GGBwealthcare Pty Limited

Overview

GGBwealthcare provides investment management and related family-office support for a select group of qualifying families. Its work spans strategic advice, investment opportunity sourcing, due diligence, asset and manager selection, implementation, performance monitoring, and consolidated reporting.¹

History

The firm reports that it was founded in 2009 and onboarded its first client family in 2010. GGBwealthcare says it is registered and licensed in Australia under Australian Financial Services Licence 340355.²

Leadership

Steven Gross and Keith Betty are identified as co-founders and joint managing directors. Gross serves as chief investment officer and family adviser, while Betty serves as chief operating officer and family adviser.³

Services

GGBwealthcare provides asset allocation insights, securities research, investment-manager due diligence, direct and co-investment access, and consolidated reporting across asset classes, currencies, and jurisdictions.⁴

The firm coordinates with private bankers, lawyers, accountants, tax advisers, and other professional advisers. It also assists families with succession, asset protection, and philanthropic activities.¹

What the firm offers

• Investment management
• Tax planning
• Philanthropy

Client Focus

The firm works with a limited number of qualifying families of wealth across several global jurisdictions. Its investment team includes professionals who previously worked together at Lowy Family Group. Credo Group provides minority-shareholder support, including technology, back-office, custody, and systems infrastructure.²

Approach

GGBwealthcare describes its approach as independent, tailored, objective, and designed for a small group of families, with transparent and appropriate fees.⁵

FAQs

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Sources

1. https://www.ggbwealthcare.com/
2. https://www.ggbwealthcare.com/the-firm/
3. https://www.ggbwealthcare.com/the-principals/
4. https://www.ggbwealthcare.com/core-services/
5. https://www.ggbwealthcare.com/our-objectives/
6. https://asic.gov.au/online-services/search-asic-registers/professional-registers/

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.