Advisor for Advisors
Your Clients deserve the best opportunities
that you don't have the time to search
I select the best alternative investment opportunities for you.
You present them to your customers. They get results. You consolidate the relationship.
A service reserved for Financial Advisors, Family Offices and wealth professionals who want to offer an alternative portfolio component without building the expertise to do so internally.
REQUEST AN EXPLORATORY CALLYou present them to your customers. They get results. You consolidate the relationship.
A service reserved for Financial Advisors, Family Offices and wealth professionals who want to offer an alternative portfolio component without building the expertise to do so internally.
THE PROBLEM
How much time do you really have
to offer your Customers what they deserve?
If you are a Financial Advisor or Wealth Professional with a high-profile client base,
you probably recognize at least one of these situations.
Your customers demand performance from you that are not related to traditional markets - and you don't always have a solution to offer.
The traditional bond market offers less and less. Your most sophisticated customers know it. They want private debt, alternative fixed income, senior secured structures, products with real returns. But selecting these tools requires time, access to counterparties, and a vertical expertise that's hard to build when you have 80, 100, 150 customers to follow.
You spend hours researching products that you can't evaluate properly — because it's not your main profession.
It's not a criticism. It is the structural reality of the market. An excellent consultant builds relationships, reads client needs, manages difficult times. He should not spend his best time reading issuance statements in English or evaluating the soundness of a British trustee.
You came across interesting products but didn't have the tools to validate them — and in the end you gave up.
The alternatives market is full of genuine opportunities and background noise. Distinguishing one from the other requires specific experience. Without that, the most common risk isn't selecting the wrong product — it's not selecting any product, leaving your customers with unoptimized portfolios.
The traditional bond market offers less and less. Your most sophisticated customers know it. They want private debt, alternative fixed income, senior secured structures, products with real returns. But selecting these tools requires time, access to counterparties, and a vertical expertise that's hard to build when you have 80, 100, 150 customers to follow.
You spend hours researching products that you can't evaluate properly — because it's not your main profession.
It's not a criticism. It is the structural reality of the market. An excellent consultant builds relationships, reads client needs, manages difficult times. He should not spend his best time reading issuance statements in English or evaluating the soundness of a British trustee.
You came across interesting products but didn't have the tools to validate them — and in the end you gave up.
The alternatives market is full of genuine opportunities and background noise. Distinguishing one from the other requires specific experience. Without that, the most common risk isn't selecting the wrong product — it's not selecting any product, leaving your customers with unoptimized portfolios.
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THE RESULT
Your HNWI Customers do not receive the alternative component that their assets would require.
And you lose ground compared to the colleagues who are able to offer that component — even if you don't know exactly how.
And you lose ground compared to the colleagues who are able to offer that component — even if you don't know exactly how.
WORKING METHOD
The service is designed to integrate seamlessly into your workflow,
without adding any complexity.
Step 1: Onboarding
This isn't a sales pitch; it's a technical discussion among professionals.
Free Initial Consultation (approx. 1 hour)
Analysis of Assets and Income Statement
Analysis of Risk Tolerance and Investment Horizon
Tax Exposure and Asset Protection
Return Goals and Priorities
This phase typically takes at least 2/3 business days and is carried out in collaboration with the professional.
Step 2: Selection & Support
We evaluate proposals for the client and establish an ongoing relationship.
Presentation and selection of initial proposals
Client feedback
Potential improvements to the proposal
Support for the client’s acceptance of the proposal
Ongoing outsource support
I am responsible for sourcing proposals, while the Professional handles the presentation to the Client.
Who is it suitable for:
The Personal Wealth Check Up is for you if:
Financial Advisors serving HNWI Cients
Single and multi-family offices
Notaries, Attorneys, and Accountants
CFOs and Other Professionals
WHO AM I
Gianluca Sidoti
Over the past 15 years, I have worked as an Independent Financial Advisor in Italy, Malta, the United Kingdom, and the UAE.
I founded Hedgebra Investments LLC, a financial services boutique specializing in fixed-income solutions for institutional clients and high-net-worth individuals (HNWIs), and TraDetector, a financial education platform with thousands of users in Italy.
I am a bestselling author and contributor to Forbes USA on topics of personal finance and macroeconomics.
I have built my reputation on a simple principle: analyses I am not willing to present to my clients, I will not present to yours either. Every opportunity I select goes through the same evaluation process I would apply to a personal investment.
