Hedge Fund Consulting Firm Enters Wealth Management Space

Jan 4 2010 | 8:48am ET

Asian hedge fund consulting firm GFIA has added a new wealth management service to its offerings.

The wealth management service is targeted at sophisticated pools of private wealth. It is designed to offer a holistic, client-specific service.

According to a statement from the firm, “GFIA’s advantage lies in its deep understanding of the investment and financial world, couple with its reputation as an ethical fiduciary.”

The firm will act as a fiduciary agent, working on clients’ behalf, from initial structuring, through cash management, portfolio investment (in both liquid and illiquid assets), deal/acquisition due diligence, and philanthropy, managing external service providers on behalf of clients, as necessary.

The new unit’s first client is a wealthy family, which will also take an equity stake in GFIA’s holding company. GFIA will establish and manage the family office.


In Depth

Q&A: Fund Administration Comes To The Cloud

Jul 14 2017 | 7:23pm ET

The fund administration sector has been steadily implementing new technology, such...

Lifestyle

CFA Institute To Add Computer Science To Exam Curriculum

May 24 2017 | 9:25pm ET

Starting in 2019, financial industry executives sitting for the coveted Chartered...

Guest Contributor

Rastegar: PE Real Estate Gains Momentum as Uncertainty Rises

Jul 21 2017 | 6:04pm ET

The steady march of equity markets and fundamental shift in the direction of Fed...

 
Error

FINalternatives Trending

From the current issue of