Discretionary portfolio management for private clients, family trusts and charities
We are an investment management boutique staffed by experienced investment professionals.
Whatever your investment requirements, we will always act in your best interests and work to ensure that your individual needs are met. When tailoring a portfolio, we will take into account not only your objectives, but also your attitude to risk and your time horizons.
Our clients give us discretion to act on their behalf, so we can actively manage portfolios without troubling them with every decision. Yet we keep in touch with the required detail whenever it is necessary.
So, whether you have recently sold a business or property, received an inheritance, or an asset has matured, consider coming to GBIM for advice. We can help you to:
- invest for long-term capital growth
- establish a growing income
- preserve your capital
- save for your future
- provide for your children's future
- set up and manage your self-invested pension (SIPP).
Find out more:
- Why a boutique is the best option for your investments
- The six principles: your interests put first
- The partners who will be working on your behalf
- How a portfolio is constructed using a wide range of appropriate assets
- Controls and banking: avoiding conflicts of interest