Guardian
Global Wealth
Customised Investment Banking &
Asset Management Solutions
We provide a One-Stop Solution to Global Investments & Financial Solutions
Private Banking
Asset Protection Structures
Corporate Advisory & Risk Management
Debt & Equity Funding Solutions
Access to Global Markets & Trading, including;
- Global Equities & ETFs
- Fixed Income
- Multiple Currency Trading & Lending
- Listed Futures & Options
- Structured Products
- Funds & Hedge Funds
- Private Equity
- We are your dedicated Private Banking and Wealth Team
Tailored Solutions for your needs
Custom-made
Each client has a unique investment and business objective and vision, and we start by understanding yours. We consider your objectives, sector and thematic preferences, and your risk and return expectations. Each Solution is tailored to meet these needs and preferences.
Based in Analysis
We construct each Solution through sophisticated in-house modeling. We run a scenario analysis by asset class to determine your optimum asset allocation while taking your preferred dynamic rotation, liquidity, thematic criteria, and rules into account.
Risk Monitored
Your custom-made Solution is actively managed, and
risk monitored. We reallocate portfolios by strategy and asset class as required. Our active management enables us to mitigate downside risk and stay ahead of the ever-shifting market curve.
Implemented with Transparency
Clients accounts are held directly with Tier 1 Global Banks & Institutions and have direct access and complete transparency of their asset holdings.