Wealth management
Atlantis Marcuard provides comprehensive and customized wealth management services. We bring a full range of skills to our clients, including financial planning, asset allocation, portfolio management, risk analysis and reporting. Our advisors are in constant contact with their clients, and handle all of these services for them.
Our executives have surrounded themselves with the best experts and selected the most efficient Fintech technologies.
Financial planning
Our wealth management practices rely first and foremost on an in-depth understanding of each client’s situation and objectives. With this knowledge, we build a customized financial plan that will become the foundation of their future assets.
We regularly revise this plan to ensure it keeps up with the evolving financial context as well as the wishes of our client. The advisor plays a key role in coordinating between the client and our centralized teams so that this information is duly updated.
Asset allocation
Once a financial plan is defined with a client, we recommend different options of asset allocation. These options stem from our experienced team’s analyses, as well as from the expertise of the specialist network built by the founders of Atlantis Marcuard throughout their years of experience. We also rely on the best Fintech tools available, which we update regularly, as there is constant innovation in this field.
Our complete independence allows us to offer these options in a transparent and uncompromised way.
Portfolio management
Our client’s portfolio is handled by his advisor as well as our centralized team, working with the best tools wealth management has to offer today.
We have agreements in place with large financial institutions and use standardized but secure data exchange methods.
Our clients thus have the option of remaining with their usual custodial bank, if they prefer.
Any access to information contained in the portfolio is of course subject to our client’s approval.
Risk analysis
We regularly run analyses of the financial risks for every financial plan. Whenever a client’s situation evolves, we also perform a complete review.
Risk management tools have their limits, and regulations are complex. Our in-depth knowledge of the different aspects of financial risk and risk management, allow us to navigate potential hurdles efficiently.
Reporting
Atlantis Marcuard is an independent firm that prides itself on its transparency towards its clients. We regularly communicate to our clients all relevant information concerning the assets they entrust to us. We have designed clear and concise statements that allow us to perfectly sum up each client’s financial situation and recent operations at a glance. Frequent conversations between client and advisor also ensure that clients always have a clear picture of their situation.
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
