Overview

Global Wealth Advisors is an investment manager and capital markets advisory firm located in Lugano, Switzerland, founded in 2008 to provide independent and professional investment advice, and tailor-made investment management services to high net worth individuals, families and corporates.“By focusing on investment strategy and financial planning, our goal is to ensure that our clients achieve financial independence and maintain their standard of living, both today and tomorrow, and plan their efficient transfer of wealth to future generations.” SERVICES: Wealth Management We offer advisory mandates. We suggest – you decide. We offer discretionary mandates: We manage for you – you monitor. Asset Management We are a licensed, regulated and independent Asset Manager. We offer advisory and discretionary mandates. Our clients are mainly High Net Worth Individuals who seek an alternative to their own existing banking solutions. Tailored Solutions -Structured Solutions: According to your individual needs – be it for your personal wealth planning or your companies’ strategic focus – we provide you with a tailor made solution. Dedicated Funds Securitization Vehicles Debt/Equity restructuring Inheritance Planning Insurance Life We structure solutions for medium to long term investments. We have a global approach. Asset Protector Strategy The Asset Protection Strategy is designed for those clients who wish to more fully protect themselves and their family’s future inheritance. It is for those who have worked hard to create wealth, even if most of that wealth is in their home. It is specifically designed for those clients who wish to ensure that the wealth they have created is protected as fully as possible now but for the future generations to come. The Strategy uses a tried & tested combination of Insurance Policies , Trusts and Powers of Attorney to cover the most common threats to the asset base that most of us hold these days.