The core activity of Altarius is to provide services to institutional and qualified investors in the field of asset management, particularly in the management of traditional and digital assets. This includes the establishment and management of funds, the provision of platforms for monitoring digital assets, as well as the provision of advisory and support services for investors.
AI-generated
Offering
Products & services
Industry:Funds & Investment Companies
✓ Offered
Outbound Leads by COHAGA
Looking for direct email addresses and phone numbers?
Leadhub delivers verified contact details and decision-makers from over 750,000 Swiss companies — management, procurement, marketing, HR.
Fund structuring, domiciliation and regulatory compliance for institutional investors; support in setting up AIFs, RAIFs, NAIFs and unregulated fund structures.
Risk Management and Reporting
Risk Monitoring, Risk Reporting, Investment Compliance und Pricing Support für Fonds sowie laufende Überwachung der Fondsoperationen.
Portfolio and Asset Management Support
Portfolio Analysis & Optimisation, Pre-Trade Compliance, Order Handling und Corporate Advisory zur Optimierung von Portfolios und Investmentstrategien.
Investor Relations and Fund Oversight
Third-Party Oversight, Investor Relations, Valuation und Audit oversight zur Sicherstellung des operativen Fondsbetriebs und der Kontrolle gegenüber Investoren.
Secretariat and Governance Services
Payments Management, Fees Attribution, Regulatory Report Coordination sowie Substance & Governance für den administrativen und regulatorischen Betrieb von Fonds.
Marketing Support for Fund Structures
Website creation, brand creation, marketing materials and trademark & name protection as accompanying support for positioning funds and structures.
Investor Portal for Private Equity
Bespoke software for centralising fund operations, performance tracking, KPIs, notifications, LP monitoring and document filing.
Institutional DeFi Infrastructure
Regulierte DeFi-Infrastruktur für institutionelle Kunden mit Zugang zu on-chain liquidity, yield generation, tokenised financial instruments und on-chain fund structures.
Discretionary Portfolio Management for Crypto Assets
Individual portfolio management for crypto assets, as well as monitoring of transactions within the scope of the MiCA/CASP authorisation.
Order Transmission for Crypto Assets
Reception and transmission of orders to crypto-assets im Rahmen der Notified-CASP- und AIFM-Aktivitäten.
Investment Advisory Services
Advisory services zu securities, market trends, adviser selection, asset allocation und dem Vergleich von securities mit anderen Anlageklassen.
Comparisons
Altarius SA in comparison
Soon
Industry comparisons are coming soon
We're preparing industry comparisons that rank Altarius SA by reviews, experience and specialisations.
Knowledge
No knowledge articles yet
Once Altarius SA has claimed this profile, we'll publish editorial articles and case studies here together.