Discretionary & Advisory investment management
As a compliment to our full-service brokerage, we offer a range of financial planning solutions presented by our office-based advisers and our international associates. As independent financial planners, Schwarz Gehard focuses on two things: Our clients and their success. At Schwarz Gehard we provide solutions to the financial issues investors face in life. Aspects of retirement planning, inheritance preparation, private banking, life-assurance, asset allocation and school fee provisions are all dealt with by our experienced team of advisers.
Our business does not rely on the continual sale of financial products; instead we offer advice that is tailored to the specific needs of each client under our care, whether for individuals, families or institutions. Schwarz Gehard aims to simplify the complex financial issues that our clients face. We help clients to make informed decisions and approach their future with confidence. Ultimately, we aim to provide financial freedom - the freedom to enjoy the finer aspects of life.
Planning for a bteer tomorrow. The choices we make today have a huge impact on our future spending power.
Discretionary & Advisory mandates. Bespoke allocation of capital in the areas that have the most profound effect on your wealth.
Capturing value in line with fundamental risk analysis
Working with private investors and institutions to deliver realistic solutions to help overcome the challenges they face under the current economic climate.