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:
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.
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 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.