Accounts for

Financial Professionals

Accounts for
Financial Professionals

What's your goal?

We offer professional accounts for financial advisers, institutions, and money managers seeking:

  • long-term investment strategies for their clients and/or organizations
  • multi-currency tax-advantaged investments and strategies
  • short-term savings solutions for clients
  • un-matched selection of  investment products and global markets
  • ultra-low-fee core accounts
  • ability to open and manage accounts in 219 countries
  • the most advanced trading and research platforms available

Professional Advisers

If you are a great relationship builder, and you love meeting with clients and providing solutions to their financial needs, our accounts for professional advisers helps you build and maintain client-advisor relationships. Accounts are structured to help you raise new assets and keep your clients up-to-date with current global financial services.

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Institutions

Institutional accounts provide professional support including ongoing research assistance, operational support, investment education and guidance, and more.

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Money Managers

If you prefer to have your client’s assets managed professionally by a partner-firm who specializes in portfolio and investment management, the Money Management account allows you to do what you do best. We deliver professionally managed portfolios for your clients based on a multi-metric criterion, which includes their tolerance for risk, investment goals, financial objectives, tax considerations, and suitability. This fulfills your needs as a professional advisor, allowing you to focus on what you do best.

View account details >

+ Overview

What's your goal?

We offer professional accounts for financial advisers, institutions, and money managers seeking:

  • long-term investment strategies for their clients and/or organizations
  • multi-currency tax-advantaged investments and strategies
  • short-term savings solutions for clients
  • un-matched selection of  investment products and global markets
  • ultra-low-fee core accounts
  • ability to open and manage accounts in 219 countries
  • the most advanced trading and research platforms available

+ Advisers

Professional Advisers

If you are a great relationship builder, and you love meeting with clients and providing solutions to their financial needs, our accounts for professional advisers helps you build and maintain client-advisor relationships. Accounts are structured to help you raise new assets and keep your clients up-to-date with current global financial services.

View account details >

+ Institutions

Institutions

Institutional accounts provide professional support including ongoing research assistance, operational support, investment education and guidance, and more.

View account details >

+ Money Managers

Money Managers

If you prefer to have your client’s assets managed professionally by a partner-firm who specializes in portfolio and investment management, the Money Management account allows you to do what you do best. We deliver professionally managed portfolios for your clients based on a multi-metric criterion, which includes their tolerance for risk, investment goals, financial objectives, tax considerations, and suitability. This fulfills your needs as a professional advisor, allowing you to focus on what you do best.

View account details >

Global Advisers Investment Services

Interested in our services? Speak with a financial professional.

800-832-8514


Ext — 1402


Monday – Friday 8 a.m. to 8 p.m.
Saturday 10 a.m. to 4 p.m.
Eastern time

Adviser

Build a Modern Advisory Practice

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Factor Portfolios

Factor Portfolios

Factor investing involves targeting specific drivers of return across asset classes focusing on both macroeconomics and style. Investing in factors can help improve portfolio outcomes, reduce volatility and enhance diversification.

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Institutional

Get the professional support you’ve been looking for

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Money Management

We deliver professionally managed portfolios for your clients based on a multi-metric criteria, which includes their tolerance for risk, investment…

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Research

Our global research begins with the broadest measure of the overall economy, and then narrows down to individual industries and sectors.

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Research Platforms

We offer several different professional-grade research platforms designed to help you make better decisions about your investment choices.

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Securities Financing Global Advisers

Securities and Trading

Global Advisers’ Securities & Trading services use the most modern trading and research platforms available. We employ the most advanced trading and …

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Securities Financing

Securities Financing Services are backed by our dedication to providing full-service wealth and investment management solutions to our customers. If you have…

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Trading Platforms

Optimize your trading speed and efficiency with the Galleon Investment Management Trading Platform. Available in mobile, desktop, and HTML-based systems…

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