Wealth management has been our trade for many years.
Atlantis Marcuard is born of a long tradition. Its founders have practiced different occupations within the financial sector and are recognized experts in the wealth management field. Financial technology is constantly evolving, which is why we make a point to keep up with the latest and most efficient programs. Our extensive experience, coupled with these state-of-the-art management tools, allow us to offer our clients the best and most comprehensive service possible.
Client – Advisor relationship
Direct contact is crucial to successful wealth management.
Our advisors always make themselves available to their clients, to best serve their needs. With the assistance of Atlantis Marcuard’s customer relations team, advisors take their clients’ expectations into account, counsel them and answer their queries.
The use of modern means of communication guarantees efficiency, transparency and above all confidentiality in all these exchanges.
Maintaining this privileged relationship between ourselves and our clients is, we are convinced, the only way to do successful business.
Wealth management is also cost management.
Our independence from large financial entities and use of the most efficient modern tools available allow us to significantly reduce management costs.
Our clients enjoy the best services at the best prices, which improves the profitability of their investments. Account management expenses are clearly stated in our reporting.
Security is often our clients’ main requirement. It is also ours, and it is the main criterion we use to select our data storing and communication partners. The infrastructures we rely on have received the very best quality and security certifications:
– The ISO/IEC 27001.2013 Certification is globally recognized and focuses on data security.
– The APPD Label covers personal data transfers.
– The OCPD/Good Privacy Certification recognizes quality in data protection.
Fintech is constantly evolving. New waves of innovation are exciting but also can be confusing.
Our mission in this regard is to select the best tools in the service of our clients: they have access to targeted financial information, user-friendly communication tools, and clear and transparent reporting.
Results are compared to the indexes, risks are analyzed and smart alerts allow us to react promptly to new circumstances.
Our wealth management methods combine Fintech with our team’s expertise, to meet our clients’ needs as efficiently as possible.
Atlantis Marcuard is not dependent on any financial institution.
No compromise or conflict of interest has any part in our work.
Our recommendations are stated in a transparent manner, and are solely guided by our clients’ interests.
This independence is a guarantee of transparency and honesty.
Our clients therefore have access to a full range of products from around the world, the only guiding criteria being quality and conformity to their financial plans.
We deliver a wide range of choices to maintain your freedom of movement.
Your data is protected by the most stringent safety measures.
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 | email@example.com