Atlantic Financial Group - Gibraltar Investment Portfolio - PowerPoint PPT Presentation

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Atlantic Financial Group - Gibraltar Investment Portfolio

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Diversified portfolio, which holds minority interests in the share capital of unlisted European and North American companies. The investments are primarily done directly, but can at times also be done through specialised investment funds. Visit Us : – PowerPoint PPT presentation

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Title: Atlantic Financial Group - Gibraltar Investment Portfolio


1
Atlantic Capital
Gibraltar
Atlantic capital ltd is a subsidiary of atlantic
financial group. We offer investment services
including discretionary portfolio management,
advisory mandates and mandates to supervise and
manage the overall risk and costs across your
financial and non-financial assets. We have
developed sophisticated efficient investment
solutions and detailed consolidated asset
reporting, to meet the unique needs of each
client.
David Diez de Artazcoz Chief Investment Oflcer
Atlantic Capital Email david.diezdeartazcoz_at_atl
antic-capital.eu Telephone 350 200 69 521
Our strict disciplined management framework is
designed to achieve stable returns across the
various economic cycles.
2
Discretionary Portfolio Management
You delegate the day to day management of your
investment portfolio, which will be handled in
line with your specific investment goals, risk
tolerance and time horizon.
You can choose from a selection of proven
standard strategies with different risk and
return profiles and currency exposure. We also
offer select niche strategies as well as fully
tailored mandates.
3
Treasury Management
4
Atlantic Private Investments
This business enables our clients (Private and
institutional customers), prospects and partners
to invest in unlisted, tangible alternative
assets with a track record of solid returns that
are not directly linked to the financial markets.
5
Mandate for Financial and Non-Financial Global
Asset Allocation, Risk Supervision and Cost
Controlling
You have various portfolios with a number of
different banks and would like to gain overview
of the structure of your consolidated assets.
Within the supervisory mandate, we
  • Conduct a detailed analysis of your consolidated
    assets
  • Assess whether you have any overexposures to risk
  • Examine whether there are any untapped
    opportunities
  • Control, whether the terms of your investment
    mandate are being complied with
  • And analyse the cost efficiency of your
    portfolios.

6
Atlantic Business Solutions
Luxembourg, Switzerland and Gibraltar
The international regulatory environment a?ecting
our clients, their families and/Or their
businesses is always changing. At atlantic
business solutions we are specialised in
transnational asset structuring both for our
clients personal and professional assets.
7
Contact Us
Address
Unit D, The Tower, Marina Bay, P.O. Box 1389,
Gibraltar 350 200 69 514 info_at_atlantic-finan
cial.net www.atlantic-financial.net
Call Us
Email
Website
8
Thank You
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