Atlas SGR, authorised by the Bank of Italy on the 20th September 2022, was created with the aim of managing FIAs dedicated to the real economy and, in particular, Small and Medium-sized businesses, Start-ups, and companies with social responsibility profiles, and, in addition, a transition towards sustainability through financial leverage.
About
PROFILE
Atlas SGR’s shareholders and governance benefit from the presence of a high standard of professionalism, a strong reliable reputation (through the holding company Aurum S.r.l.) on the one hand; and on the other hand, from the availability of capital and of being part of the the Board of Directors of IBL Banca Group.
The members of our Team offer significant experience in the financial sector; the Founders themselves have held senior positions in several high standing companies, including J.P. Morgan, Bank of America, Merril Lynch, Morgan Stanley, Société Générale, UBS.
CONTROLS AND AUDITS
Atlas SGR qualifies as an AIF manager (“AIFM”) so-called “sub-threshold”, pursuant to Article 35-undecies of the TUF and the related implementing provisions contained in Title II, Chapter I, Section VII of the Bank of Italy’s January 19, 2015 Provision (the “Regulations on Collective Asset Management” also “RGCR”), due to the amount of assets it plans to manage as well as the related characteristics in terms of redeemability.
Therefore, as long as the company’s small size and reduced complexity allow, the company avails itself of the option to outsource the control functions required by regulations, in application of the principle of proportionality.
COMPLIANCE & ANTI-MONEY LAUNDERING:
RISK MANAGEMENT:
INTERNAL AUDIT:
DATA PROTECTION:
The Company has appointed a Data Protection Officer (DPO) for privacy compliance profiles
AUDITING FIRM:
