About Altana Wealth

Altana Wealth was founded to deliver Absolute Real Returns to investors

Altana Wealth was originally established in April 2009 by Lee Robinson to manage his personal estate, the main aim being to counter the destructive effects of market cycles, inflation and misalignment of interests, by delivering real (inflation-adjusted) returns. We realized that this type of wealth-preservation approach was likely to be of interest to outside investors, particularly as it is based on family money built from working in financial markets successfully over a 20 year period of immense market volatility.

Our experienced team has a deep passion for asset sustainability and we focus on long term development of our client’s real wealth.

Clear and transparent with our investment approach making opportunities that are available to our own capital available to our clients with the best liquidity and terms achievable.

We invest our own money alongside our clients with a view that preserving global purchasing power is the best way to take advantage of opportunities in global assets, especially when others are being forced out.

We aim to build Altana Wealth in a number of directions:

• Share similar concerns and asymmetric risks such as inflation and provide investment based solutions under Altana Funds

• Incorporating partners in a multi family office system helping you better manage your existing and opening new relationships coupled with targeted cost savings

 

We are in the middle of one of the most challenging periods of investing post WWII. This is a time to get expert advice.

Altana Wealth Ltd (“Altana”) is an asset management company based in London with an affiliate company based in Monaco. The company manages assets on behalf of professional clients and eligible counterparties. Altana is authorised and regulated by the Financial Conduct Authority in the UK.

Altana’s Philosophy

3pillars

Lee Robinson

Lee Robinson is the founder of Altana Wealth (London and Monaco). Prior to launching Altana, Lee co-founded Trafalgar and was CIO of Trafalgar Catalyst Fund and Trafalgar Special Situations Fund. He also worked for 3 years at Tudor Capital, where he was senior manager responsible for building an impressive Global Equity Risk Arbitrage portfolio. Prior to that he worked at Deutsche Bank, Bankers Trust and Paribas in trading both equity derivatives and credit derivatives.

Lee developed a unique risk system at Tudor, which he brought successfully to Trafalgar. He is experienced in innovative trade construction using options and credit products. Moreover, he predicted the credit crisis in 2007-2009 and subsequent Sovereign crises. As a result, he traded profitably in 2008 including trades that successfully hedged against the deterioration of the financial system, the Iceland default, sub prime mortgages and the weakening of the European Banks. Lee has a BA in Mathematics from Cambridge University and is co-author of the book “The Gathering Storm” .

Charitable Trust

Awards

Altana win three awards at Hedge Funds Review European Performance Awards 

At the HFR European Performance Awards 2018  held in  The Banking Hall in the City of  London on 22 November 2018 Altana Wealth won two awards  and Alistair Milne, CIO of ADCF was given the prestigious Rising Star Award. 

The Altana Digital Currency Fund   won for “Best cryptocurrency blockchain hedge fund” and the Altana Director Alignment Strategy (ADAS UCITS)  for the “Best new alternative UCITS hedge fund.”  

                     

 

The Hedgeweek has awarded the Altana Digital Currency Fund the ‘Best niche hedge fund category, for its return in 2017 and superior outperformance over a passive Bitcoin investment.

 

The Hedge Fund Journal has awarded the Altana Corporate Bond Fund UCITS the ‘Best Performing Fund in 2016 for the ‘Corporate Credit < US$100m strategy assets’ category.

UCITS Hedge Awards 2017 - Altana

 

 

 

At Trafalgar Lee founded, designed and oversaw 9 funds including long/short equity, credit, volatility, event driven, special situations, aircraft leasing and sector specific funds

  • Nominated for 5 Eurohedge awards in 2007
  • Nominated for 5 Eurohedge Awards in 2008 including firm of the year, volatility and event driven and won two awards in 2008 for special situations and long/short equity
  • Catalyst Fund nominated by Eurohedge 2006/07/08
  • Catalyst Fund won Eurohedge 2003
  • Catalyst Fund won Hedge fund review 2002 and 2003
  • Recovery Fund nominated by Eurohedge 2003/04/06/07/09/10
  • Recovery Fund won Eurohedge 2005 and Hedge Fund Review 2005

Portfolio Managers of Volatility, Recovery and Co-PM of Long Short fund had no previous portfolio experience. All were trained and supported by Lee Robinson.

Team

FOUNDER AND CHIEF INVESTMENT OFFICER

Lee Robinson

Lee Robinson is the founder and chief investment officer of Altana Wealth. Prior to launching Altana, Lee co-founded Trafalgar and was CIO of Trafalgar Catalyst Fund and Trafalgar Special Situations Fund. He also worked for 3 years at Tudor Capital, where he was senior manager responsible for building an impressive Global Equity Risk Arbitrage portfolio. Prior to that he worked at Deutsche Bank, Bankers Trust and Paribas in trading both equity derivatives and credit derivatives.

