When it comes to your assets, don’t compromise. Only the best decisions.

Entrust the management of your assets to the largest non-bank financial group in Slovenia. With the personal approach of our experienced managers and the internationally recognised analytical department, you will have at your disposal the best possible support. We are here for you.

Demand the utmost for your assets.

When planning the future of your assets, you should be demanding. Likewise, we demand the utmost from ourselves. Therefore, when making the right decisions, our experienced managers collaborate closely with the best analytical department in the region.

Why entrust your assets to ALTA Group?

  • We manage clients’ assets worth almost one quarter of a billion euros
  • We have the strongest analytical department in the region
  • We offer a comprehensive selection of investment services in one location
  • The largest Slovenian companies and institutional investors collaborate with us
  • You, our investors, are always the focus of our attention

Consultation

Thorough review of assets and definition of investment goals. Every successful investment route starts with a consultation.

Advice

Managing strategy proposal and selection of investment policy. Every successful investment route starts with a consultation.

Management

Active execution of chosen strategy in accordance with the personal financial plan. Every successful investment route starts with a consultation.

Adjustments

Monitoring of markets, results and risk management; regular notifications. Every successful investment route starts with a consultation.

Contact our experts

Matej Justin
Analitik

01 3 200 313

Gregor Kern
Asset Manager

01 3 200 323

Uroš Ožbolt, CFA
Director of Asset Management

01 3 200 399