GWM Investment Management, part of the Guardian Wealth Management group, have been managing wealth and providing financial planning advice to individuals, families, trust funds, pension funds and limited companies since 1994.
With offices in Geneva, Zurich, Dubai, Abu Dhabi, Hong Kong and London, GWM have grown to become one of the world's cutting edge providers of co-ordinated international and multi jurisdiction wealth and investment management and are now widely recognised as a market leading specialist within the international finance arena.
Clients are our biggest and most important asset. Our entire business is modelled on delivering sound, sensible advice and an outstanding, high touch service with the ultimate aim of protecting and growing the wealth of our clients as tax and risk efficiently as possible.
GWM have complete independence through private ownership and with no interference from shareholders or other institutions we are able to operate purely in the interests of clients and have tailored our proposition accordingly.
We actively encourage regular feedback from clients, partners and colleagues in our relentless pursuit for continuous improvement.
Trust & Loyalty
It is impossible to build a genuine and meaningful relationship with any firm where there is a culture of product pushing and high adviser turnover. From back office support to management we promote the longer term 'career' agenda and only recruit those who share the same passion for excellence and have the highest possible standards for advice and service.
We also limit the number of clients per adviser to mitigate any natural dilution of service - and relationship. We have a competitive advantage given our relative size which we can leverage with third party partners and providers to maximise value for all clients. Furthermore, the majority of our advisers are Chartered level qualified and our aspiration is to achieve a 100% ratio of Chartered qualified advisers.