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 providing multi-jurisdictional expertise and top-quality advisory services.
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 as its assumes an 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, coordinate the various professionals involved, supervise the implementation of the strategy as a whole and conduct periodic suitability reviews on an ongoing basis.
All our trusted advisors have a track record 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 numerous leading companies, and are ideally placed to understand the issues they face.