Atlantic Financial Services has developed a unique offer of customised financial and advisory services for institutional investors, professionals in the financial sector and large private fortunes.
At the crossroads of Merchant Banking, Asset Management and Wealth Management activities, Atlantic Financial Services has developed an innovative business model - unique for an independent player - allowing it to offer a wide variety of services based on the expertise of internationally recognised specialists in various fields of business: wealth management, wealth planning, cross asset financial research, structured products advisory, merger and acquisitions, private equity transactions, fund management and real estate asset management.
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Atlantic Financial Services is managed by renowned staff with international profiles and complementary backgrounds, all of whom have held senior positions in major financial and advisory companies.
Perfectly adapted to respond to changes in our regulatory and financial environment, we offer you managed access to all international markets and investment opportunities, both listed and unlisted, thanks to our team of over 100 professionals, based in our offices in Luxembourg, Switzerland and Jersey.
Our ambition is to ensure perfect alignment of your needs with the service provided. Agile, available and responsive, we support and advise you for the long haul, with complete transparency.
While we focus on open architecture to provide you with direct access to top-quality products, we also believe in a sustainable approach to investment. To this end, we take account of impact requirements in order to support the sustainable transformation of various sectors of activity.
The protection and confidentiality of your data lie at the heart of our concerns, and our systems are regularly audited and fine-tuned in line with regulatory developments to ensure your data remains secure throughout our business processes.