Outsourced Chief
Investment Officer (OCIO)

At Alumia, we offer bespoke, independent and client-focused investment solutions, combining institutional quality set up with boutique agility

Who we work with

What we offer

Why partner with us

Contact us

Who We
Work With?

High Net Worth Individuals

Multi Family Offices

Families

Wealth Advisors

INVESTMENT
POLICY

Defining long-term investment goals, asset allocation and investment deployment plan tailored to the client’s risk tolerance, values and objectives.

BESPOKE PORTFOLIO
ADVISORY

Custom portfolio solutions across traditional and alternative asset classes with access to sought-after investment opportunities leveraging our vast network of relationships with asset managers and GPs.

COMPREHENSIVE
OVERSIGHT

Oversight of client’s total investment portfolios and assets across their banking and wealth manager relationships. Advisor on cash management, short-term liquidity and financing needs.

What We Offer?

Bespoke Portfolio Advisory with access to select investment ideas creating long-lasting value

Why Partner With Us?

5 investment professions in the OCIO team, +87 years of combined experience across public and private markets. Our team combines deep institutional experience with over a decade of working together

True open architecture, free from product bias, access to capacity – constrained strategies, supported by a vast ecosystem

Global network of 1,000+ asset managers and GPs; with backing from Universal Investment, a leading European fund services company

Deep experience in manager selection bringing advantages for accessing idiosyncratic manager alpha and identifying emerging manager talent

Active and passive equities, fixed income and hybrid – public and private markets, real assets, decorrelated and niche strategies

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    Your Trusted Outsourced Chief Investment Officer

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    Have a 30-minute consultation with us to explore objectives & fit

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