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Investment and administration controls to protect your assets
GBIM works to clear written guidelines agreed with each client at the outset and reviewed annually.
Major investment decisions taken on our clients' behalf are subject to peer group scrutiny before implementation.
Our whole investment process is subject to regular scrutiny and review, both internally as well as externally by independent compliance consultants.
When considering Adam & Company to determine their suitability as administrators and custodians for our client base, we agreed that they should contract jointly with both us and our clients. This ensures that clients' assets are only moved when we and Adam are acting in tandem. In addition, all client assets are separately safeguarded and overseen by third party audit.