Your independence, institutionally supported.

Investment Management Solutions

Our FinTech solutions provide the independent wealth manager or private banker with advanced platforms that enable the use of multiple custodians, yet benefit from consolidated views to optimize efficiency. They also have the advantage of institutional pricing, while maximizing returns for themselves and their clients.

Today’s stringent regulatory environment which encompasses financial regulator licensing, AML compliance, data protection regulation and other best practices principles is a barrier to entry into the realm of independent wealth management entrepreneurship. Independent Asset Managers are compelled to dedicate material amounts of time and resources to remain compliant, as opposed to focusing on their main skills. By joining the GMG Investment Management Solutions platform IAMs can focus on their main and most important asset, their clients.

Our solutions include the following:

  • Cutting edge FinTech
  • Full professional logistical support: HR, accounting, billing, marketing
  • AML Compliance Teams
  • All Regulatory Licenses
  • Multiple Custodial Capabilities
  • Consolidated Reporting
  • Access to institutional pricing, research and product selection
  • Benefit of an existing brand, track record and global presence
  • Option to white label

By joining the GMG Investment Management Solutions team you gain access to all other GMG business lines. End-clients benefit from multiple value add financial solutions throughout the wealth management and planning spectrum and you, from multiple revenue streams.

Become your client’s preferred global advisor.

For further information on our IMS offering – please contact:

GMG Investment Management Solutions
ims@gmgfinancial.com