Global Index logo INDEPENDENT INVESTMENT CONSULTANTS
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Relationship management professionals backed by expert wealth planning and financial management strategists

Individuals & Families

Each investor's situation is unique and Global Index International prides itself in providing a comprehensive customized approach to each client. Our integrated business model and personalized approach deliver the power of a global leader with the care and commitment of a small firm. We have helped families build, manage and preserve their wealth. We provide client service of the highest calibre and relationship management specialists backed by expert wealth planning and financial management strategists.

WEALTH MANAGEMENT

Global Index International strives to provide comprehensive investment consulting and wealth management expertise to meet the needs of financially successful individuals and families. We offer world-class boutique-personalised private banking, succession planning and portfolio management.

  • Wealth and estate planning
  • Private banking
  • Asset servicing and information management

Global Index International has longstanding professional relationships with Protected European Offshore Centres, which have most comprehensive and secure protection laws in the world and therefore we adhere to these strict confidentiality laws and codes of conduct.

INVESTMENT MANAGEMENT

The independence that Global Index International enjoys means that our investment approach is designed specifically to offer unbiased advice on the best option for each individual investor. We take the time to personally meet and evaluate each client and their financial situation before making our recommendations, optimizing total portfolio results while controlling risk across all market cycles.

ALTERNATIVE INVESTMENTS

Planning for the future is important whether you wish to make provision for your children's university education, your own retirement, to restructure corporate pension accounts or to rearrange your savings so that your investment is secure and exposed to the best possible opportunities for growth. We offer unparalleled expertise and strengths across all asset classes and specialties, actively managing client investments rather than just buying products. Our practices are founded upon our belief in maintaining the highest principles of integrity, confidentiality and experience, which have guided our clients successfully through times of both prosperity and uncertainty.

  • Managing Investments for Retirement Planning
  • Managing Investments for Inheritance Planning
  • Managing Investments for Education Planning
  • Managing Investments for high net worth individuals

INTERNATIONAL INVESTMENTS

Our Open Architecture approach allows us to provide independent and objective service with access to the expert resources of the world's largest Financial Institutions, but with the personal commitment of an organization dedicated to private clients. We thoughtfully integrate our capabilities in a way that makes sense for each client, continually expanding our resources to meet future client needs.

  • Bank accounts for your money abroad and back home;
  • Information on the tax implications of moving abroad. Partnership accounting -- comprehensive underlying accounting and tax reporting services recommendation;
  • A financial planning review, to help you organize your finances -- customization and flexibility taking advantaged and financial benefits of living and working abroad;
  • Advice on the impact of foreign exchange -- transactions executed securely, seamlessly and with optimal efficiency;
  • A team of dedicated personnel ready to respond to any questions you might have.

CAPITAL INVESTMENT

Global Index International offers a wide range of tailor-made lump sum investment products and portfolios through major financial institutions. We work with our international partners to manage and monitor our client’s assets while carefully tracking developments in the financial markets and observing global events so that we can meet the needs of regular people, whether they are in the heart of Zurich, in New York or Dubai.

For more information or confidential advice on our wide range of services for Individuals and Families, please contact us.

Corporate & Business

Global Index International offers a wide range of services to corporate clients drawing a comprehensive…

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Fund Jurisdictions

From our wealth of experience and expertise we will advise you on the best jurisdictions for your fund.

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Library

Our library provides a convenient online resource for detailed views on capital markets and investment…

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