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

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Isabel Guggisberg

Group CEO

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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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TEAM

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Patricia Blasco

Management Assistant

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Nunzio di Marino

Director of Wealth Planning

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Jacques Raemy

Head of Macro & Fundamental Research

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Ashish Gianani

Portfolio Manager

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Antonio Muñoz Cariñanos

Portfolio and Risk Manager

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Nassima Douadi

Corporate Assistant