iGuard... Out Smart the stock markets
Your peace of mind in turbulent times
iGuard is a total financial solution designed to address the needs of international investors.
The investment process Guardian GS work with you to design your perfect financial plan
A quantitative test to understand your psychological approach to investment risk
A range of Model Portfolios built independently and designed in line with your personal risk matrix
Your model is managed daily with direct reporting via the award winning portal
When you open your iGuard account you give permission to a team of experienced investment professionals to manage your portfolio and make changes to it without the need to tell you in advance.
You can invest in a range of currencies and your portfolio will be managed in line with your investment objectives and tolerance for risk. Should the Manager need to make a change, the platform technology allows them to make just one switch which changes across all clients invested in that Model.
You will have regular meetings with your advisor to review the ongoing suitability of the portfolio and ensure it remains appropriate for your attitude to risk. You will be kept up to date with any changes to your portfolio and your Managers’ rationale behind them.
The advantage of this discretionary service is that the Fund Manager can react and make changes quickly without needing agreement from you; especially important if you are not contactable for any reason. In addition the Fund Manager can choose from almost any investment available in the world meaning you don’t have to research and find the right fund; it’s all done for you.
And having such a diverse range of investments at your disposal it means you can achieve above average returns with below average volatility.
iGuard is extremely versatile and fits with most kinds of investment vehicle:
Whether you have an existing fund and would like to encourage better growth in the underlying investments or whether you are trying to improve the performance of your existing pension iGuard, fits into most schemes seamlessly.
Offshore portfolio bonds can be a great way of improving your tax efficiency while you are abroad however the products themselves don’t necessarily attract growth. Within your bond you need to ensure you have a robust investment portfolio, driving growth in line with your expectations.
Whether you are opening a new, or already have an existing, portfolio bond, iGuard fits into most leading offshore and onshore plans.
For those international investors seeking a very simple multi-currency investment solution to meet their risk appetite, iGuard can be accessed directly via our award winning platform based in jersey. With initial charges from as little as 2% it is an extremely cost effective solution to multi-currency investments.
With so many different providers and solutions on the market today it can be hard to know which advice to trust.
Guardian GS is the global arm of Guardian Wealth Management, a UK regulated international financial planning firm with over 7,000 clients and over half a billion US dollars under management.
Guardian GS has been specifically created to assist clients in the more remote areas of the world and uses the latest online technology to ensure you are in touch with your money, and your planner, wherever you may be living.
All of our Planners are qualified to provide financial advice from the jurisdictions in which they operate.
Guardian boasts being one of the few Planning companies to have an in-house Investment Committee comprising both internal and external specialists. All overseen by our own in-house Chartered Financial Analyst.
Guardian GS is fully independent and can choose from an extensive range of potential solutions. However the most important decision is the security of where your money is held. Guardian mainly use UK Crown Dependencies or territories with similar protection and the same transparent regulations.
It is important you are confident that the advice you receive is truly independent. Guardian can offer a range of pricing options including fixed fee, initial fees or provider based. You can be sure though that all charges are transparent and you know how much it will cost and what you can expect before opening any plan.
Guardian GS has a number of options for keeping in touch. Depending the service you choose we hold interactive web meetings, online conferencing and Seperately Managed Account (SMA) investor platforms with cutting edge client portals. Our SMA platform provided by Praemium International recently won the Lonsec Awards for best investment platform. Guardian GS uses client portal technology to manage the application process, taking away as much of the hassle from you as possible.
He has always taken time to explain the benefits and risks of each investment and has exhibited a broad and current knowledge of the investments available. I am happy to recommend Guardian GS to anyone looking for honest and expert help in this area.
He and Guardian have provided clear simple yet thorough explanations - I’ve never felt pressured into making a decision, more delighted, because he’s provided me with a 100% watertight business case and explanation every time.
Integrity assured. I can’t recommend him highly enough.