Alto Private Clients

Alto Private Clients is a multi-jurisdictional wealth management firm for expatriates and cross-border private clients. Its services cover cross-border wealth planning, pensions and retirement planning, tax reduction, protection, estate and trust planning, and investment management and stockbroking. It also runs Alto Global, an appointed representative platform that lets independent advisers work under one regulatory umbrella across the UK, Europe and the UAE.

Its clients are expatriate and cross-border individuals and families, along with financial advisers who operate through the Alto Global platform. Alto Private Clients Limited has agreed a Voluntary Requirement with the Financial Conduct Authority, under which the firm is currently unable to accept new clients or new investments from existing clients.

The company was incorporated in the UK in 2009, and the website states that the business was founded in the UK in 2007. Its headquarters are in Guildford, with further offices in London, Cork, Malta, Dubai and Jávea. The firm states that it is licensed in the UK, UAE and Malta, with services passported to Ireland, Portugal and Spain through locally registered tied agents.

Product: Cross-border financial planning, pensions, protection, estate planning, investment management and stockbroking, plus the Alto Global appointed representative platform for advisers.