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Financial Research

A cornerstone of Atlantic, all of our research is carried out in-house by our own team and we offer this to our fellow Atlantic businesses and to other asset managers who value our unique perspective. For Atlantic investors this means they can be sure that the analysis behind our investment decisions is completely aligned with the Atlantic philosophy and always looks beyond the limits of conventional research. For other professional investors who choose Atlantic as a research partner, our approach offers different levels of engagement and always delivers the focused, relevant insights and data they need to inform high quality investment decisions.

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NEW IDEAS FOR YOUR INVESTMENTS

Our approach to private equity focuses on the twin goals of creating value for our clients and having a positive social and environmental impact. This unique and deeply personal lens on private equity takes in investment opportunities in key areas such as education and sustainable agriculture, as well as club deals and the selection of third-party funds.

Our private equity investment all provide complete transparency and track an investment’s development at every step. We believe that good corporate governanceis vital not just for society, but as a way of creating long-term business value too.

From investing in entrepreneurial businesses to opportunities in club deals and third-part private equity funds – every opportunity we offer has been looked at through our unique, long-term lens to ensure it can create the opportunity to invest without limits.

A client-focused APPROACH

Our dedicate team are focused on finding, assessing and managing structured products for both private andinstitutional clients. Technically expert and driven to compete, we manage structured products for the lifetime of our clients ownership, looking far beyond the initial sale. This unusually long-term view is in contrast to many of our competitors and a distinct advantage to our clients.

Structured products are technical and complex, but we don’t believe that this complexity should limit your ability to invest if the opportunity is right. Our combination of specialist expertise and client-focused approachdeliver a unique mix of investment banking and wealth management – the best of both worlds. Good service and the human touch are part of our strong wealth management heritage, but we never let tradition hold us back.

Technology is a vital part the success of our approach to structured products. We see the manual tools used by many as simply barriers to good client service. Our automated in-house platform delivers transparency at the click of a button allowing our team to focus on you.

NEW IDEAS FOR YOUR INVESTMENTS

Our research team looks beyond the limits of stock analysis to measure and assess a whole world of investment opportunities. Intensely technical in our approach, we are obsessed with translating the technicalities we love, into clear and transparent understanding, reasoning and facts.


Our investment insights always look beyond the limits. One way that we are able to provide this far-reaching view is our decision to allow our research team the freedom to look as hard and as far at a subject as they believe is right for each individual client. Always agile – we can move quickly and decisively to deliver very timely information.


Independence from the other companies in the Atlantic group makes a big difference to our approach and the quality of our insights too.  We are free to focus on good, independent research. Our relationship with our Atlantic colleagues means we are quick to understand and act, but we are never dependent on them for our own success.


Because we always look at things from a different angle, our view adds new perspectives and possibilities. Many of our team regularly advise the investment committees of other investment businesses. We give them the specialist insights they need, and our clients the confidence that our research is used by some of the biggest names in the investment world. This ability to integrate well brings real value to our clients when we work with their own research teams and add new skills and thinking.


Our bespoke research model focuses on the 24 months ahead at any given time. Looking this far into the future does create challenges and we sometimes have to adjust our thinking and forecasts. But our unusually long view, along with our broad approach give clients a distinct advantage. This broad approach – fuelled by research that looks far beyond stocks and shares takes in the real economy, and every opportunity that you have to invest with Atlantic.

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Financial research

  • Customised research
  • Customised white label research
  • Advice and involvement in your investment committee