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GWM is an International Financial Group specialized in providing a range of Advisory and Wealth Management services to High Net Worth Individuals, Corporate & Institutional Investors.
GWM is an Independent Organization run and owned by its Partners.
GWM Headquarters are in Geneva and Luxembourg, with a presence in primary European Financial Centers and a presence in New York.


ACTIVITIES:

Wealth management & Family office services
The interest of GWM Clients are aligned with those of GWM Founders and Principals, with the goal of maximizing investment performance while preserving wealth and controlling risk.

Corporate governance & Shareholder response services
The interests of Publicly Traded Companies are aligned with the interests of investors and shareholders to achieve the goal of economic performance.

Corporate finance & Investment banking services
The Interests of GWM Clients and controlling shareholders are aligned through the support of a Professional Independent Advisor such as GWM Merchant.


GWM ASSET MANAGEMENT:

GWM provides Wealth Management & Family Office Services to Ultra High Net Worth families and individuals, sharing with them the same long term objective: maximization of their wealth;
GWM's partners and clients economic interests are aligned by a strong link between the remuneration and the investment performance;
GWM being independent provides unbiased advice seeking the optimal solution for each client's particular need, by selecting the excellence in the market place.

scientific approach to risk management;
global asset allocation through different asset classes;
multi-manager selection (based on specific expertise & investment styles);
reduce costs & maximize efficency;
tax and estate planning (generational wealth transfer);
global asset allocation (financial, real estate, art collections).


SODALI:

GWM's partners and clients economic interests are aligned by a strong link between the remuneration and the investment performance;
Within GWM Group, Sodali is an independent Consultancy specialized in offering advice and professional services to Listed Companies in Europe, Asia and developing markets, focused on aligning interest of companies, management and shareholders;
Sodali’s management team brings a wide experience on corporate governance and takeovers issues gained in delivering proxy solicitation services to over 300 public companies in the last decade;
The aim of our intervention is to pave the way for the successful management of the relations between a company and its shareholders, assisting companies in aligning their governance structures to meet their investors' expectations and when they face transactional and deal-related challenges, such as shareholder Meetings, takeovers and other extraordinary transactions, for which shareholder response is key.

shareholder meetings;
contests for control & takeover bids;
m&a transactions;
ownership analysis & profiling;
corporate governance training and director education;
general meeting & post-merger corporate governance.


GWM MERCHANT:

GWM being independent provides unbiased advice seeking the optimal solution for each client's particular need, by selecting the excellence in the market place.

GWM Merchant is an independent Advisory boutique dedicated to family-controlled companies. GWM Merchant’s aim is to help these companies develop long-term plans to growth the business and maximize performance for shareholders and owners. In addition to financial advice, GWM Merchant’s services include extraordinary transactions such as the sale of the family-owned Company, M&A, Private Equity, share issuance, debt and capital. GWM Merchant’s professional team acts as “fiduciary” to clients with the clear goal to align business, shareholders and family goals on performance and wealth management. GWM Merchant’s mission is to assist small medium enterprises in the development and extraordinary growth phase with the goal to increase the Company value and consolidation through:
Financial advisory and Management of the external growth through Aquisitions;
Business Management Consulting with regards to Financial Strategy;
Merchant Banking.

financial advisory;
management consulting;
corporate asset management;
equity;
club deal arranger;
corporate finance.


CONTACTS:

GWM, Quai des Bergues 23, CH 1201 Geneva Switzerland
info@gwmholding.com

LONDON: 12 York Gate, Regent's Park, London NW1 4QS.

LUXEMBOURG: 17 Rue Beaumont L-12 19, Luxembourg.

MADRID: 58 Josè Abascal, Madrid 28003.

MILAN: 3 Via Meravigli, Milan 20121.

NEW YORK: 17 State Street, Suite 300, New York 10004.

PARIS: 68 Rue du Faubourg, Saint-Honorè, Paris 75008.

ROME: 43 Via XXIV Maggio, Rome 00187.

STOCKHOLM: 13 Holländargatan box 3295, Stockholm SE-103 65.

AMSTERDAM: 2 Dorpsstraat, Amstelveen BV, Amsterdam 1182.

ATHENS: 161 Sygrou Avenue, Athens 17121.

TOKYO: Arche Kojimachi 2F, 1-10-13, Kojimachi, Chijoda-ku, Tokyo 102-0093.

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