Who are we?

With advanced tools and methodology, Aliter Invest supports growing interest in a much more responsible investment mode in accordance with the convictions of the investor.

Towards an ethical transition? Finance has a significant impact on our natural and social environment. Therefore, we all share a moral responsibility to invest in the most responsible way possible. Aliter Invest offers support for a gradual, measurable and efficient transition.

You don’t earn less by being ethical! Numerous studies show – and we firmly believe – that adherence to ethical standards is a guarantee of the success and sustainability of the companies in which we invest. Bad governance, poor management or overuse of natural resources, disrespect for the dignity of the human person on a social or bioethical level, are all risk factors that negatively impact performance.

By being more responsible, more committed, more supportive, we work for and alongside men and women who want to impact their world positively.

Imre de Habsbourg-Lorraine, founder


Finance shall remain at the service of the Human Person, not otherwise.

Our objectives

Accompany towards an «ethical transition»

Encourage an in-depth reflection about ethics in your patrimony.

Make ethical investments available to all.

Control risks and optimize performance

High-quality financial asset management.

Reasonable fee structure.

Manage risk according to risk profile.

Become a trusted partner

Rigorous tools and proven methodology.

Bring transparency to investments.

Guarantor of the ethical standard in finance.

Enable investors to be engaged and responsible

Measure the social impact of investments (social impact reports).

Influence companies’ management team through a voting policy at general assemblies.

Aliter Invest’s investment philosophy

Responsibility

  • Search for the Common Good

  • Consistency between investments and convictions

  • Respect and consideration for human dignity

Engagement

  • Ethical reflections

  • Dialogue with companies

  • Vote at general meetings

Solidarity

  • Impact Investing

  • Solidarity loans

  • Donations / give to a project

Strategic commitee

Archduke Christian is married, father of five children, and grandfather of nine grandchildren.

After eight years as private banker at J.P. Morgan in New York, Brussels and Geneva, he founded in 1990 Multiplus finance, in Geneva.

Multiplus (www.multiplusfinance.com) is an independent and objective wealth management advisory company that assists families, foundations, religious congregations and dioceses in the monitoring of their portfolios through consolidation, analysis and strategic advice.

In 2019, he co-founded with his son, Imre, the company Aliter Invest. He is a partner and member of the Strategic Committee.

Married with three little girls, Imre worked for three years in financial audit and strategic consulting at Ernst & Young (EY) in Luxembourg. He joined Multiplus Finance in 2016, which he leads today.

In 2019, he founded with his father Aliter Invest. Eager to respond to a strong desire from their clients to invest more ethically, Aliter’s team wishes to accompany investors in their ethical transition, by proposing a rigorous approach in which the human person is considered in all its dimensions.

Imre is a partner and member of the Strategic Committee.

Married with three children, he has a master’s degree in Applied Economics and Tax Management (ULB – Solvay Business School). Active for 23 years in the field of financial management at Banque Paribas Belgium, and at Petercam (Luxembourg) SA, where he was a member of the Management Committee in charge of day-to-day management, private and institutional management, as well as the risk management and internal audit, under the supervision of the CSSF. He is a corporate director, member of investment committees and family officer.

In 2019, Philippe Cuelenaere joined Aliter Invest where he brings his expertise in the field of investment funds, his passion for an “integral ecology”, as well as his ethical discernment on the current economic and financial system.

He is a partner and member of the Strategic Committee of Aliter Invest.

Married with four children, Éric has more than 30 years of experience in Banking in France, London and Geneva. He began his career at JP Morgan where he worked for 23 years promoting solutions to better manage risk and optimize financial performance for institutional and private clients. Then, he participated in the creation of the QNB subsidiary bank (Qatar National Bank) in Switzerland, where he was managing director for 2 years. He then joined the BNP Paribas teams where he advised some large families in the management of their assets and their wealth in the broad sense.

Eric holds a CFA (Chartered Financial Analyst) degree. He is a certified financial analyst.

