Services

Premium Investment Services

Our wide range of investment capabilities is designed to support a variety of financial objectives.

Our Services

Our wide range of investment knowledge is designed to support a variety of financial objectives.

Our mission is to provide our customers with a world-class experience in the wealth management services.

Wilmer Gibson is an independent wealth management firm that manages investment portfolios for high net worth private clients as well as select institutional investors, including family offices, foundations, endowments and both public and private pension plans.

We are is committed to meet the needs of our customers – preserving their capital, managing risk, and delivering strong long-term investment returns over differing economic and market cycles.

We offer wide range of capabilities across major equity, fixed income and alternative asset classes, delivered through a diverse set of investment vehicles.

The experienced investment professionals from our Client Wealth Management team, advise our customers on which combination of our portfolio models would be appropriate for their investment goals, and in what relative proportions. The team is seasoned and experienced, with a proven talent for assessing risk and structuring a client’s assets in a manner consistent with their investment objectives. We do not hire salespeople; rather, we have assembled a team of investment professionals who are driven to deliver the highest level of client service and who genuinely enjoy the relationships we establish with our clients.

We consider that our strong investment returns are the result of the efforts of our experienced, cohesive and highly motivated Investment Management team, our focus on generating strong absolute, rather than relative, investment returns, and our disciplined risk management process.

Equity

  • Market cap
  • Investment style
  • Developed/emerging
  • Sector
  • Quantitative
  • Directional long/short

Fixed Income and Money Market

  • Cash management
  • Duration
  • Sector
  • Investment grade/High yield
  • Developed/emerging
  • Tax-free bonds

Balanced

  • Active balanced
  • Risk parity
  • Target maturity
  • Target risk
  • Traditional balanced

Alternative

  • Absolute return
  • Market neutral
  • Multistrategy
  • Private equity
  • Fund of funds
  • Buyout, emerging
  • Capital protection
  • Commodities
  • Financial structures
  • Credit arbitrage
  • Opportunistic
  • Real estate
  • Public real estate securities
  • Private direct

Diverse Investment Vehicles

  • Institutional separate accounts
  • Collective trusts
  • Mutual funds (open/closed end, on/offshore)
  • Exchange-traded funds (ETFs)
  • Unit investment trusts (UITs)
  • Private placements
  • Subadvised
  • Separately managed accounts/unified managed accounts
  • Variable insurance funds
  • Customized solutions