Alumia

Alumia is a partner-led investment advisory firm established in 2021 and headquartered in Luxembourg. The firm operates under the regulation of Luxembourg's financial supervisory authority, the CSSF, as a MiFID-regulated investment firm. Alumia was launched as a joint venture, with Universal Investment Group holding a significant minority stake as a strategic partner, while Alumia's management retains the majority of the shares. This partnership provides Alumia with substantial resources, as Universal Investment Group is a major European fund service platform.

The company was founded by a team with extensive experience in the asset management industry, including at firms such as J.P. Morgan, Rothschild, and Lombard Odier. The Chief Executive Officer, David Saab, brings a 20-year career in banking and asset management to the firm, having previously co-founded Aperture Investors. Alumia was established to address the increasing complexity and cost for asset managers in building and maintaining an experienced, global, and regulatory-compliant sales force.

Alumia's business model is centered on providing specialized investment advice and diversified solutions to a sophisticated clientele that includes asset managers, asset owners, corporates, family offices, pension funds, and endowments. The firm positions itself as an independent and impartial link between asset managers and investors. Its revenue is generated through providing these advisory services. One of its core offerings is the Outsourced Chief Investment Officer (OCIO) service, where it defines long-term investment goals, advises on bespoke portfolio construction across traditional and alternative asset classes, and provides comprehensive oversight of a client's total investment portfolio. The firm also facilitates capital introductions, co-investments, and provides clients access to a curated selection of investment opportunities, including private deals and various funds.

Keywords: investment advisory, asset management, outsourced CIO, OCIO, fund distribution, MiFID, private equity access, family office services, institutional investors, capital introduction, co-investments, fund servicing, investment due diligence, public markets, private markets, alternative investments, David Saab, Universal Investment Group, Luxembourg finance