Independent asset manager · Genève
Atlantis Marcuard
Atlantis Marcuard SA · Société anonyme
FINMA-licensed portfolio manager (FinIA)
IDE/UID CHE-208.800.040 · Supervisory organisation : AOOS · checked on 16 October 2026
IDE/UID CHE-208.800.040 · Supervisory organisation : AOOS · checked on 16 October 2026
- ASG/VSV member
Address : rue du Mont-Blanc 4, 1201 Genève
Phone : +41 22 552 38 00
Opening hours : Monday 08:30–18:00 … see all
- Minimum investment
- CHF 5 million and over
- Fee model
- mixed model
- Assets under management
- under CHF 100 million
- Languages
- English
- Founded
- 1746
- Independent
- yes
Key facts
| FINMA licence | FINMA-licensed portfolio manager (FinIA)Source : FINMA, 16 October 2026 |
|---|---|
| Supervisory organisation | AOOS – Schweizerische Aktiengesellschaft für AufsichtSource : FINMA, 16 October 2026 |
| UID number | CHE-208.800.040Source : Commercial register (Zefix) |
| Legal form | Société anonymeSource : Commercial register (Zefix) |
| Address | rue du Mont-Blanc 4, 1201 GenèveSource : Commercial register (Zefix) |
| Phone | +41 22 552 38 00Source : atlantismarcuard.com/, 17 October 2026 |
| Website | atlantismarcuard.comSource : atlantismarcuard.com/, 17 October 2026 |
| Activity (Google) | Planificateur financierSource : Google Maps, 17 October 2026 |
| Google listing | managed by the firmSource : Google Maps, 17 October 2026 |
| Minimum investment | CHF 45'000'000Source : atlantismarcuard.com/, 17 October 2026 |
| Fee model | mixed modelSource : atlantismarcuard.com/, 17 October 2026 |
| Assets under management | under CHF 100 millionSource : atlantismarcuard.com/, 17 October 2026 |
| Languages | EnglishSource : atlantismarcuard.com/our-services, 17 October 2026 |
| Founded | 1746Source : atlantismarcuard.com/about-us, 17 October 2026 |
| Non-resident clients | acceptedSource : atlantismarcuard.com/about-us, 17 October 2026 |
| Custodian banks | Morgan Stanley, Pictet, Lombard Odier, Bordier & Cie, Julius Baer, Vontobel, Swissquote, Syz Group, Intesa Sanpaolo, Banque de LuxembourgSource : atlantismarcuard.com/about-us, 17 October 2026 |
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Services
- Investment advice
- Wealth planning
- Philanthropy
- Succession
- Discretionary management
- Pension planning
- Real estate
Client types
- Families
- Athletes
Custodian banks
- Morgan Stanley
- Pictet
- Lombard Odier
- Bordier & Cie
- Julius Baer
- Vontobel
- Swissquote
- Syz Group
- Intesa Sanpaolo
- Banque de Luxembourg
Team and history
- Founded in 1746
- Associations : ASG/VSV
Purpose in the commercial register
les activités de gérant de fortune selon Art 17 cpv 1 et 19 cp 1 et 3 LEFIn qui comprennent : la gestion de fortune individuelle ou de portefeuilles individuels et le conseil en placement. La société peut effectuer toute transaction commerciale et financière, directement ou indirectement liée à son but. Elle peut faire inscrire des succursales et des filiales en Suisse et à l'étranger, ainsi qu'acquérir, détenir, gérer et vendre des immeubles, à l'exclusion de toute activité immobilière en Suisse n'ayant pas une vocation exclusivement commerciale. La société peut accorder des prêts ou tout autre forme de financement à des sociétés du même groupe, ainsi que donner des sûretés de tout genre, […]Source : Zefix
Location and opening hours
rue du Mont-Blanc 4, 1201 Genève · Open in Google Maps
| Monday | 08:30–18:00 |
|---|---|
| Tuesday | 08:30–18:00 |
| Wednesday | 08:30–18:00 |
| Thursday | 08:30–18:00 |
| Friday | 08:30–18:00 |
| Saturday | Closed |
| Sunday | Closed |
Source : Google Maps, 17 October 2026
Sources
- FINMA — list of authorised institutions (16 October 2026)
- Commercial register (Zefix)
- Google Maps listing (17 October 2026)
- atlantismarcuard.com/ (17 October 2026)
- atlantismarcuard.com/about-us (17 October 2026)
- atlantismarcuard.com/our-services (17 October 2026)
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