Our philosophy

The best way to get the most out of investing is to appreciate the benefits of compounding and sustainability over the longer term. Markets rise and fall from one day to the next, and there’s always risk to be aware of, but as the years pass economies tend to keep growing.

Mandates

 discretionary mandates

  • Delegate the investment decisions concerning your assets to dedicated specialists
  • Best-possible combination of asset classes to reach your financial objectives
  • Taking advantage of Atlanti speciality of subordinated debt and investment trust companies

Advisory Mandates

  • Define your individual portfolio
  • Benefit from investment expertise advice across different markets and investment classes
  • Portfolio continuously monitored to ensure that you achieve your financial goals

Investment Mandates

  • Fixed Income
  • Conservative
  • Balanced
  • Growth

Fixed Income

Strategic Asset Allocation

  • Cash 1.0%
  • Bonds 96.0%
  • Equity 0.0%
  • Diversifiers 3.0%

Conservative Strategy

Strategic Asset Allocation

  • Cash 2.5%
  • Bonds 66.0%
  • Equity 25.5%
  • Diversifiers 6.0%

Balanced Strategy

Strategic Asset Allocation

  • Cash 2.5%
  • Bonds 49.0%
  • Equity 41.0%
  • Diversifiers 7.5%

Growth Strategy

Strategic Asset Allocation

  • Cash 2.5%
  • Bonds 33.0%
  • Equity 57.0%
  • Diversifiers 7.5%

Specialties

Experts in High Income – High Quality companies

Atlanti has a successful experience and expertise in the financial sector and niche areas. This enables us to obtain higher yields as well as capturing the capital appreciation as the bonds realize their true value.

Global Reporting

While optimising your asset allocation at a Global portfolio level, we continuously report your consolidated Wealth with an overview of total assets. Market commentary and new investment ideas are provided within our specialised global oversight.

Investment Trusts & Companies

The Investment Trusts and Investment Companies universe contains many hidden gems, often not widely covered and available at a discount to NAV providing opportunities to outperform equity indices.

Additional Services

Selection of Custodian Banks

Due to Atlanti’s partnerships with highly regarded Banks, not only do you reduce bank fees you also have the option to choose the bank that suits your investment direction.

Pre-IPO Investment Opportunities

Having relationships with Venture Capital firms provides you access to exciting opportunities and benefiting from being ahead of the crowd.

Tailor made Structured Products

Our open architecture platform allows you to build tailor made structured products while at the same time providing you the best pricing, screening in real time the conditions of dozens of top Investment Banks.

  • The Valuation date: November 18, 2024
    serieAsOFDateFKFund NameISINMTDYTDSIMTDYTDSI
    120,241,118GAM Sustainable Climate Bond fundIE000BSJBO140.00770.0534-0.02070.775.34-2.07
    220,241,118GAM Star Crdt Ops EUR InvIE00B50JD3540.00670.11020.65440.6711.0265.44
    320,241,118GAM Star Crdt Ops GBP InvIE00B510J1730.00510.09320.92880.519.3292.88
    420,241,118GAM Star Crdt Ops USD InvIE00B57693100.00230.09340.84350.239.3484.35
    520,241,118GAM Interest Trend IncIE00BYM4P9130.00390.09350.37830.399.3537.83

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