FAMILY OFFICE WEALTH MANAGEMENT

 

Global wealth management for high net-worth clients

 

GBS Finance, founded its Family Office wealth management division in 2003, for the needs of high net worth families to have a team aligned with their own financial and wealth management interests, following a simple, transparent and global model. GBS Finance Family Office is registered with regulators in those countries where it operates wealth management services:

  • Spain – GBS Finanzas Investcapital A.V., S.A. – regulated by the Spanish Stock Exchange Commission (CNMV)
  • EE.UU. – GBS Finance LLC– regulated by the SEC.

 

GBS Finance Family Office, Wealth Management for high net worth clients

GBS Finance offices

 

Mapa CF Placeholder
Mapa CF
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Documentation

  • Solvency report – pdf
  • MiFID Normative  – pdf
  • Schedule of Maximum Fees  – pdf
  • Discretionary Management Contract  – pdf
  • Advisory contract  – pdf
  • Customer Protection Rules  – pdf
  • Complaint Form  – pdf
  • Annual statistics on the main execution venues (retail clients) – pdf
  • Annual statistics on the main execution venues (professional clients) – pdf