Boston, MA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Transatlantique Private Wealth LLC
Team
Firm-wide stats for Transatlantique Private Wealth LLC
About
Transatlantique Private Wealth serves primarily high‑net‑worth individuals and similar private entities, with about $879 million in regulatory AUM across roughly 400 client relationships. The firm offers discretionary and non‑discretionary portfolio management and asset allocation advice focused on cross‑border needs, including currency, debt and risk management for clients with euro‑denominated assets.
The firm’s investment process centers on tailored asset allocation plans built from a suitability profile and proprietary modeling that combines top‑down macro analysis with bottom‑up fundamental and technical research. TPW leverages affiliated research teams in Europe to inform thematic strategies, monitors sub‑advisers when used, and typically requires a $300,000 account minimum.
TPW is distinctive among its peers for its ownership and operational ties to Banque Transatlantique and the broader Crédit Mutuel group, its use of affiliated European custodians and an affiliated broker‑dealer (CIC Market Solutions) for many European trades, which it discloses may affect execution routing. The firm also notes it does not provide financial planning or tax preparation services, and it emphasizes oversight of manager selections and cross‑border implementation rather than planning or tax advisory work.
Based on Transatlantique Private Wealth LLC
Expertise
Based on Transatlantique Private Wealth LLC
Location
268 Newbury Street, 3 Fl
Boston MA 02116
Advisors at this office
2
Advisors at this office
Benjamin R
Series 65
Boston, MA
Transatlantique Private Wealth LLC
Benjamin Robinot is a Series 65-licensed advisor at Transatlantique Private Wealth LLC with eight years of industry experience. He previously worked at 360 Advisory LLC for eight years. He is a non-operating partner at Three Sixty Advisory LLP in the UK and a minority shareholder in Hong Kong-based asset management firm Orfi Capital Ltd. Transatlantique Private Wealth primarily serves high-net-worth individuals and private entities, managing approximately $879 million across 400 client relationships. The firm specializes in discretionary and non-discretionary portfolio management focused on cross-border needs, using a proprietary investment process that integrates macro analysis with fundamental and technical research.
Michael A
Series 65
Boston, MA
Transatlantique Private Wealth LLC
Michael Audrain is a financial advisor at Transatlantique Private Wealth LLC in Boston, MA, holding a Series 65 credential with seven years of industry experience. He worked at Banque Transatlantique UK for 12 years before joining his current firm in 2019. Transatlantique Private Wealth serves primarily high-net-worth individuals and similar private entities, offering discretionary and non-discretionary portfolio management with a focus on cross-border needs. The firm uses a tailored asset allocation process combining macro analysis with fundamental and technical research, supported by affiliated European research teams.
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