Security & Support

YOUR EXPERIENCE AS OUR CLIENT

The Schwarz Gehard investment advisory service is ideal for investors who wish to be more involved in the active management and decision making process of their own portfolio. Our specialist investment advisers work closely with sophisticated private investors as together they seek to identify investment objectives in line with client exceptions.

In line with client specific objectives, advice on the allocation structure of a current portfolio is provided in detail along with potential recommendations that seek to deliver benefits of diversification, wealth preservation and the potential for capital growth.

SECURITY OF YOUR INVESTMENTS

Protecting your assets is our foremost priority. We realize the importance of safety of client capital and therefore take a number of precautions to ensure the security of investments.

As an independent financial entity, Schwarz Gehard utilizes the services of third party custodians who act to segregate the holding of assets and registration of investments. Our network of associates are situated in a number of key locations for the benefit of each client's peace of mind. We offer clients a choice of custodian, typically determined by geography.

For example our European based clients may prefer to choose a UK based custodian to secure there investments, whilst it also makes sense for our United States clients to opt for a US based custodian. There are instances where clients would prefer to maintain their invested interests overseas. To accommodate these preferences our network can accommodate offshore holdings in Vienna, Austria.

In additional to providing third party assurance, Schwarz Gehard believes in the tenets of transparency. Our internal governance protocols extend to great lengths to ensure systems of control are firmly in place to protect the wellbeing of clients.

The Schwarz Gehard Board of Internal Governance is responsible for the supervision of;

  • Independent quarterly audit
  • Compliance with regional securities regulation

DISCRETIONARY MANAGEMENT

Discretionary portfolio management services relieves investors from the arduous intricacies involved in the successful management of a diversified portfolio.

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