Our interests are aligned with yours; we believe that this, together with direct access to your investment manager provides the foundation for a good long-term relationship. We give you an objective perspective on your investments and we aim to build an investment portfolio that will meet your requirements.
We concentrate upon investments in stock markets and fixed interest securities but our team also includes experts in areas such as commercial property, private equity and hedge funds. Not all portfolios will include such assets but using them diversifies portfolios, can reduce risk and improves the probability of attaining objectives.
The GBIM brochure can be found here
30th May 2018 Mifid II Article 65.6 Annual Disclosure
GBIM has a contractual arrangement place all orders for trading with Pershing Trading Services Limited (PTS) who are part of Pershing Securities Limited (PSL) to execute on behalf of GBIM clients. GBIM monitors the performance of PTS and reviews the service provided on a regular basis. In our opinion the execution quality obtained from PTS/PSL to date for GBIM Limited and our clients is of a high standard.
Under Mifid II PSL has a requirement to publish their RTS 28 Report providing detail on how it executes trades and tables showing its top five venues for Equities, Fixed Income and ETFs. This is published on PSL’s website and can be found here*
*Please note that by clicking on the hyperlink it will take you away from the GBIM website and we can’t be held responsible or liable for content on third party websites.