AFP currently offers distribution services through the following firms:

Plus a number of several institutions and family offices based in Latin America.

Our first client, one of the premier asset management companies in Switzerland.

This relationship began in April 2005, with the initial launch on the Merrill Lynch offshore platform in August of that year.  AFP was responsible for introducing this client to Merrill Lynch, organizing, managing and participating in the initial rollout, as well as, the ongoing wholesale functions, which includes regular visits to the Merrill Lynch offices on a global basis. 

In addition, AFP works closely with this client in managing the head office relationship, providing the proactive and reactive sales support.   The next step with this partnership will be to develop other distribution channels.  

Overview

Results

      We would like to express our gratitude and appreciation for the excellent job Atlantic Financial Partners have done and continue doing in the representation of Julius Baer Investment Products and our interest with the Merrill Lynch Private Client Group channel.”

1. •Mercantil Commercebank
   

2. •Morgan Stanley Smith Barney
   

3. •Oppenheimer
   

4. •UBS International
   

5. •Wells Fargo Advisors

1. •Banco Itau
   

2. •Bank of America Merrill Lynch
   

3. •BBVA
   

4. •Citibank International Personal Bank
   

5. •Credit Suisse