• wealth management

    “Investing money is the process of committing resources in a strategic way to accomplish a specific objective.”
    Alan Gotthardt


Our wealth management process includes the following:

  • A strategy, designed for each client according to their unique situation and objectives
  • Applying the strategy with the aim of creating optimal balance between asset classes
  • Formation (or adjustment) of structures required to optimise returns and minimise risks
  • Building in the flexibility to adjust through simple and cost-efficient processes

FGIP’s international network of private banks, trust companies and fund managers provide clients with the full spectrum of global investments as well as investment vehicles.

We take every precaution to ensure that clients’ money is only allocated to institutions with solid reputations, transparent operations, impeccable track records, proper systems and efficient reporting mechanisms.

To choose suitable products for our clients, we pay attention to the following:

  • Tax status of the product and country of custodian
  • Security of funds
  • Confidentiality agreements
  • Reporting procedures
  • Accessibility to funds/flexibility of the product
  • Service levels