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Atlantic International Partnership – Financial Planning

Let Atlantic International Partnership provide you with the financial planning needed to reach your goals. At AIP we know just how important a good financial plan is. We understand the need for a plan which helps you to utilize all of your resources in the most effective way. Our advisers will help you to identify any potential shortcomings or excesses in your financial situation. We will show you what you need to do in developing a strategy designed to reach your financial goal.
Atlantic International Partnership, Madrid, Spain understands the importance of financial planning, we know how a good plan will serve as a solid foundation to build upon as you set off down the road to your financial future. A good financial plan will try to counter against effects of inflation and fluctuations in global markets. You want to construct a financial plan which will endeavor to produce the very best financial returns for your future plans or retirement needs. A good plan will also need to account for the rising cost of education and changes in taxation law.
Your first meeting wit AIP’s financial advisors will help you to build a financial plan designed just for you. No products or services are suggested to you. What you receive is the personalized financial information and guidance you need to get you on track to achieving those goals and aspirations that we all have.
Here at Atlantic International Partnership we appreciate that each and every individual investor is a uniquely complex person. It’s our belief in this that has led us develop a widely recognised innovative investment philosophy. At AIP we believe that our methodology can significantly increase the success of our private clients investments.
Our philosophy of investment brings together our thorough assessment of prospective investors with our advanced portfolio building programs. Altogether this allows us to provide tailor made solutions designed to deliver the right performance for each client. These AIP investor profiles allow us to provide the confidence needed between a client and their advisor, helping to make the right decisions in both the good times and the turbulent times. This leads to improved results in performance over the long-term.
Atlantic International Partnership Wealth Management
Private AIP Wealth Management, operates as a separate division of AIP.
Private AIP Wealth Management offers uniquely customized financial advice in the form of specialized investment and brokerage solutions. These services are designed for individual investors or investor entities with $30 million or more in assets freely available.

Private AIP Wealth Management is a premium service that has been developed over the last 15 years to cater for investors with significant funds who require specialized custom made financial solutions. AIP provides the level of sophisticated expertise and access to the kind of investment opportunities that are normally available for typical investment entities such as banks, pension funds, insurance companies, large corporations and governments.

Atlantic International Partnership, Madrid, Spain’s approach to private wealth management is to provide a dedicated service where we build a strong relationship with our high net worth clients. A relationship built upon mutual trust and integrity. New private wealth management clients will partake in a series of in-depth meetings with a team of senior managers, advisors and planners. All parties will undergo an comprehensive set of discussions designed to discover all aspects of a clients wealth. Factors will include shot and long term targets, the current structure of their financial portfolio and their concerns, exposure and risk tolerances.

Here at Atlantic International Partnership, Madrid, Spain we aim to deliver to all our clients a consistent level of returns on their investments. We aim to do this by applying our dedicated methods strictly to any investment process. Our processes are built around our thorough efforts into investment research and our strong focus on asset allocation according to the kind of investment profile our clients possess. Such investment profiles are determined by one of our senior advisers after a successful interview of a prospective client investor. Through these actions we are able to construct for each investor a innovative portfolio. Such a construction involves the development of an investment strategy, the appropriate asset allocation and a combination our best investment managers and our extensive portfolio of companies.

Paseo de la Castellana 95-15
(Torre Europa)
Madrid 28046
Spain

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