Who We Are
Atlantic Swiss Private Clients is the regulated part of the Atlantic Swiss Group. We offer exclusively independent financial planning, advice and support to our wide range of clients. These include those at the top of their respective fields, as well as many at the outset of their blossoming careers. For over twenty years, we have worked closely alongside them to ensure they are supported in achieving their financial goals.
We specialise in guiding clients through all stages of their multi-faceted financial planning journeys. These areas span; investments, estate planning, property, financial protection, taxation, savings and more. At the heart of our approach are discretion and transparency, as well as a commitment to collaboration with other members of our client’s professional teams – including their accountants, lawyers, managers and assistants.
We specialise in guiding clients through all stages of their multi-faceted financial planning journeys. These areas span; investments, estate planning, property, financial protection, taxation, savings and more. At the heart of our approach are discretion and transparency, as well as a commitment to collaboration with other members of our client’s professional teams – including their accountants, lawyers, managers and assistants.
We understand that trust is paramount within Sport, Media and Entertainment. This begins with understanding the needs of each individual client, and faithfully serving these needs rather than adopting a blanket approach. Our deep industry insight allows us to anticipate challenges and opportunities, ensuring that our advice is always aligned with the unique demands of our clients' professions.
Our experienced advisers, supported by our in-house technical team, share their industry knowledge through regular reviews and recommendations. Together, they ensure every detail is considered. This teamwork allows us to offer a tailored experience for each client, with clear communication that respects individual needs. Our collaborative approach enhances service quality and builds lasting client relationships, ensuring their evolving financial goals are met with precision and care.
Areas of Expertise
Holistic Financial Planning
Atlantic Swiss Private Clients is proud to remain independently owned and managed since inception. This enables us to provide whole-of-market advice and focus on educating our clients to make informed decisions throughout their financial journeys. Depending on an individual’s circumstances, our strategic approach will involve analysing their short, medium and long-term goals and aligning these with their financial strategy.
Cash flow forecasting and ongoing management of investments and pensions are key elements of what we do, as well as working within a client’s wider team and even connecting our clients with our vast network of industry leading professionals in accountancy, law, management and tax planning.
Cash flow forecasting and ongoing management of investments and pensions are key elements of what we do, as well as working within a client’s wider team and even connecting our clients with our vast network of industry leading professionals in accountancy, law, management and tax planning.
Our services include:
Sports, Media & Entertainment
Atlantic Swiss Private Clients specialises in advising individuals and companies within Sport, Media, and Entertainment. We often work with individuals in the wealth building stage of their careers and serve as a guide throughout the ever-changing landscape of their chosen field. Since the early 2000s, we have honed our industry expertise, while growing our relationships with other established professionals to create a network that caters to the client’s financial needs.
Our advisers value understanding the intricate needs of their clients, providing bespoke advice to ensure each individual’s needs are continually met. We also recognise the nature of work in this industry is often project-led, and we have adapted our practices and knowledge to support this.
Our advisers value understanding the intricate needs of their clients, providing bespoke advice to ensure each individual’s needs are continually met. We also recognise the nature of work in this industry is often project-led, and we have adapted our practices and knowledge to support this.
Some of the industries we service include:
Entrepreneurs & Business Owners
Over the years, we have expanded our core client base to work with entrepreneurs and business owners, recognising complex planning needs as a common thread between these industries. We assist these clients in diversifying their portfolios to secure their short and long-term financial goals, as well as facilitate the growth of their businesses.
We aim to provide our entrepreneur and business owner clients with the tools and guidance needed to manage their current wealth effectively and also to plan for a financially secure future that extends beyond their current business endeavours.
We aim to provide our entrepreneur and business owner clients with the tools and guidance needed to manage their current wealth effectively and also to plan for a financially secure future that extends beyond their current business endeavours.
International Clients
Many of our clients have seen their work evolve internationally as their reach becomes increasingly global. The EU and US in particular attract individuals within Sport, Media & Entertainment, and we have a wealth of experience assisting clients who pursue opportunities in these regions of the world. The nature of navigating these financial landscapes can present challenges that we are equipped to navigate and simplify for our clients.
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