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

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%

Specialities

Experts in High Income – High Quality companies

Optimised Asset Allocation that reduces volatility and increases performance, coupled with modern risk management processes that continuously monitor portfolio risks.

Global Reporting

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

Thematic Investments

We offer the possibility, with a top-down investment approach to participate in long-term global trends that are shifting the world and creating a wealth of investment opportunities optimised Asset Allocation that reduces volatility and increases performance, coupled with modern risk management processes that continuously monitor portfolio risks.

Investment Trusts & Companies

Optimised Asset Allocation that reduces volatility and increases performance, coupled with modern risk management processes that continuously monitor portfolio risks.

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.

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    Every effort has been made to ensure the accuracy of the financial information herein but the information contained herein has not been independently reviewed or verified. Therefore, Atlanticomnium SA gives no assurance, express or implied, as to whether such information is accurate, true or complete and no responsibility is accepted by Atlanticomnium SA for any errors or omissions. Third-party content is the property of its respective provider or its licensor and is protected by applicable copyright law.

    Past performance is not indicative of future performance. The price of shares/units and the income from the funds/trusts can go down as well as up and may be affected by changes in rates of exchange or financial markets fluctuation, out of the scope of Atlanticomnium SA.

    To the fullest extent permitted by law, in no event shall Atlanticomnium SA or our affiliates, or any of our directors, employees, contractors, service providers or agents have any liability whatsoever to any person for any direct or indirect loss, liability, cost, claim, expense or damage of any kind, whether in contract or in tort, including negligence, or otherwise, arising out of or related to the use of the information provided.

  • PERFORMANCE