Global Wealth Management SA

Overview

GWM Group Holding SA presents Global Wealth Management SA as an independent financial asset management group founded in 2000. The group focuses on European alternative investments for institutional clients and operates across London, Luxembourg, Malta, Milan and Rome with more than 50 professionals.

GWM reports approximately USD 2.5bn in assets advised or managed across real estate and hedge funds as of June 2023.

History

Founded in 2000, GWM has developed into a European alternative investment group with capabilities spanning real estate equity, real estate debt, distressed credit and liquid strategies.

Timeline

1. 2000GWM Group Holding SA presents Global Wealth Management SA as an independent financial asset management group founded in 2000.
2. 2023GWM reports approximately USD 2.5bn in assets advised or managed across real estate and hedge funds as of June 2023.

Leadership

Roberto Tamburrini is Managing Partner and Group Chairman. Peter Sartogo is Managing Partner. Matteo Cidonio is Managing Partner and Co-CIO of the real estate debt and equity strategies.

Gennaro Giordano is Managing Partner and Co-CIO of the real estate debt and equity strategies. Antonino Errigo is Managing Partner and COO of the Italian branch.

Services

GWM’s real estate strategy invests in European private equity value-add opportunities across core to opportunistic risk profiles, with an emphasis on lease-up, repositioning and redevelopment.

Its distressed debt strategy targets large single-name non-performing and sub-performing real estate-secured loans. The approach combines real estate and debt-restructuring expertise with active loan management.

The commercial real estate debt strategy invests across the capital structure in European acquisition, development and refinancing opportunities, supported by origination and credit underwriting.

GWM’s liquid strategies include merger arbitrage across announced, pre-announced and M&A-driven situations. The strategy has global flexibility and focuses on issuers located in or exposed to Europe.

What the firm offers

• Investment management
• Private and alternative investments

Client Focus

GWM’s institutional investor base includes pension funds, government agencies, funds of funds and insurance groups. The group also works with limited partner investors and co-investment partners.

Approach

GWM describes its philosophy as aligning investor and business interests through transparent, conflict-free advice and best execution.

GWM Capital Advisors LLP states that it is authorised and regulated by the UK Financial Conduct Authority to provide investment advisory business for professional clients or eligible counterparties.

GWM Asset Management Ltd is described as an alternative investment fund manager regulated by the Malta Financial Services Authority and authorised to conduct business with professional clients, including collective investment schemes.

Assets

The group reports approximately USD 2.5bn in assets advised or managed across real estate and hedge funds as of June 2023.

FAQs

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Sources

1. GWM Group Holding SA
2. GWM Team
3. GWM Investment Strategies
4. GWM Terms and Conditions

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.