Investment Solutions
Discretionary Mandates
Inspired by our investment philosophy and exploiting our expertise, we have managed tailor-made portfolios for private clients since 1976, seeking high returns and with a strong focus towards capital preservation. We essentially manage discretionary mandates for qualified investors.

Portfolio Management

We provide highly personalised solutions in line with a dedicated client’s portfolio management agreement that takes into account:

  • The client’s respective risk sensitivity
  • Liquidity profile
  • Financial needs and investment objectives.

We have a dedicated middle office, an highly efficient IT system and a compliance team that ensure transparency and operational excellence.

We provide flexible and tailor-made reporting solutions.

Our professionalism, infrastructure and expertise meet the needs of High and Ultra-High Net Worth individuals 

Atlanticomnium is authorised and regulated in Switzerland by the Swiss Financial Market Supervisory Authority (“FINMA”) and in the United Kingdom by the Financial Conduct Authority (“FCA”).

Administration

  • Input of all bank advices in parallel with banks
  • Direct access to the banks information systems (e-banking)
  • Reconciliations
  • Follow-up of the banking operations and troubleshooting
  • Computerised invoicing: Management fees, DTF (Swiss Stamp Duty)…
  • Regular reconciliations between Atlanticomnium system and the various bank reports
  • Compliance Department

Compliance

  • A qualified team following regular training and concerned about strict respect about Swiss and KYC laws and rules
  • Follow-up and updating of LBA central registry: full documentation of clients files (identification forms, passport copies, economic background, company documentation, etc.)
  • Annual reporting to OAR-G and external audit
  • Opening and updating bank accounts on the KYC side
  • Audit of transactions and checking economic background
  • Company documents: follow up and updating with corporate service providers
  • Moving and closing bank accounts when necessary

 

Client Service: Tarek Hembert

Portfolio Management: Anthony and Patrick Smouha

Compliance Officer: Marie-Dominique Genoud-Prachex

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Call us on +44 207 917 24 48 to speak with a member of the team; alternatively you can use the form below to send us an email. For details on how to find us please visit the Contact Us page.

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