“Strategic wealth management demands a highly innovative and sophisticated global approach. Our mission is to help families of significant means preserve and enhance their wealth over generations while supporting their decisions and respecting their values and principles”.
Strives to align interests with our family partners in Europe, the Middle East and Asia.
Goals and Objectives
GWM Group’s primary objective is to empower family members with the knowledge, expertise and tools to achieve their aspirations, helping them securing the financial security and well being of future generations.
To provide unbiased advice and identify product and service providers that best address the unique circumstance of each of our family partners. We endeavors to ensure that the highest level of personal commitment, skill, diligence, and innovation are brought into every relationship to achieve the best risk adjusted returns and results.
GWM Wealth managment provides a full range of advice and services relating to asset allocation, manager selection, monitoring, consolidation & reporting, trust & estate planning, legacy protection, family governance, legal services, fiduciary services, tax structuring, insurance, property, philanthropy, education and corporate governance. Each of the above is provided on a modular basis, tailored for each client.
GWM Group operating philosophy and values has attracted a team of like-minded professionals who share a passion to provide the highest level of personal service combined with the technical expertise necessary to provide relevant advice. Each member of the GWM Group team has held senior investment, corporate and client relationship roles with premier global financial institutions.
- Portfolio Managment
- Risk Assessment & Optimization
- Asset Allocation & Manager Selection
- Cash Management & Custody Services
- Tax, Legal Compliance & Real Estate Advisory Services
- Portfolio Monitoring & Performance Analysis
- Family Governance
- Trust & Estate Planning & Legacy Protection
- Portfolio Consolidation & Analytics