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Wealth Management

Our experience of over 35 years in managing private client portfolios enables us to focus on not only our clients' wealth creation, but also on their wealth preservation.

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About us

GAM was founded in 1983 with a focus on providing innovative global investment capabilities for sophisticated private clients. Since that time, we have devised specific strategies that utilise our expertise in global fund selection. Today, we continue to be renowned for a diverse product offering, which is combined with our significant global presence and reach.

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Wealth Management

Private Clients - High Net Worth

Our clients are a diverse range of UK and international families and individuals.

From personal portfolios, ISAs and pensions to trusts and charitable foundations, our deep expertise enables us to create bespoke investment solutions to meet specific requirements.

Our client investment aims range from creating long-term capital growth to the generation of cash plus income, to above inflation returns, to the investment of a lump sum, investments for family members or sustainable investment portfolios.

From strategy design to management, we work alongside clients’ advisors to provide seamless and excellent service.

Charities and Foundations

Our charity / charitable foundation clients have distinct requirements that GAM has successfully managed for many decades.

Our remit is broad and we work actively with trustees, whether generating income from grant making, reflecting the ESG profile of the charity or creating an innovative investment strategy for a specific charity.

Active and relevant communications with our charity clients are key, hence we frequently develop bespoke reporting capabilities for their specific needs.

GAM has a long track record in sustainable investments, something that we actively access for all our clients.

Family Offices

We work with some of the world’s largest family offices, and are well positioned to assist clients wherever they are.

From sophisticated fund management services and consolidated reporting solutions to access to leading alternative asset managers globally within the private equity, private debt and hedge fund communities.

We remain focused on achieving excellence via an independent platform.

We always strive for the best solution - provided by GAM or one of our extensive network of family office advisors.

At GAM, we take a holistic approach to responsible investment that includes a deep commitment to active investment and stewardship.

Responsible Investment Framework

Our Offering

Title Period Document
GAM Wealth Management
Why Choose GAM
Q2 2025

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Awards

A true testament to the quality of our firm and our unwavering commitment to our investors, this prestigious LSEG Lipper Group award is independently assessed and is based on a company’s fund range and consistent strong risk-adjusted performance relative to its peers. The Lipper Awards are based entirely on objective, quantitative criteria. There is no nomination process. Full details of the Lipper awards and methodology can be found on the Lipper website.

GAM Wealth Management wins 2025 PAM Award for Segregated GAM Diversified Growth portfolio. GAM was also shortlisted for its Segregated Balanced portfolio. The PAM Awards are independently assessed and awarded for consistency of both investment performance and client service levels. Full details of these awards and the independent methodology used are available via the PAM website.

GAM won awards in two categories: Best Large Firm – GAM Investments and Cautious Portfolio Award – Flexible Global Strategy. Congratulations to Andrea Quapp, Julian Howard and the GAM Investment Solutions (GIS) group. The annual wealth investment performance awards showcase the firms and strategies which delivered top risk-adjusted returns over a three-year period. Full details of these awards and the independent methodology used are available via the Citywire Wealth Manager website.

Multi-Asset Blog

Multi Asset Blog
Fed quietly waits and sees for now
25 June 2025

Amid the noise and chaos of tariffs and conflict in the Middle East, it is easy to forget about the humble Federal Reserve (Fed) whose job is to ‘just’ set the benchmark interest rate, which helps to price all assets.

Multi Asset Blog
Drama and calm, all at once
16 June 2025

Israel’s strike on Iran sparked a predictable immediate reaction, with oil rising and equities falling. But, in a microcosm of the post-Liberation Day market moves, stocks soon recovered. While the US economy appears sound and retail investors relaxed, gold is telling us a very different story, underlining the value of effective diversification.

Multi Asset Blog
Big, yes, but beauty is in the eye of the beholder
04 June 2025

With President Trump’s tax bill set to add trillions to US government debt and potentially fuel inflation, a bond buyers’ strike could test the ‘TACO’ theory ahead of the 4 July Senate vote.