In 2019, he joined Aliter Invest as a partner and member of the Strategic Committee to actively contribute to the reflection of an ethical finance. Éric brings financial and banking experience and technical expertise, including asset allocation, risk management, capital markets, and financial analysis.

Bernard de Halleux

Senior Advisor

Bernard de Halleux is married and the father of three. He spent many years working at BNP Paribas in retail, private and corporate banking in the United States, France and Belgium.

After 25 years serving families and European institutions with Cordius Asset Management, he successfully led the Swiss branch of asset management firm Candriam.

For Bernard de Halleux, the world of finance, with its powerful impact on society, should give a preeminent place to questions of ethics and responsibility. With a degree in law and management, Mr. de Halleux is a member of the finance and real estate committee of the Belgian Red Cross.

He joined the strategic committee of Aliter Invest 2019.

Operational team

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Guillaume d'Alançon

Head of communication

 

Guillaume is married and the father of five children. After two years in human resources and six years in civil service responsible for culture and relations with the population, he spent eleven years leading a diocesan office in France.

A frequent commentator and author on ethical and social issues, he has appeared in print, radio and television.

In 2015, he founded LIFE-Europe, an association which connects professionals and volunteers to families and individuals facing difficulties through a network of family orientation centers, the “Acceuil Louis et Zélie.”

He joined Aliter Invest in 2019.

Etienne Blanc

Financial and extra-financial analyst

Swiss and French, Etienne graduated with a Master in Banking and Financial Markets from Toulouse Business School.

After an experience at Société Générale, Etienne joined Multiplus in 2018 where he works as an analyst and financial advisor. In collaboration with several institutions, Etienne specializes and continues to develop his skills in research and analysis of extra-financial and ethical criteria.

In this context, he joined Aliter Invest in 2019.

Alessandro Pelizzon

Compliance officer

Alessandro is Italian and Swiss. Between 1997 and 2003 he worked as a trader and then manager of a long / short equity alternative fund. Since 1999, he has been responsible for Compliance Officer and risk for various companies (mostly Swiss financial intermediaries) in parallel with his management responsibilities.

In 2014, he joined Multiplus Finance where he works as a financial analyst and wealth management advisor serving families, religious congregations and foundations.

In 2019, Alessandro takes on the role of Head of Compliance at Aliter Invest where he brings valuable experience on legal and tax aspects, as well as strategic aspects of the company’s development.

Géraldine Weber

Office manager

Mother of three boys, Géraldine worked 20 years for Family Offices.

In 2016, Géraldine joined Multiplus as Office Manager where she oversees the administrative and organizational support of the company. Close to the clients, she directs them in the administrative aspects and maintains the relationship with the different banking interlocutors.

Since 2019, Géraldine has also put her skills and experience at the service of Aliter Invest.

Eric Behaghel

Associé

Marié et père de 4 enfants, Éric totalise plus de 30 ans d’expérience en Banque en France, à Londres et à Genève. Il a débuté son parcours chez JP Morgan où il a œuvré pendant 23 ans à la promotion de solutions permettant de mieux gérer les risques et d’optimiser la performance financière, pour des clients institutionnels et privés. Il a ensuite participé à la création de la banque filiale de QNB (Qatar National Bank) en Suisse, dont il été directeur général pendant 2 ans. Puis il a rejoint les équipes de BNP Paribas où il a conseillé quelques grandes familles dans la gestion de leurs actifs et de leur patrimoine au sens large.

Eric est titulaire du diplôme CFA (Chartered Financial Analyst). Il est à ce titre un analyste financier certifié.

En 2019, il rejoint Aliter Invest comme partenaire et membre du Comité Stratégique afin de contribuer activement à la réflexion d’une finance réellement éthique. Éric apporte son expérience financière et bancaire et ses compétences techniques, notamment sur l’allocation d’actifs, la gestion des risques, les marchés des capitaux, et l’analyse financière.

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