absolutvision-uCMKx2H1Y38-unsplash_edited.jpg

  BACK-UP FILE

PORTFOLIO ADVISORY

 

Drawing upon a global, multi-manager investment platform exclusively focused on real assets, Alfinas Advisers  combines an information and sourcing advantage with research and execution expertise to create investment opportunities for our clients.

Investor Profiles.

Alfinas Advisers serve a diverse group of  qualified investors and of global institutional investors, including public and private pension plans, insurers, sovereign wealth funds, endowments , charities and faith-based ifoundations. We adapt to the unique investment and business needs of each client.

Green Dynamic Frames MMO  Role Playing YouTube Channel Art.png

Access our investment expertise in three ways

We offer alternative investment strategies to structure our clients’ portfolios.  Our investment advisors work closely with clients to choose an appropriate allocation to meet their investment objectives. a

FUNDS

Selection of individual funds aligned to clients' needs.

1_edited.png
2_edited.png


Alfinas Advisers work with your team to design and manage a comprehensive, custom investment program including investment strategy, investment research and selection, and advocacy and oversight.

Managed Solutions

SMAs

Separately managed accounts for  customizable solutions.

3_edited.png
3_edited.png

Advisory Solutions

Alfinas Advisers  provide advice and counsel for integration of  alternative , niches and real assets in your  investment programs, working with your investment team and governance structure to implement effectively.

3_edited.png

MODELs

 Diversified  model portfolios built with client goals in mind

Private Label Solutions

Alfinas Advisers provide advice and counsel for integration of  alternative , niches and real assets in your  investment programs, working with your investment team and governance structure to implement effectively.

ALFINAS ADVISE ALL ASPECTS OF THE  CONSTRUCTION PROCESS

Advice on appropriate choice of instrument, structure & terms to deliver fundraising objectives in context of market conditions and likely level of investor demand.

FINANCIAL STRUCTURE

Provide guidance on legal aspects of the offering (offer documents, regulatory compliance, financial promotion restrictions, AML/KYC)

LEGAL AND REGULATORY

Review Club financial model / assumptions; conduct detailed financial and legal due diligence and ensure conformity of promotional materials with documentation

FINANCIAL AND LEGAL DUE DILIGENCE

Drafting of prospectus or other offering document which forms the basis of investment decision (includes description of structure, terms, financials, risk factors etc.)

DOCUMENTATION DRAFTING

Design bespoke investment pages for public and private phases incorporating key terms, hosting of offer documentation, ISA for UK taxpayers and investor FAQs

PLATFORM DESIGN & TESTING

Market sounding & capital raise strategy design (private/public phases); ensure maximum conversion and manage a detailed tracker to monitor investment

CAPITAL RAISE STRATEGY

Investor support including Q&A events, helpline, dedicated email and live chat functionality; Tifosy handles all communications with investors through the term

MULTI-CHANNEL INVESTOR SUPPORT

Develop bespoke marketing strategy and detailed plans including analysis of investor appetite and potential investor benefits

MARKETING & PR STRATEGY AND EXECUTION

Regular analytics reports covering traffic analysis and conversion funnel, marketing effectiveness, investor demographics and location analysis

LIVE ANALYTICS AND OPTIMISATION

Hold funds on behalf of club; record applications and maintain allocation list as part of the offer; facilitate cash interest payments to investors on behalf of the club

ESCROW AND REGISTRAR ACTIVITIES

EUROPAALLEE 41

8021 ZÜRICH 

Mail: INFO@ALFINAS.COM

Tel: +41 44 520 28 37

SOCIALS

  • LinkedIn
  • Facebook
  • Twitter

© 2021 BY ALFINAS  CONSULTING LTD ALL RIGHTS RESERVED.