GBIM’s WiP service complements those of other professional firms whose core skills lie elsewhere in looking after their client’s wealth, and who hold the integrity of advice at the top of their agenda.
GBIM can enable initial and on-going adviser fee collection for intermediaries while taking on the risks associated with managing investment portfolios.
GBIM recognises the importance that many introducers attach to being the ‘lead manager’ in their client relationships. WiP ensures that the Investment Management service need not diminish existing adviser/client relationships.
Appointing GBIM to manage clients’ portfolios ensures they will enjoy resourceful portfolio management by full time specialists who will react to changing conditions promptly and efficiently. GBIM operates on a genuinely best-of-breed basis, researching direct and collective investments from the full range of provider firms, whether global houses or specialist boutiques.
A wider range of asset classes may be particularly important in scenarios where drawing an income from capital is a client’s main requirement.
Professional advisers (and their clients) have direct access to over 15 investment managers nationally for beauty parades and ongoing client meetings. Being a private client specialist with comparatively low overheads allows GBIM to offer a quality bespoke service cost effectively which is both fair and transparent. Fees are often less than for off-the-peg alternatives. We insist on high quality investment administration support.
GBIM clients are looked after personally by two members of an experienced discretionary fund management team who have worked through a number of economic cycles and varied investment conditions both in the UK and abroad. The business is owner managed and demonstrates continuity as well as a strong motivation to provide and maintain a service level superior to its peers.