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ALFINAS ADVISERS
ALTERNATIVE INVESTMENT ADVISORY SERVICES

THE HIGHEST COMMITMENT FOR YOUR BENEFIT

Our team of all-rounded and experienced investment bankers has set new standards in investment advisory and outsourced chief investment office ("OCIO") services. 

With high commitment and exceptional expertise, we serve our clients by means best suited for them.

 

OUR STRUCTURE 
 

We believe in lean management, both in our own operations and in the execution of orders for our clients.
We run a semi-virtual company,  operating a location independent  business model, that allows us  to work in project teams,  remotely or on-site and to  travel as needed to meet our clients in-person.  Cutting the traditional overhead of investment consulting firms through the intensive use of technology enhances our competitiveness  and helps us deliver success in a cost-effective way.​

Alfinas Advisers is a company guided by the principles and best practices of the International Code of Corporate Governance.

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OUR INFRASTRUCTURE

Fully integrated into the 21st century, we are a digitized advisor powered by an unparalleled combination of AI-based and other technology capabilities. Our robust digital footprint includes physical hardware and high-performance software: : 

  • Cloud-based File  and Electronic Communication Storage.

  • Virtual Meeting Software. 

  •  Client Portals and Portfolio Reporting  Tools .

  • Secured Enterprise Mobility Framework. 

  • Advisory CRM  Tools.

  •  eSignature Solutions.

OUR VISION  
 

Artificial intelligence (AI) is no longer science fiction, and recent breakthroughs in Big Data are opening new doors to a transforming investment management industry. With a vision for the road ahead, we aspire to become a full-service digital transformation and integration partner that will lift client experience, efficiency, and transparency to new heights.  We aim to stay at the forefront of industry innovation, to continue serving the best solutions to our clients. We aspire to be an extension of our client's in-house team, relieving them of some burden and allowing them to focus on the decision-making and operational priorities of their choice.   

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OUR CULTURE
 

Diversity is part of our DNA, we are different in thought in action, and in appearance. Our company culture is borderless and unique, which underlines our belief that while processes may be similar, each mandate is unique and requires a team tailored to meet every specific challenge. Through virtual recruitment solutions, we are able to find world-class experts, passionate professionals who are willing to work digitally, and through our experience, we are able to aggregate these talents into a cohesive team to maximize their added value and deliver the best result to our clients. Our collaborators are based in Zürich, London, Paris  and Sofia.

OUR LEADERSHIP

 

Our Leadership team is made up of experienced and passionate individuals, We are branded under a pool of dedicated professionals, subject matter of experts, and advisory team with worldwide experience to provide expert services within different sectors. Our advisors will help you achieve your financial goals, expectations and manage your projects in the most effective and efficient manner. We use our expertise and know-how to advise our commercial clients on strategies for growth and how to structure, execute & manage mergers and acquisitions.

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OUR PARTNERS 

Our commitment to providing the best of breed solutions is reflected in our outsourcing or partnering strategy.
Our priority is to save both financial resources and time for our clients. As needed, we hire independent contractors and freelancers, many of whom are recognized leaders in their field. They form a panel of expert consultants, specializing in various asset classes and front, middle and back-office functions, to ensure a high-quality service that leaves no stone unturned. 

OUR COLLABORATORS

 

The importance of individuals in a business like ours can never be underestimated. Our professionals are veterans of top consultants,  insurance companies, financial institutions, investment banks, and development finance institutions, who have earned reputations for excellence in their segment with careers spanning 15 to 20+ years., who not only have proven academic credentials and practicals ability but also have inherent lateral thinking, entrepreneurial mindset, and creative problem-solving skills.

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Investing involves risks to your capital and returns are not guaranteed. Investing should be done only as part of a diversified portfolio.
The value of the tax reliefs referred to on this website will depend on personal circumstances. Past performance is not a reliable indicator of future performance. Tifosy is not permitted to advise you in relation to any investment and you are recommended to seek independent financial advice when considering any investment.

DISCLAIMER

EUROPALLEE 41

8021 ZURICH 

MAIL: INFO@ALFINAS.COM

TEL: +41 44 520 28 37

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© 2022 BY ALFINAS  CONSULTING LTD ALL RIGHTS RESERVED.