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Managed Solutions

Asset Allocation

Risk Management

Product Solutions

GWL’s Approach

  • Long-term Strategic Asset Allocation
  • Outlook for each asset class
  • Detailed review of capital markets and economic environment
  • The Market Consensus
  • Forecast views are established
  • Forecast views are incorporated in optimization
  • Desirable asset mixes are selected

Increase Consistency & Optimize Returns

Diversification as the Foundation to Portfolio Allocations

Diversifying reduces the risks associated with holding only one type of investment (opportunity) whether it is a country, sector, asset class or on a company level, while it has been shown to reduce volatility and favourably contribute to return potential.

Discretionary Portfolio Management

Discretionary Portfolio Management is a long-term client service and relationship. It is offered as an exclusive service to our Clients, who entrusts us with the management of their wealth.

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Foundation Services

GWL provides all possible services aiming to protect your valuable personal and family assets and provide continuity of benefit for generations to come, offering personal trust and estate administration services.

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The GWL World Equity Funds

The GWL World Equity Funds Ltd are open-ended Funds incorporated in the Bahamas.

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Pricing Policy

The most competitive in the market in Asset Management.

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Individuals

According to strategy and selected products of the most distinguished international investment houses in conjunction with the banking products and services of the Swiss Banking Institution

Institutional

Foundations
Trusts
Global Equity Funds
Pension Funds

Sports Desk

A brand new pack of services addressed to high-performing athletes of domestic and international profile, meeting their present and future investment and financial needs

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Young Professionals

Services and Products addressed to young professionals and start-ups with growth potential, meeting their present and future investment and financial needs.

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Services & Pricing

The GWL Investment Process

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Fundamental Investing

We rely on sound economic theory and analysis delivering long-term, repeatable results.

Systematically Applied

A disciplined methodology coupled with the application of the Asset Management principles.

Our investment process, built over 28 years, is based on a continuous process of design, refine, test, repeat.

Monitor: Tactical & Strategic Asset Allocation

  • Weekly meetings and real-time monitoring
  • Review of capital markets and portfolios
  • Portfolio restructuring
  • Asset Classes review

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