ABOUT us

ATLANTIC FINANCIAL GROUP

Atlantic Financial Group has developed a unique offer of customised financial and advisory services for institutional investors, professionals in the financial sector and large private fortunes.

A unique combination of skills

At the crossroads of Merchant Banking, Asset Management and Wealth Management activities, Atlantic Financial Group has developed an innovative business model - unique for an independent player - allowing it to offer a wide variety of services based on the expertise of internationally recognised specialists in various fields of business: wealth management, wealth planning, cross asset financial research, structured products advisory, merger and acquisitions, private equity transactions, fund management and real estate asset management.

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experienced and dynamic management

Atlantic Financial Group is managed by renowned staff with international profiles and complementary backgrounds, all of whom have held senior positions in major financial and advisory companies.

NICOLAS MOUSSET

Chairman
  • Co-founder of Atlantic Financial Group, Nicolas has over 25 years of international experience in the financial industry. Prior to founding the company, he held a range of managerial positions in Europe and Asia for HSBC and Société Générale, among others.
  • His experience in strategy consulting, project management, bank set-up and business development in different jurisdictions allowed him to develop in-depth knowledge and a pioneering vision for the international financial industry.
Atlantic financial group - isabel guggisberg

ISABEL GUGGISBERG

Managing Director
  • Co-founder of Atlantic Financial Group, in charge of operational supervision of activities and subsidiaries, financial administration and risk management
  • Over 20 years’ experience in private banking with major banks in Switzerland (Vontobel Zurich) and Spain (Barclays Wealth Marbella).
Atlantic financial group - Julien duniague

JULIEN DUNIAGUE

Managing Partner
  • More than 15 years’ experience in the European financial sector, specifically in structured products in Luxembourg and Switzerland with worldwide coverage.
  • Previously responsible for the global offer of Structured Products with Société Générale private banking.
  • Former CCO and member of the Executive Committee of Société Générale Private Banking Switzerland.

our Managers

business manager

JENNIFER AUBRECHT
Marketing and Communication
FABIEN AYVAZIAN
Real Estate Asset Management
GIACOMO CASALINI
Portfolio Management
YOEL CYTRON
Real Estate Asset Management
MAUD DE ROSE
Financial Regulation
FRANCK DESMEUZES
Technology
CELINE DUPRAT
Human Resources
ALEXANDRE HUEBSCHER
Asset Management
BRUNO JACQUIER
Financial Research
NICOLAS MANONI
Wealth Management
CAMILLE MARTINI
Wealth Management
ALAIN MARCUCCI
Wealth Management
JEAN-LOUIS MERCIER
Private Equity - Sustainable Agriculture
LAURENT SASSON
Structured Products
FABIO SILENO
Head Zurich & Middle East
JULIEN SUREAU
Investment Advisory
OLIVIER TANNEVEAU
Private Equity - Education

business manager

FABIEN AYVAZIAN
Real Estate Asset Management
GIACOMO CASALINI
Portfolio Management
YOEL CYTRON
Real Estate Asset Management
ALEXANDRE HUEBSCHER
Asset Management
BRUNO JACQUIER
Financial Research
NICOLAS MANONI
Wealth Management
CAMILLE MARTINI
Wealth Management
ALAIN MARCUCCI
Wealth Management
JEAN-LOUIS MERCIER
Private Equity - Sustainable Agriculture
LAURENT SASSON
Structured Products
FABIO SILENO
Head Zurich & Middle East
JULIEN SUREAU
Investment Advisory
OLIVIER TANNEVEAU
Private Equity - Education

Transversal fonctions

JENNIFER AUBRECHT
Marketing and Communication
MAUD DE ROSE
Financial Regulation
FRANCK DESMEUZES
Technology
CELINE DUPRAT
Human Resources

our commitments

Meeting your expectations and requirements is our main concern.

To fulfil this commitment, we apply, daily, strong principles based on quality, durability, and security.

The quest for excellence as our sole philosophy

Our ambition is to ensure perfect alignment of your needs with the service provided. Agile, available and responsive, we support and advise you for the long haul, with complete transparency.

Sustainable investment: our conviction

While we focus on open architecture to provide you with direct access to top-quality products, we also believe in a sustainable approach to investment. To this end, we take account of impact requirements in order to support the sustainable transformation of various sectors of activity.

Security is a top priority

The protection and confidentiality of your data lie at the heart of our concerns, and our systems are regularly audited and fine-tuned in line with regulatory developments to ensure your data remains secure throughout our business processes.