- Philosophy & Goals
- Our Services
- Markets & Performance Report
- The Team
We want to help our clients safeguard, manage and pass on their financial and non-financial wealth while growing it over the short, medium and long-term.
Atlantic Capital Ltd is a subsidiary of Atlantic Financial Group and offers investment services including discretionary portfolio management, advisory mandates and mandates to supervise and manage the overall risk and the cost across your financial and non-financial assets. We have developed sophisticated efficient investment solutions and a detailed asset-consolidation reporting (with client web access), to meet the unique needs of each client.
DISCRETIONARY PORTFOLIO MANAGEMENT
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.
TREASURY MANAGEMENT MANDATE
We offer professional advice for your treasury position. This includes counsel on best strategy and most efficient investment vehicles for given risk, cost and reward expectations.
We can also directly manage the company’s cash flow position, which is not required for the day to day business.
We have developed a disciplined and strict management framework in order to obtain stable returns throughout the various economic cycles. Risk control, dynamic asset allocation and the identification of tactical opportunities are key to controlled high-quality growth of your assets.
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Atlantic Capital Ltd is an investment advisory and management company registered with Gibraltar Companies House (number 706980). It has a category 3 licence issued by the local authorities and is governed by the Gibraltar Financial Services Commission (FSC). Atlantic Capital Ltd is MiFID and ICAAP compliant, and has obtained the passports in all EU countries in order to be able to offer its services locally. For further information please click on the following link.
David Diez de Artazcoz
Chief Investment Officer
David has over fifteen years’ experience in discretionary portfolio management and investment advisory for private and institutional clients (pension funds). He is specialised in putting together personalised management solutions and in using sophisticated investment vehicles. He worked at Lombard Odier & Cie for fourteen years in their Lausanne, Geneva, Amsterdam and Gibraltar offices, and for two years at Synopsis Asset Management in Lausanne. David speaks Spanish, French and English.
Head of Macro and Fundamental Research
Jacques has more than 20 years of experience in investment research and asset management for private and institutional clients. He worked as a quant and fixed-income analyst for Julius Baer in Zurich, as an asset manager for tailor-made discretionary portfolios and head of private asset management with Lombard Odier & Cie in Geneva. He was CIO and member of the executive board of ING Private Banking Switzerland prior to co-founding an independent asset management company. Jacques is responsible for the macro-financial research at Atlantic Capital and supports the investment strategy development process. He owns a masters’ degree in economics from the University of Lausanne, Switzerland.
Ashish is a Chartered MCSI from London with 16 years in financial services. He has managed private client portfolios for high net worth clients, trusts and retirement pension pots, both in the UK and in Gibraltar. After studying Maths and International Business, he joined PricewaterhouseCoopers as an Associate. Then went on to various investment advisory and management roles at ICICI Bank, ABN AMRO N.V. and Citibank in London, where he was responsible for managing USD 200 million in client assets in 2015. Ashish speaks English, Spanish and Hindi.
Antonio Muñoz Cariñanos
Antonio has earned a double bachelor’s degree in Law and Business Administration and additionally a postgraduate degree in Leadership from the University of Notre Dame. He has always been linked to the financial sector, doing internships at Lombard Odier & Cie in Gibraltar and Banco Santander in Madrid. From September 2014 to September 2015 he worked in the financial consulting department of Management Solutions, a consulting firm. Antonio has an international and multicultural profile, having lived in different countries and speaking Spanish, English and French. Antonio joined Atlantic Capital beginning of October 2015, in the position of Junior Portfolio Manager.