Individual service · Wealth Management

Your portfolio, managed with the whole picture in view.

Discretionary management, independent reviews and the reporting behind them, for investors who want their portfolio to fit where they live, how they are taxed and how their wealth is held.

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What do you want to accomplish?

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Your primary nationality

The passport you hold now, wherever you live.

Where do you currently reside?

If you live in more than one country, choose your main residence.

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What we do

Wealth Management, in detail.

01

Asset Management

Discretionary portfolio management within an agreed mandate, in line with your structure, your residence and your horizon.

02

Portfolio Review

An independent analysis of what you already hold: costs, concentration, currency and jurisdiction risk, and how the portfolio fits the rest of your structure.

03

Wealth Creation

A systematic process for building wealth over time: clear goals, a defined allocation, and regular reviews that keep the plan honest.

04

Private Funds

For families and private investors who want the discipline of a fund without the weight of a retail one: lighter-touch private investment funds in suitable jurisdictions.

05

Accounting & Tax Compliance

Bookkeeping, annual accounts, reporting and tax returns, kept in order so the structure stays compliant year after year.

Investments carry risk, including the loss of capital. Nothing on this page is an offer or investment advice. See our disclaimer.

A portfolio is only as good as the structure that holds it.

Your expert

Julian Hess

COO, GWS · Certified International Wealth Manager

Speak to us See the full Global Wealth Compass
Julian Hess

Your situation,considered.

Not sure this is the right route? Let’s talk.

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