Atlantic International Partnership – Financial Planning (AIP Madrid)

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.