CEO Cockpit Altnz Wealth
Compare vs Last year ▾
Sign out
PR

Good afternoon, Philippe

Altnz Wealth · YTD vs Last year · 28 April 2026 · 117 days into the year
CHF 1.34B
Total AUM
▲ +18.6% vs last year · +CHF 210M
+CHF 47M
Net new flows YTD
▲ +24% 12 in · 2 out
CHF 8.2M
Revenue YTD
▲ +12% 87% of CHF 9.4M annual budget
48
Active clients
▲ +3 net 12m churn 0.8%
99.2%
12m retention rate
▲ +1.4pp industry bench 95%
CHF 180M
Pipeline AUM (weighted)
▲ +CHF 60M 8 prospects · 2 closing

AUM trajectory · 12m

1.4B 1.3B 1.2B 1.1B benchmark Hired Anna N. Al-Masri onboarded CHF 1.34B May '25 Aug Nov Feb '26 Mar '26 Apr '26

Revenue breakdown · YTD

Drill down
AUM fees Performance Recommendation Transaction
AUM-based advisory fees
0.75% p.a. average · billed quarterly
CHF 6.4M
78% · ▲ +14%
Performance fees
crystallized 31 Mar · 4 clients above hurdle
CHF 1.1M
13% · ▲ +28%
Recommendation fees
$250 per executed rec · non-discretionary
CHF 0.5M
6% · ▲ +9%
Transaction fees
share from broker commissions
CHF 0.2M
3% · ▼ −4%
CHF 8.2M of CHF 9.4M annual target · projecting CHF 11.1M by year-end
▲ +18% vs LY

Top revenue clients

Concentration
Nasser Al-Masri
UHNW · CHF 31.7M · perf + AUM
CHF 245K
3.0% of total
Daniel Kowalski
UHNW · CHF 19.5M · AUM + crypto
CHF 165K
2.0%
Victor Huang
HNW · $15.3M · AUM
CHF 115K
1.4%
Elena Ortiz
HNW · EUR 11.3M · AUM
CHF 95K
1.2%
Clara Moreno
HNW · EUR 9.1M · AUM
CHF 75K
0.9%
Top 5 = 8.5% of revenue · top 10 = 14.2% · concentration healthy

RM productivity · YTD

Open RMs
Relationship Manager AUM Net flows Recs sent Approved Revenue Retention Capacity Trend
LW
Lukas Weber
Senior RM · 7y · 14 clients
 CHF 380M +CHF 24M 42 36 (86%) CHF 2.85M 100%
78%		 ▲ +12%
SK
Stefan Kraus
RM · 5y · 11 clients
 CHF 310M +CHF 12M 28 22 (79%) CHF 2.30M 98%
62%		 ▲ +6%
AN
Anna Novák
RM · 1mo · 6 clients (transferred)
 CHF 95M +CHF 11M 9 8 (89%) CHF 0.71M —
32%		 new
Avg AUM/RM CHF 262M · industry bench CHF 200M · room for ~5 more clients per Senior RM before full capacity

Client funnel

Open pipeline
23
Prospects
CHF 320M weighted · +9 this year
8
Onboarding
CHF 180M · avg 42d in stage
48
Active
CHF 1.34B AUM · 99.2% retention
3
At risk
CHF 28M · 2 churn signals · 1 mandate
2
Churned 12m
CHF 14M · relocation · fee dispute

Firm risk & exceptions

CCO interface
Concentration Watch
14.2%
Top-10 client revenue concentration · industry caution above 25%. Largest client 3.0%.
Mandate breaches 1 open
1
M. Chen sector concentration tech 38% (limit 30%) · mitigation in flight (Trim NVDA rec).
Compliance flags 2
2
1 KYC review overdue (Smith) · 1 source-of-wealth update due (Tiwari) · both this week.

