Your portfolio, professionally managed
After taking the time to understand your circumstances, investment objectives, time horizon and attitude to risk, our investment team constructs and manages a portfolio within an agreed mandate. We monitor investments on an ongoing basis, make changes where appropriate and keep you informed through regular valuations and investment commentary.
The service is designed for private individuals, trusts and institutions who want experienced investment professionals to make day-to-day portfolio decisions on their behalf, supported by direct access to our team when they need to discuss their investments.
How we manage your portfolio
Understanding You
Your objectives, circumstances, time horizon and attitude to risk shape the mandate before anything is invested.
Portfolio Construction
A diversified portfolio is built to your mandate across asset classes, sectors and regions.
Active Oversight
Positions are reviewed continuously; we act on opportunities and risks as they arise.
Disciplined Rebalancing
Adjustments are made when evidence warrants it — not headlines.
Keeping You Informed
Regular valuations, commentary and a direct line to your investment manager.
What you receive
A personal mandate
Your portfolio reflects your objectives and constraints — not a one-size-fits-all model.
Direct access
Speak to the people managing your money, in person or by phone. A conversation, not a call centre.
Full transparency
Monthly factsheets, valuations and secure portal access to your holdings at any time.
Other ways to invest with GAM
Talk it through with us →Professional Trading
Direct access to experienced brokers and efficient execution across global markets, with competitive commission rates.
Learn more →Model Portfolios
Five professionally managed, diversified ETF portfolios aligned to your risk profile.
Learn more →Investment Platform
Secure online access to your valuations, holdings and transaction history — your portfolio, always in view.
Learn more →