Services

Discretionary & Advisory investment management

Investment Services

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.

Financial Planning

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Financial Planning

Planning for a bteer tomorrow. The choices we make today have a huge impact on our future spending power.

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Investment Management

Discretionary & Advisory mandates. Bespoke allocation of capital in the areas that have the most profound effect on your wealth.

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Investment Services
Family Office

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Family Office

Preserve your family's heritage - Simplify the complexities involved with the management of multi-generational wealth.

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Equites:
Global market exposure

Diversified equity allocation participates in a number of developed and emerging economies.

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Fixed Income:
Balanced capital allocation

Access to a range of high-yield corporate and sovereign bond fixed coupon issues.

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Capabilities

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.

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Investment Capabilities