rather than any generic model that does not distinguish between a client’s investment objectives and risk profile.

ALBT provides clients with direct access to all elements of the wealth creation process - through a Core, Tactical and an Opportunistic Portfolio - all converging to provide an overall Client Portfolio that is as unique as our individual clients.