Investment management
Global Advisers, the global investment management organization of Galleon Wealth Management, designs, implements, and manages personalized investment portfolios and strategies for affluent investors worldwide.
Our discretionary portfolio managers specialize in providing a range of investment strategies, including global and regional equities, fixed income, and multi-asset class options. We tailor these strategies to meet your specific needs, taking into account factors like your sustainability investment goals and risk tolerance.
The cornerstone of every investment in your portfolio is our rigorous research, thorough due diligence, and continuous oversight. This comprehensive approach covers a variety of strategies, including equity, fixed income, multi-asset class, and alternative investments, all managed by third-party managers whom we rigorously evaluate.
Our investment framework combines a core and opportunistic approach. We establish a well-diversified core portfolio that aligns with the long-term plan we develop for you, utilizing our proprietary asset allocation methodology. This framework ensures a balanced and strategic approach to managing your wealth.
How we serve you
Our discretionary portfolio managers leverage the extensive institutional resources of Galleon, operating within a culture that prioritizes discipline, risk management, and clear alignment and transparency of interests. Our platform offers a variety of strategies, including core, opportunistic, and thematic approaches across different asset classes.
In our investment management services, we provide direct access to portfolio managers, complete visibility into your investments, and detailed updates on performance and strategic decisions.
Global Opportunities
Utilizing our extensive global custodian network combined with local market expertise, we offer you a broad spectrum of investment opportunities in both emerging and developed markets. This blend of global and local insights enables us to develop diversified core portfolios, enhanced with timely opportunistic investments aimed at delivering superior, risk-adjusted returns.
Customized Approach
Our relationship with you starts with a comprehensive understanding of your specific risk and return preferences, liquidity requirements, and investment timeline. Our holistic advice is tailored to your personal objectives, encompassing everything from legacy planning to sustainability considerations, and is integrated with any strategies developed by our wealth management teams.
Our discretionary portfolio managers leverage the extensive institutional resources of Galleon, operating within a culture that prioritizes discipline, risk management, and clear alignment and transparency of interests. Our platform offers a variety of strategies, including core, opportunistic, and thematic approaches across different asset classes.
In our investment management services, we provide direct access to portfolio managers, complete visibility into your investments, and detailed updates on performance and strategic decisions.
Global Opportunities
Utilizing our extensive global custodian network combined with local market expertise, we offer you a broad spectrum of investment opportunities in both emerging and developed markets. This blend of global and local insights enables us to develop diversified core portfolios, enhanced with timely opportunistic investments aimed at delivering superior, risk-adjusted returns.
Customized Approach
Our relationship with you starts with a comprehensive understanding of your specific risk and return preferences, liquidity requirements, and investment timeline. Our holistic advice is tailored to your personal objectives, encompassing everything from legacy planning to sustainability considerations, and is integrated with any strategies developed by our wealth management teams.
