Global wealth management for high net-worth clients
GBS Finance, founded in 2003 its division of Family Office, for the need of high net worth families to have a team aligned with their own 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 offices
- 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