This site uses cookies

To give you the best possible experience, the GAM website uses cookies. You can read full information of our cookie use here. Your privacy is important to us and we encourage you to read our privacy policy here.

OK

Private Clients and Charities

Contact us

About us

Our experience of over 30 years in managing private client portfolios enables us to focus on not only our clients' wealth creation, but also on their wealth preservation. 

Read through our brochure below for an insight into our clients and the services we offer them.

GAMFolio

GAMfolio gives clients online access to their individual account information.

Private Clients

During periods of market volatility, investors and their advisers focus not only on capital appreciation but also capital preservation for clients.

Our experience of over 30 years in managing private client portfolios enables us to focus on our clients' wealth creation and wealth preservation. Our aim is to make our clients' investment lives relatively simple whilst allowing them access to some of the most sophisticated and contemporary investment capabilities globally, through our in-house investment teams and externally through our chosen external specialist fund managers.

GAM has always believed that portfolio management organisations should be neither bankers nor brokers, but independent owner operated professional entities, such as GAM is today.

We create fully diversified portfolios that combine GAM’s expertise in asset allocation, fund manager research and active investment management. We then scale these portfolios to various risk levels to offer clients the most suitable investment products
Charles Hepworth, Investment Director.
Viewpoint - Q2 2021

GAM's quarterly insight: interviews, discussions, profiles and more.

Managed Fund Service

GAM's unitised risk targeted fund range.

Segregated Portfolio Solutions

GAM's sample segregated multi-asset investment portfolios .

TO VIEW LOCAL PRODUCTS AND SERVICES

Select your country

Quarterly Manager Videos

GAM’s managers discuss the major events of the last quarter, the impact on their respective asset class and their outlook for the forthcoming quarter.

Watch here

INVESTMENT BLOG

Blog
Stimulus narrative set to continue
Monday, June 07, 2021

The US non-farm employment report released on 4 June had the potential for posing a bit of a quandary for short-term market direction.

Blog
UK economic data reveals growth is moving faster than expected
Wednesday, May 12, 2021

Wednesday 12 May has been a big day for getting a sense of direction of the fortunes for the UK economy with no less than eight separate macro indicators released this morning from GDP and manufacturing and industrial production to business investment and trade balances.

Blog
Markets react to big US jobs miss
Friday, May 07, 2021

What a difference a year makes with an effective vaccine rollout. This time last year US non-farm payrolls recorded its largest ever decline on record with over 20 million dropping out of the workforce in the month of April 2020 as the economy ground to a sudden stop.

GAM EVENTS

Looking for interactive fund and market updates from GAM? Register for our upcoming virtual events.
Share the latest thoughts of our investment experts and access our extensive library of on demand webcasts.

Register here

Thought Leadership

Investment Opinions

6 min read

Digital luxury: The revolution will be tokenised
11 June 2021

Swetha Ramachandran, Investment Manager, Luxury Brands, lifts the lid on the fascinating world of digital luxury. As the expansion of the ‘metaverse’ blurs the boundaries between the physical and the virtual, investment opportunities are being created.

Investment Opinions

5 min read

Maximising global M&A developments
09 June 2021

GAM Investments’ Roberto Bottoli discusses a resurgent and increasingly competitive merger and acquisition (M&A) market and examines potential arbitrage opportunities related to special purpose acquisition companies (SPACs).

Weekly Manager Views

3 min read

Weekly Manager Views: Fixed Income
04 June 2021

At GAM Investments’ latest Fixed Income Meeting, held on 1 June, our managers shared their thoughts on inflation and discussed the recent strength of emerging market currencies.

Resources

Private Clients Overview

Responsible Investment Policy

Charities

GAM has been managing investments for charities, foundations and philanthropic trusts since 1988. We specialise in managing discretionary multi-asset portfolios, designed to address the unique requirements of each individual client.

We will work with you to build a high-quality, dynamic investment portfolio, based on an active approach to asset allocation and access to some of the world's most talented fund managers.

We aim to deliver consistent, superior returns, clear communication and attentive client service. We don’t run a common investment fund; instead, we build bespoke, multi-asset portfolios using the traditional asset classes of equities, bonds and property. Our focus for charities is on transparency, liquidity and value for money.

Ensuring the appropriate mix of investments

We believe that the best way to achieve the optimum investment returns for our charities over time is to diversify investment portfolios across a range of different asset classes. We are convinced that it is not possible to pick consistently, and with absolute certainty, the winning asset class year on year; a diversified approach is crucial to producing consistent long-term returns.

There are two aspects to arriving at the most appropriate balance of investments (or ‘asset allocation’) for long-term charity funds. One is strategic, the other is tactical.

The correct strategic mix is rooted in the circumstances of the charity and will be reflected in the composite benchmark. This is the combination of assets most likely to product the optimal result for the charity in ‘normal’ market conditions over the long-term.

By contrast, the tactical mix will be the combination of asset classes that is most likely to make the most of prevailing market conditions in the shorter-term. Within the constraints granted by the trustees at the outset of the relationship, we will flex the asset allocation in your portfolio in accordance with our macroeconomic views and outlook for each asset class.

Securing access to the best ideas within each asset class

Optimal results hinge on access to – and investment in – the best securities in each area. We construct portfolios using active fund managers in each region or sector, those whom we have identified as the most talented stock pickers in their field.

Our dedicated Manager Research Team is vital to our ability to identify the most talented fund managers from around the world. The Team subjects every potential manager to an in-depth evaluation, examining their investment strategies and quantitative characteristics in order to provide a well-supported, documented investment thesis for manager selection and on-going monitoring.

With more than 30 years’ experience researching managers and approximately 40 staff, GAM has one of the largest, best equipped manager research capabilities available in Europe.

Where we are unable to identify the right manager for a given sector or geography, we will buy passive index funds, or ETFs, as a low-cost alternative.

Due Diligence

Risk management is threaded through every stage of our investment process, and nowhere is this more important than for our charities.

Our dedicated Operational Due Diligence Team monitors and reviews every manager we seek to appoint, producing an in-depth report on each and every one, prior to its inclusion in a portfolio. The report is a rigorous analysis of fund documentation, operations and the strength of key service providers (such as administrators), with a focus on identifying potential sources of operational risk right across the food chain. Once invested, our Team continues to measure, monitor and assess the funds personnel and performance to ensure that they remain suitable.

Finally, our operations and back office infrastructure work alongside to ensure efficient administration of portfolios and their investments.

Private Clients and Charities team