cross-border expertise,
availability,
transparency and
discretion

about_us_atlantic
about_us_atlantic

cross-border expertise,
availability,
transparency and
discretion

Who are we?

Atlantic Financial Group is an international wealth management company that provides services for wealthy individuals and institutional investors. Our clients value the experience, expertise and network we offer to manage their financial and non-financial assets both locally and internationally.

Atlantic Financial Group offers decades of experience in all aspects of international wealth management. In a constantly changing economic and regulatory environment, Atlantic Financial Group aims to liberate our clients’ most precious asset, Time.

OUR FOUNDING PRINCIPLES

Atlantic Financial Group offers its clients a tailored service built around protecting their personal interests versus the often contradictory interests of a host of external providers.

On the basis of predefined family governance rules, Atlantic Financial Group helps its clients over the long-term with the management, structuring and passing on of their assets, as well as with specific ad hoc financial and asset transactions.

Our ability to act effectively both locally and internationally is clearly part of our DNA. Atlantic Financial Group consolidates information, identifies the most suitable service providers, coordinates and supervises transactions and ultimately streamlines costs.

From identifying requirements to implementing solutions, Atlantic Financial Group helps its clients outline the best solutions having regard to their cost/benefit ratio; clients opt for the alternative that best suits them and Atlantic Financial Group delivers a turnkey solution.

The activities we have developed, although relatively diverse in terms of expertise, are nevertheless often complementary in order to provide a holistic response to our clients’ overall needs:

ATLANTIC CAPITAL

is a management company regulated under EU law and authorised to operate in each of the 28 EU Member States;

ATLANTIC FUND MANAGEMENT

carries on the management of our Luxembourg-based funds and offers advisory services to third party funds;

ATLANTIC PRIVATE INVESTMENTS

is a company offering a range of solutions to invest in various unlisted assets in Europe and North America;

ATLANTIC BUSINESS SOLUTIONS

is a legal and tax advisory firm, bringing together legal advisers and lawyers, that helps our clients with the passing on, inheritance and disposal of their assets, amongst other things.


isabel_guggisberg

Isabel Guggisberg

Chief Executive Officer

Isabel has over fifteen years’ experience advising international high-net-worth clients with regards to financial planning and financial investments. She worked during nine years at Bank Vontobel in Zurich, in different positions within the Private Banking Department for the Latin American market. After moving to Spain, she worked during 8 years in the Wealth Management Department, developing and offering Private Banking Services to the mainly international clientele. In addition to her financial expertise and leadership skills, Isabel speaks five languages (German, Spanish, Italian, English and French) and is able to adapt to different cultures. She has particularly developed her taste for family office type of personalised service. Isabel heads the Atlantic Financial Group since December 2014.

Patricia Web2swap

Patricia Blasco

Management Assistant

Patricia has a bachelor degree in Information and Documentation Science at the Complutense University of Madrid. She worked in Spanish companies in the publishing sector and she has an international experience in London. Patricia has joined the team in Gibraltar to support the management, contributing solutions and strategies thanks to her excellent organizational skills. She speaks Spanish, English and has knowledge of Italian.

 

2017 Atlantic Financial Group

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