WEALTH MANAGEMENT SINCE 1989
GADD offers discretionary asset management.
Combining experience with competence, we accompany our clients at every stage of their lives while giving priority to
a global approach to their heritage.
Wealth management goes beyond financial skills; it is, above all, about dialogue and listening. At GADD, each client has a dedicated and readily available wealth manager who takes into account their expectations and designs investment solutions tailored to their needs.
Investing today requires an in-depth knowledge of markets and financial instruments. It is a complex universe that is sometimes difficult to navigate. GADD offers its clients expert advice in order to broaden their investment horizons and give them new investment ideas.
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.