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

Altana-Roman-Pillars-OL

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

ADAS Wins Hedge Fund Journal Performance Award

The Altana Directors Alignment Strategy (UCITS) won the Long/Short (Systematic/Quantitative) category at the Hedge Fund Journal’s UCITS Hedge Awards 2019. Following its impressive performance in the turbulent market conditions of 2018 ADAS has already won three awards, marking its arrival as an innovative entrant in the Long-Short equity space

Press Release – ADAS Wins Hedge Fund Journal Performance Award

 

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.”  

                     

 

At the Hedgeweek Global Awards 2019, Altana Digital Currency Fund won again the award for “Best Niche fund”  category on 14 February 2019, in London.  In 2018, The Hedgeweek already awarded the Altana Digital Currency Fund the ‘Best niche hedge fundcategory, 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

Lee Robinson

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

PORTFOLIO MANAGERS

Ian Gunner

Portfolio Manager Altana Currency Fund (ACF).
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Ian is a Director of Altana Wealth and Portfolio Manager of the Altana Currency Fund. He has 25 years experience in 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.

Philip Crate

Portfolio Manager, Altana Corporate Bond Fund UCITS (ACBF) and head of Credit Research.
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Philip is PM for the Altana Corporate Bond Fund UCITS and head of Credit Research. He has over 25 years credit experience, beginning at the Bank of England in 1987. He was head of credit research at BNP Paribas, head of European and Asian credit at Bear Stearns for four years and head of global credit at Commerzbank including high yield and emerging markets. Phil then joined the buy side at PMA 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, before advising Tideway on their UCITs credit fund and managing bespoke credit and equity portfolios.

Alphons Vermorken

Portfolio Manager, Altana Director Alignment Strategy (ADAS).
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Fons is the PM of the Altana Director Alignment Strategy, which analyses and trades on Directors Dealings in the USA and Europe. 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 developer at Société General Corporate Investment Banking in the Hedge Fund Risk Department. Fons studied Computational Finance at Ghent University and Financial Economics at the ESCP-EAP in Paris and Solvay Business School.

Steffen Dietel

Portfolio Manager, Altana Distressed Opportunities Fund (ADOF).
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Steffen is the PM for the Altana Distressed Opportunities Fund, which is currently pursuing unique opportunities in offshore Oil and Gas. Steffen has over 19 years experience in finance. Prior to Altana, Steffen was an Investment Director at Laidlaw Capital Management where he was responsible for a cross asset portfolio of around $1bn. He was previously a Portfolio Manager at Schadeberg Family Office and Dresdner Bank AG. Steffen has been a CFA charter holder since 2003.

George Nadda

Portfolio Manager, Altana Distressed Opportunities Fund (ADOF).
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George has more than 19 years wealth and asset management experience. He was a European equity portfolio manager with Lehman Brothers in London and then with Nemesis SAM in Monaco. From 2007-2016 he consistently outperformed the MSCI Europe Index while applying a value investment philosophy. George has a BA in business administration from the American University of Beirut, Lebanon and has been a CFA charter holder since 2004. He is fluent in Arabic and English..

Callum Lee

Portfolio Manager,  Altana Protective Alpha Strategy (APAS).
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Callum is PM of Altana Protective Alpha Strategy, a systematic option trading strategy designed to generate negatively correlated alpha.  He started at Altana as  a 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. Callum has a Masters in Investment and Wealth Management from Imperial College and a BA in Economics and Finance from the University of Stirling.

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Samed Bouaynaya, CFA

Risk Officer and Director of Altana UCITS Funds Plc.
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Samed is the Risk Officer and Director of Altana’s UCITS funds. He has 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 has been a CFA charterholder since 2014.

Alex Krainer

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

Gregory Swartberg

Portfolio Manager Altana Cru Wine Fund (ACWF).
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Greg is the PM for Altana’s Cru Wine Fund which specialises in fine wine investment. He co-founded Cru Wine Investment Limited in London with Kristian Nooitgedagt in 2013. Previously he worked as a strategic consultant at L.E.K. Consulting in London, Paris and Munich and in corporate strategy and M&A for Ascential PLC in London. Greg studied International Economics and Finance at the University of Amsterdam and holds a Master in Management with Distinction from Cass Business School in London.

