A specialised Swiss financial boutique providing institutional-grade access to private markets, real estate, digital assets, and traditional investment strategies — tailored to the most discerning investors.
"Precision, integrity, and innovation — the cornerstones of sound investment advisory."
Founded in 2018 and headquartered in Egg bei Zürich, Atlas Capital Advisors AG has evolved from a traditional financial advisory practice into a highly specialised boutique focused on the most dynamic segments of the investment landscape.
We serve institutional investors, professional clients, family offices, and external asset managers who demand more than conventional solutions — clients who seek rigorous due diligence, bespoke strategy, and a partner with the depth of experience to navigate complex, evolving markets.
Our team brings together decades of senior-level experience across private banking, wealth management, private markets, and digital assets — combining global expertise with the precision and discretion synonymous with the Swiss financial tradition.
We are committed to providing our clients with the highest level of service and expertise in alternative and digital asset investments — delivering innovative, bespoke solutions that open new frontiers of opportunity.
We provide curated access to private equity and niche private debt strategies, carefully selected for institutional investors seeking superior risk-adjusted returns beyond the public markets. Our distribution network spans leading managers across Europe and Latin America.
From core to value-add and opportunistic real estate, we offer institutional clients access to carefully vetted investment solutions. We work closely with clients to identify opportunities aligned with their risk profile, liquidity requirements, and return objectives.
Our research-driven approach to traditional markets supports institutional investors in navigating equities, fixed income, and multi-asset strategies with clarity and conviction. We complement our alternative offering with rigorous analysis of conventional asset classes.
We provide access to institutional-grade blockchain and digital asset investment strategies managed by a firm with over seven years of experience and recognised with multiple industry awards — bridging innovation and institutional rigour to capture opportunities in this evolving asset class.
Our goal is to help investors navigate these evolving markets and unlock new opportunities for growth. Contact us today to learn how we can help your business thrive.
Get in TouchOur leadership team combines decades of senior experience across private banking, wealth management, institutional distribution, and digital finance — uniting global perspectives with Swiss precision.
A seasoned executive with over 25 years of experience in Private Banking and Wealth Management, having held leadership roles at Julius Baer, Credit Suisse, and Lloyds TSB. Daniel leads business development and strategy across Latin America, the U.S., and Europe, specialising in independent financial advisory, wealth management solutions, and regulatory compliance. He holds a B.A. from Saint Louis University (MO, USA) and has completed the FinTech Programme at Oxford Saïd Business School.
A skilled finance executive with significant leadership roles at Atlas Capital Advisors, Crèdit Andorrà Financial Group, Credit Suisse, and AXA-Winterthur. His expertise spans financial management, operational risk, reinsurance, and regulatory compliance. Holds an Executive Master's in Corporate Finance from the Institute for Financial Services Zug and a FinTech certificate from the University of Oxford. Fluent in German, Spanish, English, and Italian.
A seasoned executive with over two decades in business development and relationship management, with a deep network across Swiss external asset managers, family offices, and institutional investors. Senior roles at LGT Bank, Credit Suisse, and SIX Swiss Exchange/Deutsche Börse. Holds an MBA-equivalent from the University of Zurich and the Certified Wealth Management Advisor and Certified Crypto Finance Expert designations. Fluent in German, Italian, English, and French.