Complete solution

for wealth managers and Independent Financial Advisers for execution, settlement, portfolio accounting and custody on a seamless platform

  • WHAT WE DO

    WEALTH SOLUTIONS

  • OUR SERVICES

    WEALTH SOLUTIONS

  • WHO WE WORK WITH

    WEALTH SOLUTIONS

  • THE TEAM

    WEALTH SOLUTIONS

GPP offers a seamless, end-to-end solution for discretionary wealth and investment managers. This encompasses client relationship and portfolio management, a white-labelled client portal and app, tailored client reporting, plus access to our established global execution, settlement and custody services.

Execution is provided on a multi-asset basis, covering securities, ETFs and collective investment schemes. We can also support tax wrappers and assist with offshore custody.

OUR CLIENTS

We work with a diverse range of professional clients including IFAs, discretionary and advisory fund managers, and family offices and private investment offices.

OUR PARTNERS

Our links to selected partners, coupled with our in-house capabilities, allow us to provide a comprehensive and seamless offering to clients wishing to avail of a broad range of products and services under one roof.

PEOPLE

Tom joined GPP as Head of Sales, Broker-Dealers and Intermediaries.

He was previously Vice President at State Street and Executive Director at JPMorgan.

Tom has also been UK Head of Sales at Pershing and Sales Director at Broadridge.

[email protected]

Tom Wooders

Head of Sales, Clearing and Wealth Solutions

Richard joined the company in 2018 to help grow and develop GPP’s wealth solutions arm. Previously, he was Head of Sales at Platform Securities, part of the FIS group.

Richard has over 10 years’ experience within financial services, including time at Fidelity Investments and the TD Bank Group.

[email protected]

Richard Shiel

Wealth Solutions Sales and Account Manager

Andy Milne

Head of Wealth Client Services

GET IN TOUCH WITH OUR WEALTH SOLUTIONS TEAM

NEWS

AWARDS AND ACCREDITATION

GPP Wealth Solutions have received the 2018 GoodAccredited award which recognises the high level of customer satisfaction for our systems and service.We are also very pleased to have been nominated for the 2018 Systems in the City Awards!

Read More