Omar Ghafur

Investment Director PSSIF
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Omar forged his career in the private sector, and then transitioned to the public sector, motivated by the need of UK local authorities for in-house private markets investment specialists. He  has over 15 years of experience in the sector, encompassing direct private equity, private debt, real estate, as well as, the creation, launch and management of private investment funds spanning a wide range of asset classes using different financial instruments. Prior to Altana he was the Investment Director of Private Equity at LGPS Central Ltd, the specialist asset management arm of nine Midlands-based local government authority pension schemes, responsible for investing and managing the pooled assets whilst ensuring underlying investments met high ESG standards. He started his career at a Bank of America Structured Finance Affiliate Co. in London, and most recently was on the board of directors and a Senior Investment Manager with Special Situations Investment Partners, the private investments arm of a charitable trust. Omar holds a Bachelors degree in Finance and Computer Science from New Jersey City University and an MBA in Finance from Cass Business School, City University,  London.

CRYPTOCURRENCY INVESTMENTS

Alistair Milne

Co-founder and CIO of the Altana Digital Currency Fund (ADCF), founder of Altana Cryptocurrency Trade Finance.
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Alistair, the co-founder and CIO of ADCF and founder of ACTF 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. He graduated from UMIST, Manchester with a BSc Hons in Computing Science.

Neil Panchen

Chief Technology Officer, Portfolio Manager Altana Cryptocurrency Trade Finance (ACTF).
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Neil Panchen is the Chief Technology Officer of Altana Wealth and based in London. He is also the PM for ACTF, Neil has 20 years’ experience implementing and running front office trading and risk management systems in FX, Commodities and Equity Derivatives. He held senior IT positions at Deutsche Bank as Global Head of Commodities IT and Global Head of FX IT through 2008. He implemented the front to back IT infrastructure for the FX Exotics, FX Forwards and Physical Precious Metals businesses. Neil joined Altana Wealth as CTO in 2011 to set up the firm’s IT infrastructure and has built the systematic trading algorithms for digital currency trading. He graduated from Magdalene College, Cambridge with a BA in Computer Science and has a BA in Business from the University of Washington.

ANALYSTS

Gudrat  Guluzade

Quantitative Analyst.
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Gudrat is a Quantitative Analyst responsible for quantitative research and development of systematic trading strategies across asset classes. Prior to Altana he worked at Goldman Sachs in their systematic trading strategies team focusing on equity volatility derivatives. Prior to joining the Financial Services industry, he spent four years in the oil and gas industry working as a subsea and pipeline engineer. Gudrat holds an MSc in Financial Engineering from Imperial College Business School and an MEng in Mechanical Engineering from University of Surrey.

Gaurav Koolwal

Senior Credit Analyst.
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Gaurav is Senior credit analyst for Altana Corporate Bond Fund UCTIS. He has over 13 years of experience as a credit research analyst beginning at Gartmore asset management in 2005 where he started covering both US and European credit markets covering a range of consumer sectors. He then moved to ABN Amro proprietary credit trading team in 2006 where he had similar responsibilities. Post a brief career break to pursue his Masters in Finance degree, he joined Aviva investors in 2010 as a European high yield analyst covering TMT and consumer, where he worked till 2013. Gaurav then joined HSBC asset management in 2013 to assume coverage for US TMT sector. He then joined Santander asset management in 2018 picking up coverage for European TMT and industrial sectors.

OPERATIONS

Mark Engelbrecht

Chief Financial Officer.
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Mark is the Chief Financial Officer of Altana Wealth and based in London. He is a Chartered Accountant CA(SA), and holds a Bachelor of Commerce Degree and Post graduate qualifications in Tax Law and Accounting from the University of Cape Town. He was formerly Head of Fund Accounting and Finance at Trafalgar Asset Managers for four and a half years. Prior to that he worked at Fortis Prime Fund Solutions, a hedge fund administrator based in the Cayman Islands.

Mohsin Khan

Head of Operations and Compliance Officer.
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Mohsin Khan is the Head of Operations and Compliance Officer at Altana Wealth Limited (based in London). He spent three years at BlueCrest Capital Management where he managed a team across asset classes and funds. Prior to this, Mohsin worked at several Investment Banks, including 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.

