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.

Atlantic financial group - isabel guggisberg

ISABEL GUGGISBERG

Managing director
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  • 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

Structured products
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  • 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 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.