The GWM Group

The GWM Group is an independent financial asset management group

The GWM Group was founded in 2000 as a wealth manager / multi-family office. Currently, the GWM Group is focused only on European alternative investments for institutional clients, including real estate private debt, distressed credit, real estate special situations, and a merger arbitrage strategy. The GWM Group operates through its main offices in London, Luxembourg, Malta, Milan and Rome with a team of 50+ highly experienced professionals advising and/or managing client’s investments. References in this website to “GWM” or “GWM Group” are to GWM Group Holding SA and each of its affiliates.

As of June 2023, the GWM Group advises and/or manages investments of approx. USD 2.5bn in Real Estate and Hedge Funds.

Founded

2000

AUM

USD 2.5bn

Team

50+

People
Offices

5

London, Luxembourg
Malta, Milan, Rome

Philosophy

“Aligning interests” embodies the core belief that investors and businesses share a common economic goal of wealth creation and preservation. This is central to providing our clients with relevant, transparent, conflict free advice and best execution.

Mission statement

We strive to align interests with our shareholders, partners and institutional clients by empowering them with the knowledge and expertise to effectively implement and execute strategies that are in keeping with the defined values and objectives of GWM.

Values

  • Our company culture at GWM is inclusive and collaborative.
  • We have rooted values of integrity, respect, and transparency in everything we do, always aiming at achieving the highest performance.
  • We aim at ensuring that the highest level of commitment, skill, diligence, and innovation are brought into our everyday work and in all of our relationships both internally and externally.
  • We pride ourselves on delivering the highest level of qualitative and quantitative information about investment performance and management with utmost transparency to all of our clients.

As an independent financial asset management group, being entrepreneurial is at the core of our activities, by applying an innovative, change-driven, and forward-thinking approach.

We strive for excellence in everything we do.

Our Investors

The GWM Group has a geographically diversified institutional investor base that include pension funds, government agencies, funds of funds and insurance groups.

Alongside its limited partner investors, the GWM Group has built long-term relationships with top global investors in its role as operating partner and asset manager of a number of co-investment vehicles.

Environmental, Social and Governance Statement

The GWM Group acknowledges its responsibilities to contribute to a sustainable future. As such, it is our aim to ensure that we can continuously improve the environmental impact of our business as well as the impact on our community and on society at large, and that our commitment to sound and ethical business conduct is delivered.

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Our History

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2000

GWM FOUNDED AS PRIVATE WEALTH MANAGER AND MFO

2004

LAUNCH OF MULTI STRATEGY FUND OF FUNDS

2011

LAUNCH OF EUROPA PLUS / FUND I

2013

STARTED COOPERATION WITH LARGE INSTITUTIONAL INVESTORS

2015

GWM SENIOR MANAGERS ACQUIRE CONTROL

2017

LAUNCH OF EVENT DRIVEN / MERGER ARBITRAGE STRATEGY

2018

LAUNCH OF IRESS / FUND II

2020

LAUNCH OF CREDO Fund

2021

LAUNCH OF DEDICATED MERGER ARBITRAGE FUND

2022

SALE OF AREC TO ILLIMITY BANK

2023

EXPECTED LAUNCH OF REAL ESTATE SPECIAL SITUATIONS / FUND III AND THE UCITS VERSION OF THE MERGER ARBITRAGE FUND