I do not work with products I do not fully understand. I do not promote structures that do not withstand rigorous due diligence.
Your name is on the report to your client. My job is to ensure that you never find yourself having to explain something you shouldn’t have recommended.
I founded Hedgebra Investments LLC, a financial services boutique specializing in fixed-income solutions for institutional clients and high-net-worth individuals (HNWIs), and TraDetector, a financial education platform with thousands of users in Italy.
I am a bestselling author and contributor to Forbes USA on topics of personal finance and macroeconomics.
I have built my reputation on a simple principle: analyses I am not willing to present to my clients, I will not present to yours either. Every opportunity I select goes through the same evaluation process I would apply to a personal investment.
I do not work with products I do not fully understand. I do not promote structures that do not withstand rigorous due diligence.
Your name is on the report to your client. My job is to ensure that you never find yourself having to explain something you shouldn’t have recommended.
The next step is a conversation.
If you’ve read this far, you recognize the problem this service solves.
I’m not asking you to make a decision right now.
I’m asking for 30 minutes for an exploratory call where we can figure out together if and how we can work together.
No obligation. No sales pitch. Just a technical conversation between professionals.
During the call, we’ll discuss your client portfolio and your specific needs regarding alternatives, and we’ll assess whether there’s a basis for collaboration.
After the call, regardless of the outcome, you’ll receive an analysis report on one of the opportunities I’m currently monitoring. This way, you’ll have a concrete idea of the scope of work before making any decision.
I’m not asking you to make a decision right now.
I’m asking for 30 minutes for an exploratory call where we can figure out together if and how we can work together.
No obligation. No sales pitch. Just a technical conversation between professionals.
During the call, we’ll discuss your client portfolio and your specific needs regarding alternatives, and we’ll assess whether there’s a basis for collaboration.
After the call, regardless of the outcome, you’ll receive an analysis report on one of the opportunities I’m currently monitoring. This way, you’ll have a concrete idea of the scope of work before making any decision.
FAQ's
Frequently Asked Questions
What does your role entail?
My role is that of an analyst and researcher specializing in the alternative investments sector. I produce independent research, identify investment opportunities, and provide analytical materials to licensed financial advisors, who retain full responsibility for making recommendations to their clients. I do not replace you in your relationship with your client, nor do I interact directly with your clients. I operate upstream of your process, acting as a dedicated external research firm. For any further details regarding the contractual structure of the service and its compatibility with your specific regulatory profile, it is always advisable to consult with your legal counsel.
How do I know that the opportunities you select are truly suitable for my clients?
The selection process doesn’t happen in a vacuum. During the onboarding phase, I take the time to understand your client profile—their prevailing risk tolerance, time horizon, liquidity needs, and existing portfolio holdings. Every analysis you receive includes a clear section on the investor profile for which the instrument is appropriate, with equally clear exclusion criteria. You are the one who makes the final suitability assessment for each individual client: I give you the tools to do it well and quickly, not a decision that’s already been made.
What sets me apart from simply subscribing to a generic financial research service?
The difference lies in specialization and personalization. Generalist research services cover thousands of instruments with standardized analyses designed for a broad, undifferentiated audience. I select a limited number of opportunities within the specific segment of alternative investments—unconventional fixed income, private debt, senior secured structures—and analyze them in depth using the language and format you need to work with HNWI clients. Furthermore, I’m directly available when you have a technical question about a specific product. No subscription service responds in real time to an objection that comes up during a call with a client.
How much time do I need to dedicate to this service to see results?
The service is designed to fit into your schedule, not to add to it. Reading a full analysis report takes an average of 20–25 minutes. Update and monitoring calls are at your discretion. I handle the rest of the work. The goal isn’t to add another commitment to your schedule, but to free up the hours you currently spend searching, reading prospectuses, and evaluating products without having all the information needed to do so properly. The ROI of this service is measured in time saved, not just in opportunities generated.
How is the service structured financially? Are there commissions on the products you recommend?
The financial structure is transparent by design. The service is based on a professional flat fee explicitly agreed upon before the start of the collaboration. I do not receive placement commissions on the products I analyze, as this would create a structural conflict of interest incompatible with the independence of the analysis. What you receive is research that is not influenced by commercial incentives toward the issuer. The specific financial details are discussed during the exploratory call, based on the service level best suited to your profile.