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


  • Best execution – pdf
  • Conflict of Interest Policy – pdf
  • Schedule of Maximum Fees  – pdf
  • Pre-contractual File Discretionary Portfolio Manag. – pdf
  • Discretionary Management Contract  – pdf
  • Pre-contractual Advisoy File – pdf
  • Advisory contract  – pdf
  • Customer Protection Rules  – pdf
  • Contact / FO Customer Service – pdf
  • Complaint Form  – pdf
  • Transparency and customer protection – Article 9 Order ECO/734/2004.
  • Annual statistics main execution venues (retail) – pdf
  • Annual statistics main execution venues (professional) – pdf
  • Remuneration policy – pdf
  • Shareholder engagement policy – pdf
  • Risk integration policy ESG- pdf
  • Main Adverse Incidents – pdf