For every client – whether you prefer a discretionary portfolio or more participation in your investment activities – our process is rigorous, dynamic, and integrated with your specific needs.
Using our disciplined investment framework, your investment advisor will work with you to analyse your financial situation, agree your investment needs and objectives, and determine your investment profile.
We design asset-allocation strategies that consider your investment profile and align with GFG’s market outlook.
We develop recommendations for your portfolio using a variety of GFG and third-party investment vehicles, tailoring each choice to your needs.
If you have a discretionary portfolio we will regularly review it and may make adjustments based on your objectives and our market outlook. We continually review the investments and managers we use to ensure they are suited to your portfolio.
If you have an advisory portfolio we will use our comprehensive, consultative approach to develop an awareness of your financial situation and form a strategy tailored to your needs.
We provide regular investment reviews, investment performance reports, market values and cash flows on your portfolio.