Client – Advisor Relationship
Atlantis Marcuard advisors are exclusively dedicated to their relationships with their clients. They have the best Fintech tools at their fingertips, and administrative tasks are handled by our centralized teams.
Using the latest communications guarantees efficiency, transparency and utmost confidentiality in all discussions. Our advisors make every effort to fulfill their clients’ expectations. Backed up by our customer relations service, they examine needs, give counsel and answer their clients’ queries.
Transparency and independence
Transparency, independence, respect, and ethics: these are the foundations of a quality long-term relationship. With that in mind, Atlantis Marcuard guarantees total transparency regarding portfolio structure, risk management, results and expenses.
Our advisors’ autonomy allows them to offer solutions tailored to their clients’ needs and expectations. With no link connecting Atlantis Marcuard to any large financial entities, compromises or conflicts of interest have no place in the choices and suggestions we offer. We function in an open architecture, which allows our clients to have access to all markets and all high quality financial products available on the global stage.
Cost management
Wealth management also means managing costs. Tight management of our organization, an optimal strategic policy, and an open architecture allow our clients to enjoy quality service at the best prices.
Not being a bank, Atlantis Marcuard externalizes its operations, which eliminates hidden expenses.
Our open architecture policy brings a better performance on invested assets.
We’ve made the choice of outsourcing technology, which allows us to keep up with innovation at minimum cost.
New technologies
Fintech is creating a digital revolution in wealth management. This new technological era is increasing clients’ expectations as well as their needs, and advisors must react with ever greater speed.
Atlantis Marcuard’s mission in this field is to hand-pick the best available tools for our clients. Today, rapid decision making is paramount with regards to markets and portfolio, and clients must have access to the most comprehensive information possible at any given time.
Atlantis Marcuard has organized itself to meet these challenges better than any conventional private bank.
Security
Security is among our top priorities, and the primary criteria we use to select our suppliers in data storage and communication. These suppliers hold the highest security and quality certifications:
– The ISO/IEC 27001.2013 certification, globally acknowledged, rewards data security.
– The APPD label recognizes quality in personal data exchanges.
– The OCPF/Good Privacy certification is given for excellence in data protection.
As for data storage, we have reinforced security with a back-up procedure located in two different areas in Switzerland, more than 50 km apart.
Easy implementation
Clients have the possibility to keep their usual custodian bank.
Technological competence and access to the best management tools allow us to ensure quality service to our clients, whatever their custodian bank.
Thus, implementation of our services for new clients is painless and almost instantaneous.
However, if the need arises, we are fully capable of advising our clients in the selection of a new custodian bank, better suited to their needs.
Independence
We deliver a wide range of choices to maintain your freedom of movement.
Security
Your data is protected by the most stringent safety measures.
Family
Our goal: to serve your interests and the interests of your family.
Atlantis Marcuard Ltd. – 4 Rue du Mont Blanc – 1201 Geneva – Switzerland | Tel.: +41 22 552 38 00 | services@atlantismarcuard.com
