Services

OUR SERVICES

GWM's provides in-house discretionary and advisory services on investments, taking into account our clients risk profiles and requirements. Whilst our core expertise lies in investing our clients capital, with our extensive network, we also provide assistance in finding appropriate solutions with expert financial service providers (i.e. custodians, accountants, tax and immigration specialists, lawyers, fiduciaries). Whether this be for succession planning, tax planning, family relocation or for investment purposes, GWM is here to help you with your financial needs.

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GWM INFORMATION BROCHURE

Navigating an ever-changing investment landscape

With our core skills steeped in investing clients money, our aim is simply to keep our clients wealth preserved whilst navigating the changing landscape. Whether you have just created your wealth or are now enjoying it...

Pursuing International business opportunities

Whether you are being assigned internationally by your company or if you are pursuing an opportunity abroad, you need help to scrutinise all the financial implications and setting up infrastructure. Whilst the opportunities are...

Executing a succession plan in my lifetime

Your children are growing older and you worry about their prospects. Could you give a significant portion of their inheritance now seeing as you have sufficient means for yourself or should you wait?

Ensuring that I can provide for my (future) family

It’s never too early or too late to consider how you can provide a good and stable life for your family. Whether you are considering starting a family or are already there, you would like to understand how well you are positioned...

Making an informed decision about whether to relocate

You may have been lucky enough to have amassed several properties in different jurisdictions; maybe a home in a sunny corner of Europe, a chalet in the mountains and an apartment...

Making the most of my inheritance

Your parents have left you a sizeable inheritance. While you appreciate their gift, you would also like to make the most of it. Your priorities include securing the future of your loved ones, buying a home and preparing...

Buying my dream home

As your business is doing very well, and your finances are in order, you have created a nice pot of funds and you need a home that reflects the hard work required to get to this position. One of your highest priorities will always be...