Bespoke Strategies, Trusted Advisory, Enduring Prosperity
Bespoke Strategies
Trusted Advisory
Enduring Prosperity
Ateris Capital is a premier multi-family office offering bespoke financial and investment solutions to distinguished first and second-generation entrepreneurs. Based in Geneva, we are uniquely positioned to cater to the needs of this ambitious demographic by providing boutique wealth management services that integrate their entrepreneurial spirit into our approach to wealth preservation and growth. We are committed to creating balanced and diversified portfolios that mirror each client’s unique financial goals, risk tolerance and personal values.
Our firm’s ethos is built around a commitment to integrity, confidentiality and an unwavering dedication to our clients’ long-term financial success. Our unbiased and independent advice is free from any conflicts of interest, ensuring that our clients’ well-being are always at the heart of what we do.
At Ateris Capital, we understand that wealth is more than just an end in itself. It is a tool for achieving stability, security and a means to create opportunities and legacies for generations to come. Our comprehensive services encompass portfolio management, estate planning, tax strategy, philanthropic endeavours and more. We aim to guide our clients through the intricacies of wealth management, safeguarding their assets and helping them navigate complex financial landscapes with confidence and clarity.
In choosing Ateris Capital, you’re not merely selecting an asset manager; you’re forming a partnership with a trusted advisor and a steadfast ally in wealth management. Our door is always open, our ears always inclined to your aspirations. Welcome to Ateris Capital, where your financial journey is our shared success.
Our Pledge
At Ateris Capital, our pledge to you is a commitment of unwavering dedication, integrity and discretion. We act as trusted stewards of your wealth, applying our expertise and meticulous attention to detail in every decision we make on your behalf.
Your unique needs, goals and future aspirations are at the heart of everything we do. We take the time to understand your financial landscape and personal vision, devising bespoke strategies tailored to your specific requirements. Our solutions are designed to safeguard your wealth while catalysing its growth in alignment with your entrepreneurial spirit and risk tolerance.
We believe in the power of clear, honest communication. We are committed to maintaining transparency in all our practices, and our clients can expect complete visibility into their investments and decision-making processes. We ensure our clients always have the information they need to feel confident about the trajectory of their wealth.
The financial landscape is hyper-evolving, and our approach is designed to adapt accordingly. We pride ourselves on constantly staying on the cutting edge of market trends, regulatory changes and innovative strategies.
We’re here for your tomorrow, your children’s tomorrow and generations to come. Our long-term perspective means that we consistently plan for the future, prioritising sustainable growth and the seamless transference of intergenerational wealth.
Our clients’ privacy is of the utmost importance to us. We pledge to maintain the highest level of confidentiality and data security standards in the industry. You can rest assured that your personal and financial information is well-protected within our care.
How We Help
We place our clients’ financial objectives at the centre of our wealth management approach, constructing personalised portfolios that reflects each individual and family’s risk appetite and financial aspirations. We leverage a diverse range of asset classes, from equities and private equity to venture capital, property and credit. Our goal is to create an optimal balance of assets that safeguards your wealth while capitalising on attractive market opportunities.
Our investment advisory team is equipped to guide clients across the full spectrum of investment opportunities. Ateris Capital investment consultants work tirelessly to research, assess and suggest investment options that reflects each client’s long-term strategy. We focus on ensuring you understand each investment’s implications, providing the detailed insights needed to make informed decisions confidently.
Ateris Capital recognises the importance of a well-diversified portfolio in mitigating market volatility and systemic risk. To this end, our team devises integrated diversification strategies that ensure your investments are well-balanced across different asset classes and sectors. Our continuous market monitoring enables us to recalibrate your portfolio in response to emerging trends and opportunities, optimising potential returns while mitigating against potential downturns.
Diversifying your wealth into real estate can be a rewarding investment strategy. Our experienced real estate team helps identify promising opportunities in domestic and international markets, guiding you through each phase of the property investment journey. We strive to ensure you capitalise on the potential for steady returns and significant capital appreciation inherent in the property market.
We offer guidance on uncorrelated investment strategies for clients seeking diversification beyond traditional markets. These involve alternative assets, commodities and currencies, providing potential returns that do not hinge on the general economic climate. Through this service, we offer an additional layer of protection for your wealth, ensuring your portfolio remains resilient in the face of market unpredictability.
If your vision encompasses leaving a positive social impact, our team can advise on philanthropic strategies that resonate with your worldview and goals. We guide clients in identifying and pursuing value-aligned causes, setting up charitable trusts or foundations and establishing a framework for measuring the impact of their philanthropic efforts. With Ateris Capital, your desire to give back becomes a seamless part of your wealth management strategy.
Our tax professionals are adept at navigating the complexities of domestic and international tax legislation. We offer strategic guidance on tax-efficient structures and plan ahead to optimise your financial situation. Beyond tax efficiency, we ensure that all recommended strategies adhere to the latest tax regulations to guarantee absolute compliance while lending peace of mind.
Connect
Contact Ateris Capital to learn more about our family office strategies. We look forward to hearing from you.