Glenbrook Advisory
 | |
| Private | |
| Industry | Wealth management |
| Founded | 2003 |
| Headquarters | Toronto, Canada |
Area served | Worldwide |
| Services |
|
Number of employees | 60 (2023) |
| Website | glenbrookadvisory |
Glenbrook Advisory is a Swiss-based independent wealth management firm founded in 2003. The company offers investment and wealth planning solutions to clients with complex financial needs. Glenbrook Advisory provides bespoke services in wealth management, wealth planning, investment solutions, and private office services.[1]
With a team of experts specialized in key markets, the company's mission is to help its clients navigate the volatile and unpredictable financial landscape of the present day and age by providing personalized, innovative, and effective solutions. Glenbrook Advisory's commitment to independence, integrity, and building lasting relationships with its clients has made it a trusted partner in wealth management.[2]
History
Glenbrook Advisory was established in 2003 by three Swiss bankers, Sinan Bodmer, Adrian Guldener, and Hans-Joerg Rudloff. These financial advisors had a wealth of experience in the industry and believed there was a better way to serve clients. They sought to provide a model of wealth management based on independence, integrity, and focused entirely on their clients’ best interests.[3]
In breaking away from the traditional bank model, they started a company that would allow them to cultivate even closer ties with their clients and assemble the local and international expertise needed to meet their clients’ financial needs.[4]
The company has since grown to become a leading wealth management company with a team of over 60 experts specialized in key markets. In 2010, Glenbrook obtained regulatory licenses for their offices in Cyprus and Singapore and acquired a stake in FF Marcuard, a wealth management company based in Lugano.
In 2014, the company established Alpinum Investment Management AG in Zurich, an asset manager licensed by FINMA to manage investment funds. In 2018, they acquired a stake in Atlantis Marcuard, a Geneva-based wealth management company.
Glenbrook Advisory's commitment to independence, expertise, and building lasting relationships with its clients has made it a trusted partner in wealth management. The company continues to innovate and provide bespoke solutions to clients with complex financial needs, reshaping the landscape of wealth management.
Services
Glenbrook Advisory provides a range of wealth management services to clients with complex financial needs. The company's services are designed to help clients protect their wealth, manage their assets, and safeguard their legacy for future generations.
Wealth Management
Glenbrook Advisory leverages its independence and expertise to provide investment solutions that meet clients' unique needs. The company's team of experts specialized in key markets offer bespoke advisory services that are tailored to clients' individual requirements.
Wealth Planning
Glenbrook Advisory's solutions are designed to help clients structure their wealth, manage their assets, and prepare for transition. The company's wealth planning services are tailored to each client's unique situation to provide peace of mind and ensure a lasting legacy.
Investment Solutions
Whether clients wish to delegate their investment decisions or take a more active role, Glenbrook Advisory offers best-in-class investment strategies and bespoke advisory services that meet individual needs. The company's investment solutions are designed to help clients grow and protect their wealth.
Private Office
Glenbrook Advisory recognizes that personal plans and projects can create an unwanted burden. The company offers private office services upon request and based on clients' individual needs. This helps clients focus on what matters most, while Glenbrook Advisory takes care of the rest.
Glenbrook Advisory's team of over 60 experts specialized in key markets provides high-performance services for clients in all industries. The company's commitment to independence, expertise, and building lasting relationships with its clients has made it a trusted partner in wealth management.
References
- ↑ "Glenbrook Advisory Reshaping the Landscape of Wealth Management With Innovative Bespoke Solutions". MarketWatch. Retrieved 27 February 2023.
- ↑ "Glenbrook Advisory Recession Fears Rise". 24-7 Press Release Newswire. Retrieved 27 February 2023.
- ↑ Inc, AB Digital. "Glenbrook Advisory Leads the Charge: Using AI to Revolutionize Wealth Management with Conrad Stenmark at the Helm - Ucommune International (NASDAQ:UK)". Benzinga. Retrieved 27 February 2023.
{{cite web}}:|last1=has generic name (help) - ↑ News, E. I. N. (12 January 2023). "Glenbrook Advisory Conrad Stenmark, Senior VP Institutional Trading". EIN News. Retrieved 27 February 2023.
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