Discretionary asset management services

Global Investment Strategy offers a range of discretionary asset management services to meet the needs of both private and institutional clients. We offer a wide range of wealth management services, including execution-only trading and a variety of investment vehicles tailored towards different risk profiles. Whatever your financial objectives, the discretionary asset management strategies provided by our experienced team, can help you achieve them.

At GIS UK Ltd, we provide in-house clearing and safe custody services , as well as a full range of prime brokerage services. We are also able to offer a range of wealth management strategies on a segregated account basis as the client’s choice of third-party custodian.

or call +44 (0)20 7048 9440
 

Comprehensive investment management services

GIS UK Ltd offers comprehensive solutions on a discretionary basis that meet the requirements of different risk profiles. Whatever your risk tolerance, our tailored approach can help you achieve your goals in a responsible and intelligent way.

What we currently offer:

  • Single asset classes: Fixed Income and Equities
  • Blended multi-asset portfolios for Conservative, Balanced and Aggressive risk profiles.

These products meet the needs of a wide variety of different clients, giving them the confidence that their money is working hard for them over the medium to long term. We are also an HMRC approved ISA provider.

Our approach

Our approach to wealth management is truly bespoke and based on the requirements of our clients. We take the time to quantify your capacity and willingness to bear volatility, thus providing the most appropriate investment strategy that is best suited to your ongoing circumstances. We ensure our clients are happy with their chosen investment prime brokerage management approach, understand how it works and the kind of time frames that need to be considered for maximum returns. We never bounce clients into decision making and give them the time and space required to make a decision with which they are comfortable.

We explain how your portfolio is likely to perform to ensure you are comfortable with your potential investment journey over the intended time horizon. We want you to be happy with your investment decision.

We aim to set realistic expectations which we can deliver and, in doing so, create the foundation for a long-term relationship. Relationships and trust are the heart of our success as a business.

We can work with our clients’ existing banks/custodians or can facilitate new relationships where required.

or call +44 (0)20 7048 9440
 

Alternative Absolute Return Solutions

Introducing the GIS Absolute Return Index Trading Strategy. The focus of this strategy is to target absolute returns through trading index options with a hedged risk strategy. Additionally, GIS has been appointed investment adviser over a number of portfolios and funds of a similar strategy. For further information on these services and funds, please contact Mayan or Paras Shah:

or call +44 (0)20 7048 9440
 

An experienced discretionary asset management team

When you entrust your wealth management to GIS UK Ltd you gain the benefit of over a century of combined top rank financial sector experience. Coming from a range of different academic and professional backgrounds, the team we have assembled have the experience and competencies to offer an industry-leading service. With extensive experience both at GIS UK Ltd and other Tier-1 financial institutions including such global names as Barings, LCF Rothschild, ICAP, Barclays, Blackrock, JP Morgan, Lehman Brother and Morgan Stanley, you are guaranteed investment management services you can believe in.

or call +44 (0)20 7048 9440