How much time do you really have to offer your clients what they deserve?
If you're a financial advisor or wealth professional with high-profile clientele, your HNWI clients probably miss out on the alternative allocation their wealth deserves — and you fall behind peers who can offer it.
Start nowA technical conversation between professionals.
- Free exploratory call (about 1h)
- Analysis of assets and income statement
- Analysis of risk tolerance and time horizon
- Tax exposure and asset protection
- Return objectives and priorities
This phase takes at least 2–3 business days and is carried out together with the professional.
Evaluate proposals. Establish an ongoing relationship.
- Presentation and selection of the first proposals
- Client feedback
- Possible refinement of the offer
- Support for the client's subscription to the offer
- Ongoing outsourced support
Research is carried out by me; presentation to the client stays with the professional.
Built for professionals who serve HNWIs.
The next step is a conversation.
If you've read this far, you already recognize the problem this service solves.
I'm not asking you to decide now — I'm asking for 30 minutes for an exploratory call where we figure out together whether and how we can work.
During the call we talk about your client portfolio, your specific needs on alternatives, and assess whether there's a basis to collaborate.
After the call, regardless of the outcome, you receive an analysis report on one of the opportunities I'm currently monitoring — so you get a concrete idea of the level of work before any decision.
Frequently Asked Questions
What exactly is your role?+
Analyst and researcher specialized in alternative investments. I produce independent research and provide analysis materials to licensed financial advisors, who retain full responsibility for the recommendation. I operate upstream of your process, like a dedicated external research firm.
How do I know the opportunities are suitable for my clients?+
During onboarding I understand your clientele's profile — risk tolerance, time horizon, liquidity needs, existing exposures. Every analysis includes an explicit investor-profile section, with clear exclusion criteria. You make the final suitability call.
What sets this apart from a generic research service?+
Depth and personalization. I select a limited number of opportunities in unconventional Fixed Income, Private Debt and senior secured structures — analyzed in the language and format you need for HNWI clients. I'm directly reachable when a technical question comes up in a call.
How much time do I need to dedicate?+
A complete analysis report takes 20–25 minutes to read. Update calls are at your discretion. I do the rest of the work — the ROI is measured in time recovered, not just opportunities generated.