Daniel Andronic

Head of Talent Management.
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Daniel has extensive knowledge of innovation, disruptive, blockchain and digital technologies in financial markets. He has over 20 years experience in management and recruitment where his core clients were leading Investment Banks, Hedge Funds, Asset and Investment Management firms. Prior to joining Altana he was Global Supply Manager in Resource Solutions for Barclays and, before that, HSBC. Previously he spent seven years as Director and Client Services Manager at McGregor Boyall Associates. Daniel has completed the Oxford Fintech Programme at Said Business School, University of Oxford, has a M.Sc. (equivalent) in Engineering from the University of Galati, Romania and a BTEC in Computing Studies from Hastings College of Arts and Technology.

Tom Gillham

Operations Analyst.
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Tom is an experienced operations analyst with both buy and sell side experience. Tom worked at Fortress covering the Centaurus Event driven fund and at 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. He also has six years’ experience at Morgan Stanley working within a trade support environment.

Kin Mach

Operation Analyst.
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Kin works in the Operations team focusing on providing day-to-day trade operations support. Prior to joining Altana she  was based in Singapore for five years working for two global investment firms mainly focusing on the Asia Market. At Blackstone  she was a Treasury Manager  with the Middle Office Team, supporting a wide spectrum of functions including Accounting and Treasury Operations and two and a half years years as  a Treasury Operations Associate at Goldman Sachs.  Previously she spent six years at Royal Bank of Canada in London in the Capital Markets Operations team. Kin is a fluent Cantonese speaker.

Olivier Bufalini

DevOps Engineer.
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Olivier is Altana’s DevOps Engineer and based in Monaco. He received an engineering degree in Computer Science from EFREI Paris and held several positions with Amadeus, Air France and in several Internet Startups before joining Altana Wealth.

Maylis Darc

Office Manager – HR/Accounting
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Maylis is the Office Manager in charge of Human Resources and Accounting at Altana Wealth Monaco. She also supports the CFO of Altana London with management accounting duties. She has over 15 years’ experience in Business Management.  Previously Maylis held the position of Managing Director of Thalias Co in Cambodia for three years. She has a Post Graduate Degree in Accounting and Finance (Master II) and a Master’s degree in Management (MSG)  from Paris Nanterre University.

SALES

Antony Brown

Managing Director Sales.
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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.
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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.

Patrick Lachotzki 

Sales Solutions Europe.
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Over the past 18 years Patrick has built an unrivalled network of specialist alternative, private credit, and global equity institutional investors, consultants, family offices, and private wealth across Europe. He was head of Business Development and Managing director at Bedrock Asset Management. Previously he spent eight years at BlueBay becoming Head of Sales for Benelux and European Financial Institutions and five years in Equity sales for CitiGroup Global Markets. Patrick has a degree in Business Management from Babson College, USA and an MBA from the Kellogg School of Management at Northwestern University.

Othman Domiati

Sales and Marketing EMEA.
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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.

Nicole Sattinger

Senior Sales Executive
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Nicole is a senior sales professional with over nine years’ experience in top-tier financial institutions, forging extensive relationships with financial institutions and corporates across Germany, Austria and Switzerland. She was a senior Sales Manager at Mitsubishi UFJ Trust and previously spent five years as a sales manager at Clearstream and Eurex, subsidiaries of Deutsche Börse AG. Nicole has a Master’s degree in International Business Administration from Vienna University of Economics and Business. Born in Austria, she is a native German speaker and fluent in English and French.

Greg Deery 

Senior Sales Executive, UK
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Prior to joining Altana, Greg worked in the distribution team at Schroders, across Global Financial Clients, UK Intermediary Sales and Consultant Relations (within UK Institutional Sales). Before Schroders, he worked in FX Sales for Argentex LLP, the foreign exchange arm of Pacific Investments, and in FX Sales and Corporate Bonds at the Cornhill Group. Greg holds a BA in History with French from the University of Reading, an MSc in Management from BPP Business School in London and the Investment Management Certificate from the CFA Institute.

INVESTOR RELATIONS

Nerissa Ventanilla

Head of Investor Relations and Compliance Officer.
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Nerissa is the Head of IR and Compliance Officer at Altana Wealth SAM and 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

Investor Relations and Sales Assistant.
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Ann is Investor Relations and Sales Assistant for Altana and based 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.

©2019 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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