Investing in Private Equity
Private bankers
Supporting private banks in developing their private equity offerings
presentation
Our mission
At Altaroc, we support private banks in integrating private equity into their savings offerings. Our mission: to provide high-performance solutions that are easy to understand and implement, aligned with institutional standards and tailored to the expectations of the most demanding clients.
An approach designed for private clients
A proposal built around four pillars to enable you to offer your clients exposure to private equity worthy of the largest institutional investors, in a simple and controlled environment.
Optimizing returns and risks
Receive support at every stage
Simplify your digital experience
Understanding with complete transparency
Offer private equity solutions to your clients
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Private equity, a structural component of institutional allocations
Offer private equity solutions to your clients
A strategic response for three segments of private investors with specific expectations.
Wealth Management Clients
Securing and initiating diversification
- Integrate private equity into sophisticated global allocations.
- Benefit from an open architecture offering and institutional selection
Private Banking Clients
Diversify and gain access to premium assets
- Integrate private equity into sophisticated global allocations.
- Benefit from an open architecture offering and institutional selection
Wealth Management Clients
Customize and structure tailor-made solutions
- Access exclusive vehicles and co-invested strategies.
- Build customized allowances, incorporating succession and transfer.
Supporting you in the distribution of private equity within your commercial networks
Altaroc partner institutions in distributing private equity within their commercial networks, regardless of their size or level of maturity. This support is based on a comprehensive approach, combining training, commercial promotion, and operational support.
It relies on tailored training programs (online or in-person), local support, and dedicated marketing tools and materials (videos, promotional kits). A dedicated Partner Service provides personalized, responsive support, particularly with regard to operational and management issues.
Finally, digital tools, regular reporting, and editorial content provide ongoing support to sales teams in rolling out their private equity offering.