PORTFOLIO MANAGERS

Ian Gunner

Ian Gunner is a Director and Portfolio Manager of Altana Hard Currency Fund. Ian has 25 years experience formulating strategies in currency and bond markets involving macro analysis of the global economy, research into cross-border financial flows and implementation of market timing indicators for trading signals.

Alex Krainer

Alex Krainer is the Portfolio Manager of Altana Inflation Trends Fund. Alex has a continuous track record managing a CTA managed futures business since 2007. Prior to that he was responsible for a financial and commodities derivatives risk management and trading business, called Galstar Derivatives Trading Ltd.

Fons Vermorken

Fons Vermorken is the Portfolio Manager of Altana Director Alignment Strategy. Prior to that he was a Quantitative Analyst at the Investment Division of Brit, where he was responsible for alternative asset allocation and performance modelling. He started his career as a quant developper at Société General Corporate Investment Banking in the Hedge Fund Risk Department. Alphons studied Computational Finance at Ghent University and Financial Economics at the ESCP-EAP in Paris and Solvay Business School.

Steffen Dietel

Steffen Dietel is a Portfolio Manager of Altana Cross Asset Portfolio Offshore Oil & Gas Opportunities. Steffen has over 19 years experience in finance. Prior to Altana, Steffen was an Investment Director at Laidlaw Capital Management wherein he was responsible for a cross asset portfolio of around $1bn USD, he was previously a Portfolio Manager at Schadeberg Family Office and Dresdner Bank AG. Steffen is a CFA charter holder since 2003.

RISK OFFICER & DIRECTOR UCITS FUNDS

Samed Bouaynaya, CFA

Samed Bouaynaya is the Risk Officer and Director for the UCITS funds.

Samed has had sell-side experience in quantitative analysis, pricing and risk oversight of structured products across Equity, Credit and Rates since 2005.

Prior to Altana, Samed was a Credit Quant Analyst at JP Morgan, then an Associate Director at RBC Capital Markets where he covered senior quantitative and risk roles supporting derivatives trading.

Samed is a CFA® charterholder.

PORTFOLIO MANAGER (ACBFU)/HEAD OF CREDIT RESEARCH

Philip Crate

Philip Crate is the Portfolio Manager for the Altana Corporate Bond Fund UCITS and head of Credit Research with over 25 years credit experience. Beginning at the Bank of England in 1987 he rose to head of credit research at BNP Paribas in 1999, followed by four years as head of European and Asian credit at Bear Stearns and two years at Commerzbank as head of global credit including high yield and emerging markets.

He joined the buy side at PMA in 2004 as fixed income CIO, and following PMA’s sale entered into a similar role at Mount Capital overseeing $350m of diverse credit investments. In 2012 he joined Lloyds to establish a special situations credit trading desk followed by as their High Yield Strategist.Before joining Altana he advised Tideway on their UCITs credit fund and managed bespoke credit and equity portfolios.

CRYPTOCURRENCY INVESTMENTS

Alistair Milne

Alistair Milne, the co-founder and CIO of ADCF, has been an Internet and mobile entrepreneur since 1996. As Director of New Media at the Stream Group he assisted in their AIM floatation and designed and managed the implementation of one of Europe’s first ‘premium SMS’ billing systems. Alistair has more than 15 years’ experience in both eCommerce and mCommerce.

Since 2012, Alistair has been active in the Bitcoin ecosystem both as a Bitcoin “miner” and trader. Alistair graduated from UMIST, Manchester with a BSc Hons in Computing Science.

ANALYSTS

Matthew Little

Matthew Little is the Senior Credit Analyst for the Altana Corporate Bond Fund, rejoining Philip Crate who he worked with on Special Situations at both Lloyds and Bear Stearns.  Matthew has over 25 years experience working in credit. Previously he was  Managing Director, Head of Special Situations Research for RBS, a managing partner for Ravenscourt Capital, a European long-short credit fund, and an analyst/trader on a proprietary distressed debt operation for BNP Paribas.

Callum Lee

Callum Lee is Altana’s Quantitative Research Analyst, responsible for building and developing new systematic trading strategies and a suite of non-scalable alpha products. Previously he was an investment manager at LBA Ventures responsible for portfolio management, deal structuring and execution. Calum has a Masters in Investment and Wealth Management from Imperial College and a BA in Economics and Finance from the University of Stirling.

Peter McQuaid

Peter is a quantitative analyst focused on researching and developing alpha-based systematic trading strategies. Prior to joining Altana, he interned at Barclays Capital and Goldman Sachs. Peter has a MEng in Electrical and Electronic Engineering from Imperial College London, with a year at the National University of Singapore.

