ENHANCE THE CLIENT-ADVISOR RELATIONSHIP

We respect the value that advisors create for their clients. By allowing our advisors sufficient time and by giving them the latest tools and services, they can serve the interests of their clients to the best of their abilities. Atlantis Marcuard enhances the client-advisor relationship. The client-advisor team is the focus of our business model and this provides stability and superior service.

IMPROVED CHOICES THROUGH INDEPENDANCE

Constructing astute wealth solutions for our clients requires access to a wide selection of products, financial institutions and data. Atlantis Marcuard understands this well and seeks to continually expand its professional network so that tailor-made solutions can be crafted for the benefit of your family. Clients remunerate Atlantis Marcuard Directly and we do not accept third party fees. This makes us independent from our service and product providers – unlike many banks. This creates a direct benefit to clients as we are able to act without any conflict of interest.

OPTIMIZE COSTS AND PERFORMANCE

We live in an era where do-it-yourself models produce some cost savings for the consumer. Web banking and wealth management platforms are plentiful and greatly improve the ability to manage day-to-day banking needs. The drawback is that these platforms are time-consuming. More importantly, one also loses the ability to discuss matters with a professional advisor who understands you and your financial needs. At Atlantis Marcuard we seek cost savings without sacrificing customer satisfaction and convenience. Performance remains one of our key drivers in achieving a client’s stated goals.

BALANCING NEW TECHNOLOGY AND HUMAN CAPITAL

New Fintech tools are pushing the wealth management industry into the 21st century. Atlantis Marcuard capitalizes on this trend by staying current and selecting modern techniques that make it easier for the client to reach the financial solutions he needs. We do however keep the client relationship at the center of our architecture, and nurture the client’s trusted relationship with his advisor. No robot, no institutional firm will replace the personal advisor, who should remain the primary contact point of the client. Only he is capable of providing superior advice that can fit his client’s unique set of 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