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We have created a unique ecosystem that transcends the traditional boundaries of wealth management: diverse capabilities, yet united by a common philosophy. As we grow, we continue to welcome new expertise and establish a presence across Europe and beyond – always guided by our distinctive vision.

CARAT CAPITAL

"A patrimony is above all a story. A story of talent, courage, boldness, and perseverance."

Refined wealth & investment strategies crafted to elevate both your patrimony and your personal aspirations.

With Carat Capital, we share a view of wealth as a vehicle for fulfilment. Carat’s expertise and teams emphasise the human and narrative dimension of wealth, focusing on providing the keys to informed and customised financial decisions. Their approach places humanity at the heart of financial expertise, creating bespoke strategies that navigate complexity-technical expertise serving human needs, trust as a foundation, and personalised guidance at every step, honoring the human narrative behind each portfolio Carat manages.

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HEDON

"There is no hedonism without personal discipline, without knowledge of oneself, the world, and others."

Bespoke family office solutions designed for multi-dimensional wealth structures.

With Hedon, we share a commitment to unwavering support as the cornerstone of meaningful achievement. Their teams go beyond providing insight – they accompany families and entrepreneurs every step of the way, building lasting relationships that go beyond traditional consulting services. Their approach is one of unwavering presence and attentive guidance, creating the calm necessary for sound decision-making. By combining technical mastery with deep human understanding, Hedon ensures that wealth serves a greater purpose, while guaranteeing its sustainable growth over generations – never advising from afar, but standing with clients through every challenge and opportunity.

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The
Allen
ecosystem
is
designed
to
grow

Each addition is selected to enhance our collective strength and create greater value for those we serve.

We are constantly looking for ways to improve our offering through

NEW AREAS OF EXPERTISE
Expanding our capabilities to meet evolving wealth challenges
GEOGRAPHICAL PRESENCE
Establishing strategic locations to better serve clients across Europe and beyond
STRATEGIC PARTNERSHIPS
working with like-​minded specialists to extend our reach
INNOVATIVE APPROACHES
Developing new methods that redefine wealth management