Guardian
Global Wealth
Customised Investment Banking &
Asset Management Solutions
About Us
Guardian Global Wealth is a boutique, independently -owned asset management and financial advisory firm. The head office is in Auckland, New Zealand and we have Relationship Managers in Panama, Dubai, London and Australia. We offer asset management, financial and investment services advice, as well as wealth planning expertise, risk management and corporate advisory to clients around the world.
Our goal is to provide the best financial strategies to manage clients’ assets today…and for generations to come. By leveraging the significant expertise of our team, and a global network of financial partners, The Guardian team identifies the best investments and solutions to achieve your financial objectives.
Experienced,
Trusted, Discrete
Our Founding Partners have institutional-grade experience across all aspects of Business and the Financial Markets.
This includes experience in:
- Portfolio and Risk Management
- Global Markets Trading
- Private and Institutional Banking
- Corporate Governance and Risk Mitigation Planning
- Corporate Advisory and Treasury Services
- Multi-Family Office Operations.
- Customised Private Banking & Wealth Management Solutions
This expertise enables us to support our clients with a breadth of Asset Management and Investment Banking needs.