Service
Technology implementation, business strategy and fund raising for growing organizations.
Alfa Global Wealth Advisors helps organizations manage the new risks that stem from digital transformation, raise capital, and put the right technology and strategy in place.
Third-Party Vendor Risk — an integrated tool covering vendor onboarding (KYC, risk assessment, SLA monitoring, renewals, payment processing, governance). Continuous Control Monitoring to increase efficiency of operations and governance. Integrated Risk Management (ERM) for risks stemming from digital transformation. Business Process Automation with customized technology solutions.
Business strategy formulation; advisory on product design; business excellence (Balanced Scorecard, ISO, KPI/KRI design, business process monitoring); transaction execution (strategic advisory, debt advisory, equity transaction structuring); business valuation, modelling and financial advisory; fund raising and investor services; treasury restructuring — review of loan and investment portfolio, changes in loan composition, and setting up a treasury desk.
Accumulating assets over time, then managing them with a holistic, long-term approach.
A tailored financial plan, built with your own dedicated Wealth Manager, that adapts as life changes.
Wealth structuring and portfolio management that account for your residency and a changing tax environment.
Book a no-obligation consultation. We will review where you are today and outline the next few moves.