GAM

GAM’s risk-rated model portfolios cover a range of risk/return profiles, from capital preservation to full equity market participation and are available in a simple, unitised structure. This unique offering, known as the GAM Personalised Collective Account (PCA) is VAT exempt, cost-efficient, particularly for smaller clients and supported by tailored, full look-through reporting which shows asset allocation breakdowns, every single line item and percentage holding, unit price and shares as well as performance from the date the client investedGAM PCA streamlines the adviser’s administration work to one line item.  Yet, the reporting and service available is identical to that offered through segregated accounts.

 

 

Advancing the potential of capital.

At GAM we put clients’ capital to work to help them achieve their aspirations.

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Investing. It's personal.

GAM risk-rated model portfolios can be accessed in a a simple, cost-efficient, unitised structure, known as the GAM Personalised Collective Account.

ABOUT US

GAM is one of the world’s leading independent, pure-play asset managers. We provide investment solutions and products for institutions, financial intermediaries and private investors. Putting clients’ capital to work to help them achieve their aspirations has been GAM’s guiding principle since its inception in 1983. The broad range of risk/reward profiles in diversified strategies offered by the firm certainly bears testament to this philosophy. We have a long track record of building close partnerships with professional advisers – we base this success on our commitment to personal service and the virtues of quality, integrity and reliability.

OUR INVESTMENT SERVICES

There are two parts to GAM’s business. We have a range of single strategy funds covering equities, fixed income and absolute return. We also have a multi-asset portfolio solutions business, within which sits our model portfolio service and a range of bespoke discretionary portfolios.

The GAM Model portfolio service comprises 5 risk-rated model portfolios which cover a range of risk/return profiles, from capital preservation to full equity market participation. The models are managed to volatility boundaries and not to asset allocation. This has proved particularly helpful in recent markets where having an overweight position to any particular asset class could have resulted in difficult returns.

There are two ways to access the GAM Model portfolio service: as a traditional model portfolio offering, directly with GAM or via platforms, or through a simple, unitised structure – the GAM Personal Collective Account (PCA). GAM PCA is cost-efficient, particularly for smaller clients, and has a number of efficiencies with regards to CGT. Additionally, there is no VAT charged as the client is invested in a fund and not a service.

A unique, cost efficient solution

GAM’s risk-rated model portfolios cover a range of risk/return profiles, from capital preservation to full equity market participation and are available in a simple, unitised structure. This unique offering, known as the GAM Personalised Collective Account (PCA) is VAT exempt, cost-efficient, particularly for smaller clients and supported by tailored, full look-through reporting which shows asset allocation breakdowns, every single line item and percentage holding, unit price and shares as well as performance from the date the client invested. GAM PCA streamlines the adviser’s administration work to one line item. Yet, the reporting and service available is identical to that offered through segregated accounts.

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THE FIVE RISK RATED STRATAGIES IN OUR MODEL PORTFOLIO SERVICE

DEFENSIVE

The GAM MPS Defensive Portfolio has a strong focus on capital protection with a limited participation in equity market growth. The strategy is managed with a low attitude to risk, targeting volatility of 4.2 – 6.3% p.a.

Strategy Sheet PDF ›

CAUTIOUS

The GAM MPS Cautious Portfolio has a focus on capital protection with a moderate participation in equity market growth. It is managed with a low attitude to risk and has a volatility target of 6.3 – 8.4% p.a.

Strategy Sheet PDF ›

BALANCED

The GAM MPS Balanced Portfolio aims for a balance of capital protection and participation in equity market growth. It is managed with a medium attitude to risk and has a volatility target of 8.4 – 10.5% p.a.

Strategy Sheet PDF ›

GROWTH

The GAM MPS Growth Portfolio has a strong focus on participation in equity market growth with an element of capital protection. Managed with a high attitude to risk, it targets volatility of 10.5 – 12.6% p.a.

Strategy Sheet PDF ›

GLOBAL EQUITY

The focus of the GAM MPS Global Equity Portfolio is to capture the returns available from global equity markets. This strategy is managed with a high attitude to risk and has a volatility target of 12.6 – 14.7%.

Strategy Sheet PDF ›

MEET THE TEAM


Douglas Branson

Head of UK Distribution

London
t. 020 7393 8815


Duane Hasnip

Client Manager

East & North
t. 075 8404 3462
e. duane.hasnip@gam.com


Emma Howard

Client Manager

London & Strategic Partnerships
t. 077 3310 6047
e. emma.howard@gam.com


Sean Cooney

Client Manager

South & Wales
t. 020 7363 8818
e. sean.cooney@gam.com


Tony Morton

Client Manager

North West
t. 077 8820 8945
e. tony.morton@gam.com

Request a bespoke investment proposal

As part of our personalised reporting service, we also provide bespoke Investment Proposals for use with your clients.
To receive a bespoke proposal which includes your details, click the button below to send us an email with the required information.
We will endeavor to send you a bespoke Investment Proposal within one working day.

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WE’D LOVE TO HEAR FROM YOU

Our team are here to answer any questions you may have about our range of discretionary investment solutions.
Submit an email enquiry via the form below and we’ll respond to your message as soon as we can.