Private Wealth for Public Lives.
Independent financial planning and business management for people in sport, media and entertainment, from one discreet London family office since 2001.
- Privately Owned Since 2001
- FCA Regulated Advice
- Rated 5.0 on Google
Who We Work With
For twenty-five years we have looked after people in film and television, music, theatre, sport, fashion, publishing, the arts and content creation, from their first role to their leading one.
- 25Years Looking After Careers
- 3Specialist Companies, One Front Door
- 30Advisers and Specialists
- 5.0Google Rating, Atlantic Swiss and AS Financial
The Group
Three Companies. One Family Office.
Three specialist companies share one front door on Elm Street. They talk to each other, and to your accountant, lawyer and agent, so nothing falls between them.
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Atlantic Swiss Private Clients
Exclusively Independent Financial Planning
Whole-of-market advice on investments, pensions, tax, protection and estate planning, with cash flow forecasts built around project-led income.
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Atlantic Swiss Agency
Artist Operations Management
The operations manager for your career: we map your income with your agent and accountant, and run the business side of new projects.
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AS Financial
Independent Mortgages and Protection
Whole-of-market mortgage and protection advice across more than 90 lenders and providers, rated 5.0 from 599 Google reviews.
Your home may be repossessed if you do not keep up repayments on your mortgage.
Behind the Spotlight
A Career in Four Acts
Careers in the public eye rarely run in a straight line. We plan for every act, and for the quiet spells in between.
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Act One: The First Break
The first real pay cheque. We set the foundations: tax put aside, protection in place and a plan you understand.
Private Clients
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Act Two: The Breakthrough
Bigger contracts, a company of your own and a first home. We map the income and find the mortgage.
Agency and AS Financial
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Act Three: The Leading Role
Work in the US and Europe and a growing portfolio, planned on both sides of the Atlantic.
Private Clients and Agency
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Act Four: The Legacy
Estate planning, trusts and philanthropy, so what you have built looks after the people and causes you care about.
Private Clients
Why Atlantic Swiss
Discretion Comes as Standard.
Exclusively Independent
Privately owned since 2001 and tied to no provider, so our advice answers to you alone.
Discreet by Design
The modern media landscape is hard to navigate. We protect your privacy, and your family’s.
Joined Up With Your Team
We work alongside your accountant, lawyer, agent, manager and assistant, never around them.
Both Sides of the Atlantic
Many clients work in the US and Europe. We plan the move and stay with you while you are away.
How It Starts
Starting Is Simple, and Private.
Speak in Confidence
A private call, or a meeting at Elm Street, to understand where you are and where you want to be.
Your Financial Map
With your permission, we gather the full picture from your accountant, agent and lawyer.
Your Plan and Your Team
Clear recommendations, and the right specialists from across the group.
Reviewed as Your Career Moves
Regular reviews keep the plan in step with new contracts, new places and new goals.
In Our Clients’ Words
Owning a global creative entertainment company requires an adaptable team and immediate solutions. AS is a brilliant and vibrant institution who really care about their clients.
They have given outstanding advice and have been extremely efficient. They have communicated with me throughout the process.
Brilliant service, highly recommend – excellent communication, a trustworthy and reassuring company. Very happy first time buyer. Thanks Asher!
The Company
The People Behind the Plans
Advisers, planners and specialists who stay with clients for decades. Neil has advised for more than 30 years; Alex joined in 2009 and Freddie in 2010.
With the 18 mortgage and protection advisers of AS Financial, under the same roof. Meet the AS Financial Team (opens in a new tab)
Questions
Questions Clients Ask First
Something else on your mind? Call 03706 260 250, Monday to Friday, 9am to 6pm.
Do you only work with people in entertainment?
Sport, media and entertainment are our specialism, from first roles to leading ones. We also advise entrepreneurs, business owners and international clients whose wealth is built in a similar way.
How independent is your advice?
Completely. Atlantic Swiss has been privately owned and managed since 2001, and our financial planning is whole of market, chosen for you rather than for any provider.
How do you protect my privacy?
Discretion and confidentiality sit at the heart of how we work. We understand the media landscape, and we protect your right to privacy and your family’s.
Which of your companies will I deal with?
Whichever you need. One conversation tells us whether it is financial planning, artist operations, a mortgage or all three, and we introduce the right people.
Can you help if I work in the US or Europe?
Yes. Many of our clients work internationally. We help plan a move before it happens and keep looking after you while you are abroad.
Is your advice regulated?
Atlantic Swiss Private Clients (ASFC LLP) and AS Financial Ltd are authorised and regulated by the Financial Conduct Authority. Atlantic Swiss Agency’s operations services are not regulated financial advice.
Speak in Confidence
Start With a Private Conversation.
Tell us where you are, and we will arrange a call with the right person. Everything you share stays confidential.
- 03706 260 250
- info@atlanticswiss.com
- Elm House, 10–16 Elm Street, London WC1X 0BJ
- Monday to Friday, 9am to 6pm
- FCA Regulated Advice
- Rated 5.0 on Google
