Independent Asset Manager
As an independent asset manager, we act as a financial intermediary between our clients and the bank. As such, our role is:
To answer clients' specific needs.
The role of an independent asset manager is to answer specific needs by offering them tailor made investment solutions.
To Preserve clients' independence.
As an independent asset manager, we are not directly related to a certain bank but we work with various financial institutions. Consequently clients can choose which bank fits their needs the bestand they benefit from attractive banking conditions, have access to the finest financial experts and are able to choose among a wide range of financial products
To offer multifaceted capacities.
Our team members come from different backgrounds. Together, we are able to offer multifaceted expertise and to provide several services such as family business solutions.
Benefits for the client
Access to tailor-made investment solutions.
The client has access to a wide range of investment solutions based on his risk profile.
Access to a wide range of depositary and custodian banks.
e.g. CA Indosuez, Lombard Odier, Julius Baer, UBP (...).
Access to full research of most famous providers.
JPMorgan, Morgan Stanley, ZKB, Pictet, Exane, Intesa Sanpaolo, (...).
Access to Family Office solutions.
We provide expertise in various fields, such as:
Operational consulting related to administration, accounting and finance
Selection and coordination of experts specialized in legal, tax, corporate, accounting and finance
Analysis, valuation and financial planning
Certification and Regulation
In Switzerland, Certified Independent Asset Managers have to be affiliated to a recognized controlling authority. GFG SA's operations are supervised by the AOOS (Swiss limited corporation for supervision), which ensures the compliance to the laws edicted by the FINMA.
GFG SA is also a member of the OFS (Ombud Finance Switzerland) dedicated to provide dispute resolution services to affiliated financial advisors and their clients.