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Services Services Overview Wealth Advisory Investment Advisory Family Office Services
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Wealth Advisory
ATF is specialized in wealth preservation and growth. A core competence is the analysis, structuring and restructuring of assets with a focus on the preservation of capital value, increase of income, control of risks and cutting of costs.
What you can expect from us
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Focus on long-term wealth preservation. |
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Independence and long-standing experience in all asset classes. |
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Profound analysis based on comprehensive market and system knowledge. |
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Growth opportunities with direct investments in Switzerland and Growth Markets. |
What we offer
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Review of your asset allocation strategy, with weighting of targets and considering risks and empirical return expectations. |
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Definition of investment strategy based on clearly defined realistic risk and return expectations. |
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Presentation of investments considering correlated, non-correlated and negative correlated asset classes. |
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Geographical diversification and hedging using selected instruments. |
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Access to growth opportunities with direct investments in private equities, debt (fixed income), real estates, hotels, wineries, forests, farms, horse breeding (dressage and racing horses), antiques, rarities, and fine art collections. |
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Execution of investment decisions: restructuring of existing assets and implementation of new investments. |
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Investment controlling, and if required, consulting and initiation of legal measures against fallible banks and asset managers. |
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Representation mandates in investment committees and supervisory boards of pension funds, insurances, foundations and institutions. |
Our partners
Arcano http://en.arcanogroup.com
Driehaus Capital Management www.driehaus.com
Kathrein Privatbank www.kathrein.at
RS Financial Services www.rsfsag.ch
Thalia www.thaliainvest.com
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