FAMILY OFFICE WEALTH MANAGEMENT

 

Global wealth management for high net-worth clients

 

GBS Finance founded its Family Office wealth management division in 2003, in order to cater to the needs of high net worth families and individuals, providing them with 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 in which carries out its wealth management services:

 

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
  • Best execution – 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