Strategic decisions · awaiting your sign-off

View all 4
overdue 2d
Hire
Approve hire · 4th RM · Markus Schmid
From Julius Baer · 8y experience · proposed package CHF 180K base + perf bonus · expected to bring CHF 60M AUM book within 12mo
due in 3d
Client
Sign off · Singapore family office · USD 50M
High-risk profile (PEP exposure verified clean) · referred by Helvetica Capital partnership · proposed mandate: discretionary growth · CCO approved KYC
due in 5d
Fee
Fee override · Al-Masri family · 10% strategic discount
Largest client (CHF 31.7M) · request via RM Lukas Weber · would reduce annual revenue by CHF 24K · in exchange for additional CHF 12M commitment
due in 8d
Partnership
Review · Geneva tax advisor partnership
Référent et Associés proposing exclusive referral arrangement · estimated 3-5 prospects/year · revenue share 15% on referrals · 2-year initial

Today's pulse · 28 April

Live activity
5 recs sent
Recommendations
3 approved · 2 executed today · pipeline value CHF 850K
14 messages
Client comms
8 emails · 3 calls · 1 meeting · 2 WhatsApp/Telegram
12 actions
AI agents
8 signals · 2 ideas drafted · 4 outcomes computed
3 events
Notable
Chen approved $200K IEFA · Kowalski TLT alert · 1 new prospect added
LW

Lukas Weber

Senior RM · 7 years · joined Feb 2019
CHF 380M
AUM
▲ +12% YTD
+CHF 24M
Net new flows YTD
▲ +18% vs LY
CHF 2.85M
Revenue contribution
35% of firm total
42 · 86% approved
Recommendations YTD
12 sent in last 30d
100%
Client retention 12m
no churn this year
78%
Capacity utilization
14 of ~18 optimal

Clients · 14

Open in RM interface
Client AUM Mandate Revenue YTD

Performance signals

NPS score Promoter
72
Last survey: 14 of 14 clients responded · 12 promoters · 2 passive · 0 detractors
Approval rate Strong
86%
Clients accept his recs 86% of the time · industry bench 75%

Recent activity

today
Sent 2 recs · drafted rebalance for Chen
Tech concentration breach · Trim NVDA 30%
yesterday
Phone call with Kowalski · 18 min
Discussed BTC reduction · approved
3d ago
Quarterly review · Chen · Zurich
In-person meeting · 45 min · action items captured
7d ago
Onboarded Anna Novák as 4th RM
Transferred 6 clients to lighten capacity load

Pipeline

Prospects, onboarding in flight, churned · weighted value CHF 320M

Pipeline detail

Prospects kanban with weighted AUM, conversion stages, time-in-stage analysis. Onboarding queue. Churned/at-risk list with recovery actions.

NM

Nasser Al-Masri

UHNW · Growth mandate · Non-discretionary advisory · Client since Oct 2018
$31.7M
Current AUM
=
$18.0M
Initial
+
$15.1M
Net profit
−
$1.4M
Fees
CHF 245K
Revenue YTD
3.0% of firm revenue
2.4%
Share of firm AUM
concentration: healthy
9
Latest NPS · 12m
Promoter

Strategic notes

+ Add note
Largest single client. Family office, Middle East. Long-tenure partner — actively refers UHNW peers. High strategic value beyond direct revenue. Watch for any signal of competitor approach.

Recent strategic events

Full activity
today
Pending decision · 10% strategic discount
Request via RM Lukas Weber · in exchange for additional CHF 12M commitment
22 Apr
Quarterly review · in-person Geneva
Discussed family-office structure · expressed interest in private credit
15 Apr
Approved · option rollover (AAPL Jun calls)
Lifecycle event handled smoothly · zero friction
Q1 2024
Referral · introduced cousin (CHF 8M onboarded)
2nd referral from this client · pattern of advocacy

Decisions queue

Items requiring exec sign-off · with audit trail of past decisions

Decisions log

Extended view of pending decisions plus full audit trail of past sign-offs (with rationale). Filter by type (Hire / Client / Fee / Partnership / Strategic). Sortable by amount, due date, urgency.

Reports

Board packs, investor updates, regulatory filings

Reports library

Auto-generated and custom report library: Q1/Q2/Q3/Q4 board packs, monthly investor updates, annual reviews. PDF/PPT export with branding. Schedule recurring distribution.