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DirectoryFinance & InsuranceExternal Asset ManagementGenevaAtlantia Wealth Management SA
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Atlantia Wealth Management SA

Summary

About the company

The core activity of Atlantia Wealth Management is independent wealth advisory and management services for private clients and institutions. They offer services such as discretionary wealth management, consulting and operational efficiency enhancement to provide their clients with secure and efficient wealth management.

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Products & services

Industry:External Asset Management
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✓ Offered5
Advisory
Investment strategy design for each client, tailored asset selection, analysis of options and a global, open and independent perspective.
Discretionary management
Delegated investment management based on the client’s risk profile, goals and restrictions, with portfolio monitoring and long-term implementation.
Wealth planning
Wealth planning and asset management access through international firms, identifying alternatives for each case and arranging suitable providers.
Tailored-made solutions
Fully personalized service adapted to the specific needs of each family unit, with individualized solutions for private wealth situations.
Financial consolidation software
Portfolio consolidation tool that combines multiple bank accounts into a single portfolio statement for clients working with several custodians.
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Location

Rue de la Croix-d'Or 3
1204 Geneva

At a glance

Legal form
Corporation
UID
CHE-477.692.469
Founded
2021 · 5 years
Last commercial register change
May 8, 2026
Employees
11 to 20

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