Our principal objective is to enhance and protect your wealth.
Giles Wade is a boutique strategic and investment advisory firm. We deliver quality advice and premium financial strategies to help individuals, family groups and not-for-profits create, grow and protect their wealth.
We tailor our solutions to your specific circumstances. Our approach ensures transparency and alignment of interests, fundamental to building a successful, long-term relationship. You, our client, always comes first.
We offer a comprehensive investment advice and asset management service. Our principal objective is to enhance and protect your wealth, underpinned by tax-efficient cash flow, cost minimisation and strong governance. While we may consult externally with advisers in specialist fields, we never outsource responsibility.
What sets us apart?
We charge fees based on the level of service and advice we deliver, and these fees are quoted and agreed upfront. There are no hidden costs, charges or surprises. As our offering is not based on commissions or product-based incentives, you know you are getting what we believe is the right advice for you.
Giles Wade is majority owned by management and staff. A Swiss bank has minor equity stake, which provides us with the benefits of international resources without the constraints or conflicts of institutional ownership.
Why choose Giles Wade?
Giles Wade has a strong record of partnering with private and multi-family office clients, trusts, charities, superannuation funds and intermediaries to create and preserve wealth.
We regard our clients as partners in our business. We make it our mission to educate, empower and support you and make sure your financial situation meets your personal needs and goals.
At Giles Wade, our philanthropic service has two focuses; to work closely with a range of not-for-profit organisations and help our clients realise their philanthropic aspirations.