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:
- Spain – GBS Finanzas Investcapital A.V., S.A. – regulated by the Spanish Stock Exchange Commission (CNMV)
- U.S.A. – GBS Finance LLC– regulated by the SEC.
GBS Finance offices
- Best execution – pdf
- Schedule of Maximum Fees – pdf
- Discretionary Management Contract – pdf
- Advisory contract – pdf
- Customer Protection Rules – pdf
- Complaint Form – pdf
- Transparency and customer protection – Article 9 Order ECO/734/2004.
- Annual statistics on the main execution venues (retail clients) – pdf
- Annual statistics on the main execution venues (professional clients) – pdf
- Remuneration policy – pdf