XiosBank (currently Piraeus Bank)
– Private Clients Portfolio Management
– XiosInvest International Funds Co., Luxembourg
Asset Management since 1992
Licensed by FINMA as a Swiss Asset Manager
1992 - 1997
ABN Amro Asset Management
– Private Clients Discretionary Portfolios
– Mutual Funds Management Co.
1997 - 2006
ABN Amro Bank - Asset Management Co.
– Private Clients Discretionary
– Select Investment Portfolios – 15 types
2006 – 2008
GWL Swiss Asset Management
– GWL Asset Management
– World Equty Fund (Nassau)
– Strategic Equity Allocation Fund (Nassau)
– Foundations
– Discretionary Portfolios Management
2008 – Present
About us…
Founded in 2008, GWL is an independent and globally diverse Asset Management Firm.
GWL applies a disciplined approach to delivering Optimized Solutions and Investment Management Products & Services, based on fundamental, quantitative, alternative and state-of-the-art techniques, addressing high-net-worth businesses, institutional investors and individuals.
- We help chart a path to financial health
- We are a Global Investment Manager
- We provide Investment Solutions for every need
- We simplify a complex world
Equities…
For over three decades, our overall goal has been to build compelling and repeatable investments, that are highly diversified across sectors and regions, and within a risk-controlled framework.
We apply this systematic approach across our strategies, catering to the widespread investment needs of our clients.
Fixed Income…
We aim to generate consistent outperformance by systematically applying investment themes across securities.
We believe that a multi-factor investment approach, harnessing underlying drivers of performance, will generate excess returns that are uncorrelated to other asset classes as well as traditional fixed income managers.
Global Wealth Asset Management AG
Banking and Custodian: UBS, EFG Bank, Zurich, Switzerland
Switzerland Office
Investment NewsLetter
Παγκόσμια Οικονομική Επισκόπηση – Δεκέμβριος 202402/01/2025 - 17:28- Global Economic Overview – December 202430/12/2024 - 12:12
- Σύντομη Οικονομική Ενημέρωση – Νοέμβριος 202402/12/2024 - 18:45
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Licensed by FINMA as a Swiss Asset Manager