Your clients. Your practice. Institutional support behind you.
You have built the relationships and earned the trust. GDW helps you serve those clients fully and independently, putting an institutional product shelf, modern technology and proper licensing behind you, so you can give every client your best work and be rewarded for it.
Independence, with institutional support.
A complete product shelf
An institutional, multi-asset range curated from a wide universe, so you can advise across a client’s comprehensive financial picture.
Your own AI team
An always-on assistant that handles analysis, research and administrative work, so you can spend more of your time with clients.
Regulatory foundation
Operate with the support of GDW’s Hong Kong SFC licences and ADGM in-principle approval, under a clear compliance framework.
Aligned economics and ownership
Advisors share in the value they create, including through equity. You build GDW with us, and own a piece of it.
Experienced advisors from private banks, securities firms, insurers and independent practices who have the client relationships and want a better way to serve them.
Exploring your next move? Every conversation is confidential and without obligation.
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