San Francisco, CA Office

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.