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.
It’s Your Money After All
In every Alpha Trade, There is an Alpha Limit
Preserve Capital and Compound
Our Investments Must be Aligned
We aim to give you full transparency and the best liquidity terms the underlying investments afford.
We will close our funds when we believe that liquidity limits have been reached.
You should get your money back when you need it and be opportunistic.
Our performance fees should exceed our management fees and we must risk a sizable amount alongside our investors.
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” .
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.
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.
FOUNDER AND CHIEF INVESTMENT OFFICER
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.
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 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 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 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.
Dr Michael Bull is the portfolio manager for the Altana Volatily Overlay Fund. Before joining Altana he was joint portfolio manager for IV Capital’s Ascent multi-strategy, multi-manager fund range for 12 years. Previously he was a global arbitrage trader for George Soros’ Quantum Fund and director and head of equity derivatives research at Dresdner Bank / Kleinwort Benson. Prior to that he worked with Lee Robinson at Bankers Trust International and Paribas Capital Markets
Michael has a degree in Mathematical Physics from Birmingham University, a PhD in Theoretical Physics from Oxford and was a post-doctoral research fellow at Harvard.
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 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.
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.
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 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.
CHIEF FINANCIAL OFFICER
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 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.
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 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 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.
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 is the Acting Office Manager/IR for Altana in London. She was 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.