Dedication and strong expertise in wealth management for high net worth clients since 1999.
Independence, lack of conflict of interest and transparency guide our investment advisory.
We are members of the solid Julius Baer Group. Acting as a private bank since 1890, the Group is present in the world’s main financial centers. Based in Zurich, it has offices in strategic locations including Dubai, Frankfurt, Geneva, Hong Kong, Lugano, Monaco, Montevideo, Moscow, Singapore and Tokyo.
Independent wealth manager
for over 16 years
21 partners and more than 120 professionals
focused in wealth management
Member of ANBIMA and
authorized consultant by CVM
Structure that is independent and
from conflict of interest
Not a bank, neither a broker -
GPS - Global Portfolio Strategists is founded in São Paulo
Beginning of financial advisory with less
than R$ 10 million under management
Assets under management exceed R$ 5 billion
Inauguration of the Rio de Janeiro office
Assets under management exceed R$ 10 billion
Julius Baer acquires a 30% stake in GPS
Total acquisition of Bawm Investimentos
Assets under management exceed R$ 15 billion
Additional 50% stake is acquired in GPS
Assets under management exceed R$ 20 billion
Our mission is to provide a transparent and secure financial advisory to high net worth clients, building an ideal portfolio allocation based on individualized risk and return objectives.
Understand how our business model differentiates itself from what is widely practiced in the industry.
|CLIENT-ORIENTED MODEL||UNDERSTAND HOW IT WORKS|
|Advisory||Portfolio aligned with client's objectives and risk profile|
|Advisory fee||Client pays a fixed fee for the advisory service provided|
|Alignment||Better portfolio composition free from conflict of interest|
|Transparency and professionalism||Risk-adjusted higher returns in the long run|