Altura Wealth Management

Altura Wealth Management is a premier wealth management firm based in Antigua and Barbuda, offering a wide range of personalized financial services to high-net-worth individuals, families, and businesses. Established in 2019, the firm specializes in asset management, financial planning, estate management, and offshore investment strategies tailored to the unique needs of its clients. Altura Wealth Management has quickly earned a reputation for delivering sophisticated financial solutions that prioritize long-term wealth preservation and growth.

The firm was founded by Patricia Monroe, a financial strategist with over 15 years of experience in global wealth management. Under her leadership, the firm has assembled a team of 20 financial professionals, including investment advisors, portfolio managers, and estate planners, all dedicated to offering bespoke wealth management services that help clients achieve their financial goals.

Altura Wealth Management provides a comprehensive array of services, including retirement planning, tax optimization, succession planning, and portfolio diversification. The firm is known for its expertise in Caribbean and offshore investment opportunities, helping clients take advantage of tax-efficient structures and international investment portfolios. One of its notable successes was guiding a high-net-worth client in developing a diversified offshore investment strategy that significantly enhanced returns while minimizing risk.

With core values centered around client trust, integrity, and strategic foresight, Altura Wealth Management has built a loyal clientele both locally and internationally. In 2023, the firm reported managing assets worth approximately $250 million, with annual revenues of around $12 million. Looking ahead, Altura Wealth Management plans to further expand its services by incorporating sustainable investment solutions and family office services, aiming to strengthen its position as one of the Caribbean’s most trusted wealth management firms.