The company has a long experience in wealth management and is committed to build long-term clients relationship, based on trust and professionalism.
Our clientele is composed of High Net Worth Individuals and institutional investors, mainly based in Europe. GFG relationship with various reputable European Banks allows our clients to benefit from attractive banking conditions and facilities.
To answer clients’ personal needs, we provide them with tailor-made portfolio construction and investment solutions. Our main target is to preserve capital and deliver consistent performance.
Moreover our team assists our relationship managers with investment advice, markets analyses, trading execution, compliance and administration services.
Wealth Management core activities
Our Wealth Management services are divided into 4 core activities:
1) Personalized portfolio construction
We define an asset allocation which best suits our clients’ investment objectives and strategies.
During the portfolio construction, we take into consideration various criteria such as:
- individual financial situation
- liquidity needs
- risk tolerance
2) Funds Analysis
The company has a team of fund analysts constantly monitoring the fund’s universe. Depending on the investment guidelines of the company, they look for the best funds in each strategy. They also analyse funds based on specific requests from relationship managers, applying the same rigorous selection process.
The fund analysis process is divided in two phases:
- Our tools allow us to screen all the investment universe and evaluate the funds in term of absolute performance and risk monitoring.
- We also evaluate all the funds based on a qualitative approach taking into consideration the investment process, investment team and risk management.
3) Performance monitoring & evaluation
We provide our clients with tailor made portfolio reports, performance and risk analysis.
Portfolios are constantly analysed and rebalanced to anticipate markets movements and maintain our clients risk profile. Our tools enable us to analyse the current portfolio in order to identify the optimal investment strategy, taking into account factors such as:
- Risk tolerance evaluation & control
- Portfolio consolidation
- Currency exposure
- Performance attribution
4) Compliance services
Our compliance team assists our private clients and relationship managers in each step of the compliance procedure (Bank account opening, anti-money laundry audit, contract establishment).