The process
Confidential first conversation
We get to know each other and understand what matters to you. Both sides check whether the fit is right.
Indicative terms and offer
We look at financial figures and information about the firm and, on that basis, make a non-binding offer including a valuation and an indicative structure.
Contract and closing
Once due diligence is completed, contract and closing follow – with transparent guidance throughout the process.
Together
The team stays. The opportunities grow.
We know the market: Wealth managers need more capacity, not less. We keep existing relationships intact and help develop processes and systems further. Your benefits in our network at a glance:
- New and wider career paths that a single firm could not offer
- Exchange and training across the whole network
- Familiar colleagues, familiar ways of working – combined with new possibilities
Frequently Asked Questions
How does succession with Altaneon work?
Succession runs in three steps: a confidential first conversation to see whether the fit is right; a non-binding offer based on your firm’s key figures; and, once due diligence is completed, the final contract and closing.
What happens to my brand and my team?
Your brand, your team and your investment approach stay – precisely the things that made you successful. We support you in continuing that path, not changing what made it successful.
How do you safeguard the independence of advice?
We safeguard it by not stepping into existing strategies – your allocation is what made you successful. Where it helps, we aid in administrative work, or portfolio management, so more time is left for your clients. And we broaden your product range, which you can draw on flexibly wherever it fits the individual client.
Which back-office tasks do you take on?
We help with the typical back-office tasks – from IT landscape and compliance through finance and controlling to marketing, digital projects and HR planning. Together, this opens up economies of scale that no single firm could reach on its own.
Can I stay invested in Altaneon’s future success?
Yes. Alongside the succession solution for your firm, we offer the option of a roll-over stake in the Altaneon Group. That way you share in the growth of the whole group – beyond your own firm.
