Supporting Wealth Managers in building effective and sustainable allocations
Our mission
Our goal: to strengthen your value proposition with solutions that are easy to implement and tailored to long-term wealth management.
An approach designed for the challenges faced by wealth management professionals and their clients
Solutions aligned with institutional best practices enabling:
- improve the risk/return ratio,
- to introduce real, uncorrelated diversification,
- support your clients in long-term wealth management strategies.
Private equity enables your clients to:
- support the growth of innovative companies,
- expose oneself to highly dynamic sectors (technology, healthcare, services),
- access an asset class that has historically created value.
Our programs are designed to fit naturally into your allocations, regardless of your clients' profiles:
- retirement planning,
- transmission and heritage engineering,
- long-term performance research.
We provide you with:
- educational content to simplify the explanation of private equity,
- dedicated personal support,
- regular training to strengthen your expertise,
- a secure digital platform to streamline subscriptions, tracking, and reporting.

Offer private equity solutions to your clients
With Altaroc, your customers can:
- diversify their assets beyond traditional asset classes,
- invest in strategies for growth in the real economy,
- build sustainable allowances that incorporate their wealth management plans (retirement, inheritance, structuring).
Title that highlights the superiority of PE





Offer private equity solutions to your clients
With Altaroc, your customers can:
- Selection of managers based on strict quantitative and qualitative criteria, with particular attention paid to the quality and consistency of their track record over several cycles.
- In-depth analysis of teams, strategies, and performance histories to assess managers' ability to create value in a sustainable and repeatable manner.
- Comprehensive due diligence covering all aspects of investment, governance, and operations.
Train your teams and support your business development
- Developing skills in private equity,
- Structure your sales pitches and customer education,
- Boost your firm's sales promotion activities.

