GAM has teamed up with Novia to provide an integrated wealth
management solution for advisers who wish to outsource asset
allocation and fund selection to a trusted partner, allowing them
to focus on providing advice.
About GAM
Established in 1983, GAM is an independent, active investment
manager, delivering investment solutions to institutions,
intermediaries, private clients and charities from offices in
financial centres around the world. Our aim is to deliver strong,
long-term returns for our clients through some of the world's most
talented investment managers.
We seek to achieve and - wherever possible - outperform their
investment objectives through an exceptional focus on both
producing returns and managing risk. Our GBP 30.8 billion in assets
under management (as at 31 December 2011) spans approximately 60
separate investment strategies across equity, fixed income,
absolute return, funds of hedge funds, discretionary portfolio
management and tailored investment solutions.
We are passionate about active management; all our managers -
in-house and external - are active investors who have the freedom
to invest without having to conform to a single 'house style'. The
common threads that link them are their specialist investment
talent, disciplined investment approaches, intense focus on risk
and alignment of interests with clients.
Our DFM services for advisers
GAM offers five diversified, multi-asset model portfolios, each
of which has a different risk profile linked to a range of industry
standard risk parameters. This objective measure enables advisers
to determine the most appropriate portfolio for their clients.
The models are continually monitored and rebalanced to ensure
that their risk profile remains on target and that their investment
strategy is optimised within the agreed parameters.
In addition, GAM offers a Customised Portfolio Service,
providing bespoke risk-matched model portfolios for advisers
seeking tailored solutions.
Key features of GAM's model portfolio
service
- Experienced asset allocation team managing outsourced solutions
for over 10 years
- Actively managed, multi-asset portfolios across a range of
risk/return profiles
- Access to leading investment talent with global fund coverage
from one of the most qualified and best resourced fund research
teams in the world
- Regular, transparent communication tailored for your clients,
including direct access to our investment decision-makers
- 20 bps asset allocation charge, target TER of up to 1.3%
For more information please contact your usual Novia Regional
Sales Manager or use the following contact information:
Ben Sears
Client Executive
T: 020 7393 8856
E: Ben.Sears@gam.com
www.gam.com/advisers
