Global wealth management for high net-worth clients

Our values are:

  • Specialization
  • Transparency
  • Personalized Service
  • Long-term relationship
  • Confidentiality

In 2003, GBS Finance created its Family Office division, offering services of management and advisory to high net- worth clients.

The business model of GBS Finance Family Office is clear, simple, transparent and global. Fundamentally, its aim is to preserve capital and to optimize the structure of the investment portfolios of its clients, regardless of the institutions in which their investments are deposited. GBS Finance is registered with regulators in those countries where it operates:

  • Spain – GBS Finance Investcapital A.V., S.A. – regulated by the Spanish Stock Exchange Comission (CNMV), and registered as "Empresas de Servicios de Inversión" (number 232)
  • U.S.A. – GBS Finance LLC – regulated by the SEC

The main characteristics of our services are:

OPEN ARCHITECTURE: Our "100% open architecture" enables us to have a broader view and optimize the profitability of the investment portfolio. We have full access to any institution in its sector, allowing us to work with the best managers without conflicts of interest.

WITHOUT ANY DEPOSITARY RISK: GBS Finance does not offer depositary services among its activities. This means that the client will continue to have its funds deposited at the bank of her/his choice and continue to receive all the information of those entities. GBS Finance will be her/his interlocutor, offering them a comfortable and unified management with a global reach.

EFFICIENCY: GBS Finance consolidates all information regarding investments and compiles a tailor-made report for each client. This full and clear vision of each portfolio is the basis to control profitability, optimize the portfolio, and better monitor the risk.

COST CONTROL: Our goal is to reduce costs to a minimum. The client is the only person who will pay us our fee. Any savings or rebates obtained from the product providers or custodians, are returned in full to our clients. This scheme breaks with the conflict of interest that banks and other financial institutions have of receiving commissions based on products or rotation of the portfolio.

Customer Service

Clients can contact the following email address -Info GBS Finance- or via phone: (+34) 91 436 44 51

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