Cross-border Expertise, Availability, Transparency and Discretion

Brochure

Our Team and our network of Business Partners benefit from decades of experience and vast knowledge in international wealth management, specialising in the understanding of complex international legal frameworks and regulations.

Atlantic Financial Group offers its clients a tailored service built around protection of their personal interests.

On the basis of predefined family governance rules, we provide long-term support and assistance to our clients with the management, structuring and passing on of their assets, as well as with specific, ad hoc financial and asset transactions.

Our ability to act effectively both locally and internationally is programmed in our DNA. At Atlantic Financial Group, we are able to consolidate financial information, identify the most suitable service providers, coordinate and supervise transactions and ultimately streamline costs.

From identifying requirements to implementing solutions, we help our clients to outline the best solutions and we pay specific attention to their cost/benefit ratio: clients opt for the alternative that best suits them and Atlantic Financial Group delivers a turnkey solution.

The activities we have developed, although relatively diverse in terms of expertise, are nevertheless often complementary in order to provide a holistic response to our clients’ overall needs.

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Introducing our Team

MANAGEMENT OF ATLANTIC FINANCIAL GROUP

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Isabel Guggisberg

CEO

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Julien Duniague

Commercial Director

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David Diez de Artazcoz

Chief Investment Officer

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Monica Brebner

CEO Switzerland Office

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Lionel Coupé

Head of Wealth Structuring Services

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Clotilde Briquet

Head of Legal and Compliance

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Companies of the Group

Atlantic Capital Ltd

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Isabel Guggisberg

CEO

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David Diez de Artazcoz

CIO

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Clotilde Briquet

Compliance Officer

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Ashish Gianani

Portfolio and Client Relationship Manager

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Antonio Muñoz Cariñanos

Portfolio and Risk Manager

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Patricia Blasco

Management Assistant

Atlantic Advisors Suisse SA

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Monica Brebner

CEO

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Julien Duniague

Commercial Director

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Bruno Jacquier

Head of Research

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Ronan de Turckheim

Client Relationship Manager

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Nunzio di Marino

Director of Financial Planning

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Frédéric Vivien

Senior Relationship Manager

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Nassima Douadi

Corporate Assistant

Atlantic Derivatives SA

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Julien Duniague

CEO

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Thibault Van der Schueren

Investment Specialist

Atlantic Business Solutions Ltd

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Lionel Coupé

CEO

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Nunzio di Marino

Director of Wealth Planning