Investment Adviser

Gallium has extensive experience in the provision of investment advisory services to both on-shore and off-shore fund vehicles. We specialise in providing such services to the financial services sector, ranging from start-ups to established funds and we can accommodate a variety of fund structures and asset classes.

The Client

Gallium has assisted numerous clients including:

  • investment fund managers
  • asset managers
  • property managers
  • property developers
  • private equity managers
  • forex traders
  • loan providers
  • fund administrators
  • institutional investors
  • local authorities
  • property surveyor firms

The Service

Gallium works with clients that have specialist asset management knowledge and experience but lack the necessary regulatory permissions to conduct investment business. Gallium also works with funds that are registered off-shore but invest in assets situated in the UK. Gallium provides the regulated service of providing investment advice thus enabling fund managers or board directors to proceed with the purchase or sale of assets in accordance with the investment criteria of the funds as set out in the fund documentation.

Gallium has experience of a variety of asset classes. Our due diligence process is carried out within a structured framework designed to ensure that the fund managers do not breach the investment criteria and also to identify and address potential risks. We identify specific strengths and weaknesses to enable fund managers to make their investment decisions.

Next Step

If you are interested in the investment adviser service then please contact us to obtain further information and to arrange a meeting to discuss your requirements in more detail.

Gallium’s primary aim is to enable its clients to create exciting investment opportunities

Click here to download Investment Adviser Brochure