Why I built this firm.
After years working as a portfolio manager within institutional and private wealth environments, I kept encountering the same problem: clients with genuinely complex cross-border lives were being served by advisors who understood one jurisdiction, one asset class, or one language — but rarely all three.
Most advisory relationships are built around a product shelf or a house view. The real complexity — the interaction between tax residency, estate structure, investment mandate, and family governance — was either addressed piecemeal or not at all. What was missing was an advisor whose mandate was the whole picture.
3i Atlas was built to fill that gap. A firm where the founding principal stays close to every engagement, where advice is never shaped by distribution agreements, and where complexity is the specialty rather than the exception.
— François Têtu, Founder & Managing Director