Gatsby & White is an independent, privately-owned company defined by its integrity and freedom to offer impartial advice. We are pro-active, fast-moving and committed to multi-jurisdictional expertise and top-quality advisory service.
A truly, independent intermediary is essential to mitigate the increasing regulatory risks run by wealth managers and to deliver expert, unbiased advice that places the client’s interests first.
Gatsby & White has no conflict of interest with its business partners or its clients due to its exclusive trusted advisory role. It does not undertake direct client acquisition, nor does it offer investment funds, investment management, investment advice, asset management, wealth planning, legal or tax advice, or corporate and trust services.
As trusted advisors, we guide the clients’ wealth planning according to the family office model: we introduce the most suitable providers, co-ordinate the various professionals involved, supervise the implementation of the strategy as a whole and conduct periodic suitability reviews on an on-going basis.
All our trusted advisors have track records comprising more than 15 years of expertise and experience in life insurance and private banking. They have guided personal wealth planning for private clients of leading companies, and are well placed to understand the issues they face.