our Philosophy
At Atrimis, we believe that managing wealth requires more than skill. It requires conviction, clarity, and trust. Our investment philosophy is grounded in independence and a scientific, evidence-based approach. We focus on preserving and growing capital sustainably, always guided by transparency and our clients’ long-term objectives.
Independence
We act exclusively in the best interests of our clients; free from external influence or product bias.
Transparency
Open communication and full clarity in every decision form the foundation of our client relationships.
Integrity
Every action reflects our responsibility to clients and the trust they place in us.
Discipline
Our investment process follows a structured, research-driven methodology designed for consistent results.
Long-Term Perspective
We look beyond short-term market movements, building resilient portfolios that endure over generations.
Guided by experience, driven by client focus
Carole founded Atrimis in 2014 to provide independent, client-first wealth management. She combines deep analytical expertise with a passion for guiding clients through complex financial landscapes.
With a background in commodity trading, equity analysis, and private equity, Carole brings a wealth of knowledge in portfolio management, art advisory, and strategic philanthropy. Her approach is defined by discipline, transparency, and a long-term perspective.
The rhythm of markets
Carole approaches investment as an understanding of the balance between growth and preservation, expansion and resilience. By reading the cycles that govern global economies, Atrimis positions clients where long-term opportunity quietly begins.
Based in Zug, serving clients in Switzerland and internationally.
Atrimis operates with the highest standards of Swiss financial oversight. The firm is licensed by FINMA and supervised by AOOS as an asset manager and financial intermediary. This regulatory foundation ensures transparency, accountability, and the protection of client interests at every stage.
Responsibility
Responsibility defines how we think and act. Each portfolio represents a story, a lifetime of work and trust placed in our hands. Atrimis manages that trust with discipline and perspective — making decisions that serve not only today’s goals, but tomorrow’s stability.
