Global wealth management consulting
Usually, the needs of clients far exceed the simple framework of portfolio management. The issues they face are many and varied: planning for retirement, succession, buying real estate, or company disposals. To be able to provide professional and appropriate advice, we have established a network of experts – investment specialists, lawyers, tax experts, real estate agents, etc. – with whom we have had a close relationship for many years.
Through our activities, we have also built up privileged relationships with a number of reputable financial institutions, allowing us to offer significant flexibility in terms of deposits.
Consistent with the principle of open architecture guiding the construction of its client portfolios, GADD launched several financial products between 2002 and 2010. These include an alternative fund, an international equity fund and three profiled funds: conservative, balanced and dynamic. Today these products continue to reflect the company’s historical performance.