Atlantic Advisors Suisse
- PHILOSOPHY & OBJECTIVES
- OUR SERVICES
- REAL ESTATE
- MANAGING YOUR FINANCIAL ASSETS
- The Team
We wish to support our clients in protecting, managing and transmitting their financial and non-financial assets while making them grow in the short, medium and long term. The applicable Swiss regulatory environment for our customers, their families and / or companies is constantly changing. At Atlantic Advisors Suisse SA, we specialize in structuring the personal and professional wealth of our clients.
With our transnational DNA we offer all our services across various jurisdictions and countries; the chosen partners and our structures are recognized.
Atlantic Advisors Suisse SA is an investment firm and family office which is regulated and supervised by the ARIF.
The ARIF is a self-regulating body approved by the Swiss Financial Market Supervisory Authority (FINMA) for the supervision of the financial intermediaries as referred to in art. 2 para. 3 of the Swiss Federal Law on combating money laundering and terrorism financing in the financial sector (AMLA). The ARIF is also recognized by the FINMA as a professional organization for laying down rules of conduct relating to the practice of the profession of independent asset managers within the meaning of the Swiss Federal Act on collective investment schemes.
FINANCIAL AND SUCCESSION PLANNING
The purpose of financial planning is to provide you with long-term solutions to achieve your goals in all aspects, whether it is to build up your assets over time or to prepare for retirement in the future. The health of your wealth depends on many parameters that can lead you to consult a number of professionals. We can help you find and coordinate the most suitable solutions, thus becoming your contact of first choice.
We also offer a mortgage and financing service, which aims at developing tailor made solutions for you, negotiating the best economic conditions and setting up the most suitable structures.
LEGAL AND TAX ADVICE
At Atlantic Advisors Suisse SA we collaborate with specialists in the tax and legal fields, to the benefit of our clients. You can rely on the specialization of recognized service providers while enjoying our support throughout the process.
Thanks to our vast network of business partners we will be able to propose to you income generating properties, ranging from studios to commercial and residential buildings in Switzerland and in various European countries.
We may also assist you in finding your main residence or a second home in Switzerland or abroad.
- Purchase of a small studio, an apartment, a building selected for you with the best possible return
- Sale of your real estate objects on a discretionary basis or through international real estate portals
- Exclusive or non-exclusive mandate
- Discretionary sales mandate
- Research mandate
DISCRETIONARY MANAGEMENT MANDATE
You delegate the day to day management of your investment portfolio, which will be handled in line with your specific investment goals, risk tolerance and time horizon.
You can choose from a selection of proven standard strategies with different risk and return profiles and currency exposure. We also offer select niche strategies as well as fully tailored mandates.
Our active advisory service is the ideal support in your investment decision process.
You remain the key decision maker for all your investments, while our experienced team focuses on the proactive identification of trading opportunities and profit taking situations.
You will find unbiased advice, based on an open architecture philosophy, on investment opportunities including traditional and innovative ideas for all asset classes.
MANDATE FOR FINANCIAL AND NON-FINANCIAL GLOBAL ASSET ALLOCATION, RISK SUPERVISION AND COST CONTROLLING
You have various portfolios with a number of different banks and would like to gain overview of the structure of your consolidated assets. Within the Supervisory Mandate, we
- conduct a detailed analysis of your consolidated assets;
- assess whether you have any overexposures to risk;
- examine whether there are any untapped opportunities;
- control, whether the terms of your investment mandate are being complied with;
- and analyse the cost efficiency of your portfolios.
Chief Executive Officer
Monica joined Atlantic Advisors Suisse SA as CEO in January 2017 and has over 20 years’ experience in the Private Banking industry. Previously Monica worked for BSI AG both in London and in Geneva as Head of Team and Country Manager until 2014 when she joined Lombard Odier. Monica has extensive experience in the field of advising international high-net-worth clients in matters related to wealth management and strategic planning. She comes from a multicultural background and is fluent in English, Spanish, Italian and French.
Nunzio di Marino
Director of Wealth Planning
Nunzio has over 7 years’ experience in wealth management and financial planning for individuals and enterprises. He has earned different financial qualifications such as the IAF Federal Diploma on Financial Planning. He has worked at Xpert Conseils for the past 6 years leading the company’s Business Development and having participated in a range of projects. In addition to his financial expertise and entrepreneurship, Nunzio is an excellent communicator and speaks fluently French, English and Italian. Nunzio joined Atlantic Advisors Suisse SA beginning of January 2017, in the position of Director of Wealth Planning.