The core activity of Atlas Management SA is wealth management (Gestionnaire De Fortune) and financial management for private clients and third parties, including portfolio management, trading activities and family office services.
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Industry:External Asset Management
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Managing mandates according to the investor profile, investment horizon, reference currency and preferences or restrictions regarding the investment universe.
Investment advisory
Communication of investment ideas and themes to the client, based on risk tolerance, investment horizon and specific needs.
Portfolio consolidation
Monitoring of various assets, supervision of multiple bank accounts and analysis of the performance achieved for clients.
Family Office
Services for legal structuring of assets, tax and estate planning, relocation of individuals and companies, and management of real estate assets.
Support offering for external wealth managers
Provision of a platform with discretionary management, investment advisory, custodial banks, creation and administration of companies, family office, relocation, fiduciary support and financial consolidation.
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