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Lee Robinson, Chief Investment Officer, Altanta Wealth

Altana Wealth appoints David Helm as global head of sales and marketing


Altana Wealth (Altana), a new investment management group founded by Lee Robinson, one of the co-founders of Trafalgar Asset Managers Ltd, has appointed David Helm as Global Head of Sales and Marketing.

Helm has nearly 20 years’ experience working in Investment Management.  For the last ten years he has focused on the hedge fund arena. Prior to joining Altana, Helm was the CEO of Sofaer Capital Inc, a pioneer of hedge fund investing in Asia with offices in London and Hong Kong, operating a family of five equity-based hedge funds.
Before Sofaer, Mr Helm was a Partner and Global Head of Sales and Marketing at Odey Asset Management, one of the longest-running European hedge funds; and Head of International Sales at Investec Asset Management in South Africa. 
Lee Robinson (pictured), Founder and Director of Altana Wealth, says: “David has particular expertise in the wealth management and hedge fund environments and we are pleased he has decided to join us.  His immediate focus will be talking to private offices and wealth managers about our Sovereign Diversity Fund, which we have launched in response to widespread concern in the investment community over currency inflation and devaluation.”
Helm says: “Joining Altana is an exciting opportunity. The highly experienced team is building a new wealth management business from scratch, backed by significant investment from its founder.  Over time we will launch a number of different products to take advantage of uncertain and volatile market conditions, but our overriding theme will be to deliver inflation-adjusted real returns.  This should resonate well with investors and advisers who are seeking to preserve and enhance their wealth in an investment environment the likes of which nobody has experienced in a generation.”

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