Alpha Investor Services Management S.A. was incorporated in 2011 and is licensed by the Commission de Surveillance du Secteur Financier (the “CSSF”) under the regime set out in Chapter 15 of the Luxembourg Law of December 17th, 2010 on undertakings for collective investment, as amended (hereinafter referred to as the “UCI Law”). In addition, the Company is licensed by the CSSF to provide investment services, primarily the management of portfolios of investments, including those owned by pension funds and institutions for occupational retirement provision, in accordance with mandates given by investors on a discretionary, client-by-client basis pursuant to the provisions of Article 101 (3) (a) of the UCI Law. Also, the Company provides investment services to various clients, both individuals and legal entities.

We are dedicated to institutions, companies and private investors, proposing an active and diversified asset management model, based on a dynamic investment policy and a careful selection of financial instruments.

The management team is constantly looking for the maximization of the return/risk ratio, starting from the assumption that the volatility is constantly monitored, especially in periods of particular uncertainty of financial markets.

 

AISM main activities:

Investment Manager of a proprietary Fund and third-party SICAV compartments. Management of individual portfolios on client’s accounts or through private insurance policies. Investment Advisor for institutional and private clients, asset allocation, structuring of complex portfolios.

AISM offers a direct and effective access to every available markets in the independence regime. In the last years, AISM and its senior executives established solid relations with institutional investors, Banks, family Office and investment funds thus constituting a solid international network of customers, counterparties and partners. AISM executes his activity respecting strict criteria of deontology, regulatory compliance and risk control in the exclusive interest of its customers.

Our goal is to create value added, providing ad hoc services, which allow us to offer investment solutions suitable for each of our customers.​​​

Our distinguishing features are:

Independence

AISM is completely independent from players so investment choices are made exclusively in the interest of investors. Furthermore, some AISM shareholders are also involved in the management of the the company, guaranteeing professionalism and business continuity.

Customization

Every retail or institutional client has its own exigencies and wishes. Our task is to help them to be satisfied.

Solidity

Equity stability, together with financial autonomy, allow AISM to have a solid foundation to last over time and adapt to market changes.

Transparency

We establish and maintain a solid relationship of transparency with our customers, providing detailed reports and informations on all services. In particular we keep a personal relationship with customers as an indispensable element to accurately identify their needs and ensure a high quality of service.

Working environment

The inspiring principle of AISM for the working environment is represented by the orientation to the person and it is based on the principle of the irreducible value of people and on the awareness of the importance that the labor has for them.

Terms and Conditions

The website accessible at www.aism.lu is for information purpose only. Nothing contained herein constitutes or shall be deemed to constitute a financial, legal, tax or other advice of any kind and no information on the Website shall constitute or deem to constitute a solicitation or an offer to purchase or invest in, any financial products which are referred to on the Website.

If, in spite of the above, you were to take or consider taking an investment decision based on the information contained on the Website, then you expressly acknowledge and/or agree: that you must be, as the case may be, an investor who is legally or otherwise duly authorised to seek information about the funds referred to or described on the Website; that no investment decision shall be made solely on the basis of the information provided on the Website; that investment in any of the funds referred to on the Website can only be made after careful review, as the case may be with the assistance of its financial advisor, of the corresponding funds' or sub-funds' relevant documentation; that careful attention should, in particular, be given to, as the case may be, the articles of incorporation or management regulations, detailed prospectus or key investor information document, latest available annual and semi-annual reports, as applicable, and of the specific risks exposed in such documents; and that all investments involve risks and that it is your responsibility to collect relevant information about the risks inherent to any investment; that the value of investments and the income from them may go down as well as up and that you may not get back the amount originally invested, and that past performance is not a guide to future performance, hence that any past performance figures shown are not indicative of future performance.

Through this Site, Alpha Investor Services Management  will not collect any personal data about you (e.g. your name, address, telephone number or email address) unless you voluntary choose to provide us with this information (e.g. by registration, survey or some other means), provide your consent, or unless otherwise permitted by applicable laws and regulations for the protection of your personal data. The investment funds mentioned in the Website are not available to US persons unless otherwise indicated in their constitutional documents. Reasonable care has been taken to ensure that the information contained on this Website is accurate at the date of publication. However, no representation or warranty, express or implied, is made to its accuracy or completeness.

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