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GAM Wealth Management Platform

  • Are you a Swiss-based independent wealth manager?
  • Do you see the new regulations increasing your administrative and compliance costs significantly?
  • Are you tempted to revisit your business model in search of a transformational solution?

If so, we believe GAM offers just such a solution. Our fullservice, ‘open architecture’ platform empowers independent wealth managers to deliver superior client experiences, drive greater operational efficiency, and enhance business growth, while addressing all the regulatory requirements.

For wealth management beyond the ordinary, it pays to think beyond the obvious

Our platform offers seamless access to:

An array of leading-edge solutions and exceptional global investment talent by way of a best-of-breed ‘open architecture’ model, across multiple asset classes

Strategic and tactical global asset allocation guidance

Tailored legal, compliance and risk support delivered by acknowledged specialists

Customised portfolio management, execution desk, bespoke client reporting, risk and performance analysis

Fund Management Services including design, set-up and operating your customised fund

A range of independent, ancillary professional services working in conjunction with leading global firms through a Trusted Advisors Group

All these services are available to independent wealth managers under an entrepreneurially-focused revenue sharing agreement while retaining 100% of their business independence, together with all client and custodial relationships.

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Wealth Management

Our experience of over 35 years in managing private client portfolios enables us to focus on our clients' wealth creation and wealth preservation.

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