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DirectoryFinance & InsuranceFinancial ServicesLuganoATLANTINVEST SA
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ATLANTINVEST SA

Summary

About the company

ATLANTINVEST SA provides wealth and asset management and mandate services for private and institutional clients, including management of investment funds and Actively Managed Certificates, as well as portfolio analysis and monitoring. The firm is authorized by FINMA.

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Products & services

Industry:Financial Services
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Wealth management
Wealth management for private and institutional clients, with selection of equities and bonds, structured products, funds, hedge funds, thematic certificates, ABS and real estate investments.
Mandates for financial instruments
Acceptance and management of mandates related to financial instruments, with analysis and monitoring of portfolios, consolidation of data and assessments of returns and risks.
Investment fund and Actively Managed Certificate management
Services dedicated to the management of investment funds and Actively Managed Certificate, with analysis, selection and performance updates via the contents of the client portal.

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Location

Via Gerolamo Vegezzi 6
6900 Lugano
Opening hours
Mon
08:00 - 18:30
Tue
08:00 - 18:30
Wed
08:00 - 18:30
Thu
08:00 - 18:30
Fri
08:00 - 18:30
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-105.506.106
Founded
2000 · 26 years
Last commercial register change
June 6, 2024
Employees
1 to 10

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