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Financial and Asset Transactions - Atlantic Financial

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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. Visit Us : – PowerPoint PPT presentation

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Updated: 30 December 2016
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Title: Financial and Asset Transactions - Atlantic Financial


1
ATLANTIC
A T L A N T I C
FINANCIAL GROUP
FINANCIAL GROUP
2
ATLANTIC FUND MANAGEMENT
A T L A N T I C
LUXEMBOURG AND GIBRALTAR
FINANCIAL GROUP
3
Atlantic Financial
A T L A N T I C
FINANCIAL GROUP
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.
Isabel Guggisberg Directrice Générale Atlantic
Financial Group Email isabel.guggisberg_at_atlanti
c-financial.net Téléphone 350 200 69 520
4
ATLANTIC CAPITAL
A T L A N T I C
FINANCIAL GROUP
GIBRALTAR
PHILOSOPHY
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.
GOALS
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.
5
WHO ARE WE?
A T L A N T I C
FINANCIAL GROUP
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
o?ers 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 o?ers 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 prede?ned 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
speci?c ad hoc ?nancial and asset transactions.
6
A T L A N T I C
FINANCIAL GROUP
Unit D, The Tower, Marina Bay, P.O. Box 1389,
Gibraltar T 350 200 69 514 - F 350 200 69
532
Email info_at_atlantic-financial.
net
Website http//atlantic-financial.net
7
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