CHIEF FINANCIAL OFFICER

Mark Engelbrecht

Mark Engelbrecht is the Chief Financial Officer of Altana Wealth (based in London). Mark was formerly Head of Fund Accounting and Finance at Trafalgar Asset Managers, where he worked for 4 and a half years. Prior to that he worked for Fortis Prime Fund Solutions, a hedge fund administrator based in the Cayman Islands.

CHIEF TECHNOLOGY OFFICER

Neil Panchen

Neil Panchen is the Chief Technology Officer of Altana Wealth (based in London). Neil has 20 years experience implementing and running front office trading and risk management systems in FX, Commodities and Equity Derivatives. Held senior IT positions at Deutsche Bank (Euromoney Survey No. 1 FX bank – generating 1bn revenue) as Global Head of Commodities IT and Global Head of FX IT through 2008.

OPERATIONS

Mohsin Khan

Mohsin Khan is the Head of Operations and Compliance Officer at Altana Wealth Limited (based in London). He previously spent 3 years at BlueCrest Capital Management where he managed a team across asset classes and funds. Prior to this, Mohsin worked at several Investment Banks, notably Merrill Lynch where he headed up a consulting team which involved strategic planning of resources across different locations.  Mohsin graduated with a degree in Information Technology with Accounting and Finance.

Tom Gillham

Tom Gillham is an experienced operations analyst with both Buy side and sell side experience. Tom spent the last year at Fortress covering the Centaurus Event driven fund and the Fortress Macro fund where he was an Operations Analyst covering several asset classes. Prior to this, Tom worked at BlueCrest within the securities team managing the corporate action front to back process . Tom also has 6 years’ experience working at Morgan Stanley within a trade support environment.

Jason Flood

Jason Flood is the Operations Analyst at Altana Wealth. Previously he worked in client services at Merrill Lynch covering equity and corporate actions and interned at Geneva Trading for the head bond trader. He has a degree in Economics and Finance from the Dublin Institute of Technology.

SALES

Anthony Brown – Managing Director Sales

Antony has extensive experience in credit and fixed income sales, running sales teams and operations for investment banks and asset managers in the UK, Europe and the Far East. Prior to Altana he raised equity finance for IKB Asset Management and was Head of Credit Sales, UK & Europe for the Erste Bank Group and European Head of Sales for FI’s FX, Credit and Rates at Standard Chartered Bank. Previously he spent 14 years working for BNP Paribas in Credit sales based in London and Singapore, where he was Head of Asian Credit Sales.

James Paton – Managing Director Sales

James’ unrivalled experience makes him uniquely placed to broaden and deepen Altana ‘s client base.  He has worked on both the Buy and Sell sides in Europe and the Far East (Japan, China and Singapore); for major banks including JP Morgan, HSBC, Lehman’s and SocGen and for a family office, Vulpes IM, and the Duet Group, an alternative asset manager.

James graduated from Edinburgh University with a B. Com in Economics and Accountancy. He served as a Flight Lieutenant in the Royal Air Force and is a qualified pilot.

Othman Domiati – Sales and Marketing EMEA

Othman has been on the marketing/client facing side in Asset Management and Capital Markets for the past 30 years. Prior to Altana he ran Business Development and Sales for Manulife Asset Management in the Middle East. From 2002-2014 he was Marketing Director for ECM raising funds for their credit strategies, and (following Wells Fargo’s acquisition of ECM) Wells’ Equities and Fixed Income strategies. Previously he worked for ABN AMRO, Merrill Lynch and the First National Bank of Chicago

Othman has a B.Eng in Civil Engineering from the American University in Beirut, an MBA from INSEAD and speaks five languages.

INVESTOR RELATIONS

Nerissa Ventanilla

Nerissa Ventanilla is the Head of IR and Compliance Officer at Altana Wealth SAM (based in Monaco). She joined Altana at its’ inception in 2010, following the successful completion of her master’s degree in Finance from the International University of Monaco. Prior to joining Altana, she held an internship in the Corporate and Project Finance department at SB Capital Investment Corporation.

Ann Panchen

Ann Panchen is Investor Relations and Sales Assistant for Altana in London. She was Head of FX middle office at Commerzbank and prior to that various FX and FX options back office and middle office roles at Deutsche Bank. She graduated from the University of Limerick with a BA in European Studies.

OFFICE MANAGEMENT

Maylis Darc Bufalini

Maylis Darc Bufalini is the Office Manager/IR for Altana in Monaco.

WEB ARCHITECT

Olivier Bufalini

Olivier Bufalini is the web architect of Altana (Monaco). Prior to joining Altana, Olivier worked for Amadeus where he was web service implementation manager. He also worked at AsiaForm in Cambodia where he was the project manager having proved his team leadership skills during his time at Air France. Olivier has a Computer Engineering Degree from EFREI France.

©2018 Altana Wealth

Altana Wealth Limited is authorised and regulated by the "Financial Conduct Authority". Altana Wealth SAM is authorised and regulated by the "Commission de Contrôle des Activités Financières".

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