Thought Leadership

Multi Asset Blog
Fed quietly waits and sees for now
25 June 2025

Amid the noise and chaos of tariffs and conflict in the Middle East, it is easy to forget about the humble Federal Reserve (Fed) whose job is to ‘just’ set the benchmark interest rate, which helps to price all assets.

Investment Opinions
Unlocking Opportunities in Emerging Markets
24 June 2025

Emerging market equities offer compelling opportunities, but demand selectivity. Investment Director Ygal Sebban highlights targeted areas of strength, driven by structural trends, policy support and valuation appeal.

Investment Opinions
Cleared for Takeoff – Takeaways from the 2025 Paris Airshow: Growing supply chain positivity
23 June 2025

Europe’s aerospace sector reaffirmed its global dominance at the 2025 Paris Airshow. Bolstered by strengthened supply chains, growing aftermarket demand and rising defence budgets amid geopolitical uncertainties, GAM's European Equity team believe the aerospace sector could be a high-flying opportunity for investors seeking attractive long-term growth.

Charities

GAM has been managing investments for charities, foundations and philanthropic trusts since 1988. We specialise in managing discretionary multi-asset portfolios, designed to address the unique requirements of each individual client.

We will work with you to build a high-quality, dynamic investment portfolio, based on an active approach to asset allocation and access to some of the world's most talented fund managers.

We aim to deliver consistent, superior returns, clear communication and attentive client service. We don’t run a common investment fund; instead, we build bespoke, multi-asset portfolios using the traditional asset classes of equities, bonds and property. Our focus for charities is on transparency, liquidity and value for money.

Ensuring the appropriate mix of investments

We believe that the best way to achieve the optimum investment returns for our charities over time is to diversify investment portfolios across a range of different asset classes. We are convinced that it is not possible to pick consistently, and with absolute certainty, the winning asset class year on year; a diversified approach is crucial to producing consistent long-term returns.

There are two aspects to arriving at the most appropriate balance of investments (or ‘asset allocation’) for long-term charity funds. One is strategic, the other is tactical.

The correct strategic mix is rooted in the circumstances of the charity and will be reflected in the composite benchmark. This is the combination of assets most likely to product the optimal result for the charity in ‘normal’ market conditions over the long-term.

By contrast, the tactical mix will be the combination of asset classes that is most likely to make the most of prevailing market conditions in the shorter-term. Within the constraints granted by the trustees at the outset of the relationship, we will flex the asset allocation in your portfolio in accordance with our macroeconomic views and outlook for each asset class.

Securing access to the best ideas within each asset class

Optimal results hinge on access to – and investment in – the best securities in each area. We construct portfolios using active fund managers in each region or sector, those whom we have identified as the most talented stock pickers in their field.

Our dedicated Manager Research Team is vital to our ability to identify the most talented fund managers from around the world. The Team subjects every potential manager to an in-depth evaluation, examining their investment strategies and quantitative characteristics in order to provide a well-supported, documented investment thesis for manager selection and on-going monitoring.

With more than 35 years’ experience researching managers and approximately 40 staff, GAM has one of the largest, best equipped manager research capabilities available in Europe.

Where we are unable to identify the right manager for a given sector or geography, we will buy passive index funds, or ETFs, as a low-cost alternative.

Due Diligence

Risk management is threaded through every stage of our investment process, and nowhere is this more important than for our charities.

Our dedicated Operational Due Diligence Team monitors and reviews every manager we seek to appoint, producing an in-depth report on each and every one, prior to its inclusion in a portfolio. The report is a rigorous analysis of fund documentation, operations and the strength of key service providers (such as administrators), with a focus on identifying potential sources of operational risk right across the food chain. Once invested, our Team continues to measure, monitor and assess the funds personnel and performance to ensure that they remain suitable.

Finally, our operations and back office infrastructure work alongside to ensure efficient administration of portfolios and their investments.

Wealth Management team