Founded in 2004, GIS is a financial services company that offers a wide variety of services to institutional, family office and high net worth clients.
GIS’s main focus is global settlement and safe custody services, which account for about 70% of its turnover (2018). GIS also offers a range of wealth management, foreign exchange, stockbroking, corporate finance and payment service solutions to its predominantly professional client base.
Over the past 3 years alone, the GIS team has administered over 250,000 transactions with settlement values exceeding £50 billion.
GIS is:
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FCA regulated and has been member of the London Stock Exchange since 2009
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An authorised payments institution since April 2017
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HMRC-approved manager of Stocks and Shares ISAs
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Qualified Intermediary in the United States
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Listed on the Inc. 5000 Europe 2017 of fastest growing private companies
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Visit the Global Investment Strategy UK website for more information
As a result of growing client enquiries and peer group analysis, the Board has now established a wholly owned subsidiary company (Global Investment Strategy HK Limited) and offices in Hong Kong. It has further submitted an application to the SFC for the appropriate regulatory approvals to provide custody and settlement services to clients in the Asia Pacific region.
This new opportunity will allow GIS to provide a more competitive offering to existing clients as well as develop new revenue streams where we intend to develop coverage for larger family offices in that time zone as well as global funds currently under-resourced by their existing service providers. Over the medium term, we also see this expansion as a conduit allowing us to service Asian-based asset managers with an interest in our core UK offering and we are evaluating the KYC implications of this as part of our initial expansion.
We also believe that a regulated local presence in Hong Kong will assist our UK Platform through identifying new technology based efficiencies for our global clients.
We anticipate that the licensing approval process will be completed by the end of the second quarter of the current financial year and have retained a Hong Kong based consultancy to project manage this expansion responsibly and cost effectively. This consultancy has clear reporting duties and channels to our UK team.
Once again GIS seeks to leverage off its operational capabilities and attract new clients in one of the world’s most dynamic and entrepreneurial markets. The Asia Pacific markets offer an opportunity for GIS to grow revenues and profitability with limited impact on operating costs.
We have already started soft marketing in the region and hope to build on the existing client base we already have there.
Visit the Global Investment Strategy HK website for more information
Synergis was formed to issue a range of bonds and invest those funds in low-risk property related assets, however, the launch of the business has been postponed indefinitely.
Founded in 2004, GIS is a financial services company that offers a wide variety of services to institutional, family office and high net worth clients.
GIS’s main focus is global settlement and safe custody services, which account for about 70% of its turnover (2018). GIS also offers a range of wealth management, foreign exchange, stockbroking, corporate finance and payment service solutions to its predominantly professional client base.
Over the past 3 years alone, the GIS team has administered over 250,000 transactions with settlement values exceeding £50 billion.
GIS is:
- FCA regulated and has been a member of the London Stock Exchange since 2009
- An authorised payments institution since April 2017
- HMRC-approved manager of Stocks and Shares ISAs
- Qualified Intermediary in the United States
- Listed on the Inc. 5000 Europe 2017 of fastest growing private companies
Visit the Global Investment Strategy UK website for more information
As a result of growing client enquiries and peer group analysis, the Board has now established a wholly owned subsidiary company (Global Investment Strategy HK Limited) and offices in Hong Kong. It has further submitted an application to the SFC for the appropriate regulatory approvals to provide custody and settlement services to clients in the Asia Pacific region.
This new opportunity will allow GIS to provide a more competitive offering to existing clients as well as develop new revenue streams where we intend to develop coverage for larger family offices in that time zone as well as global funds currently under-resourced by their existing service providers. Over the medium term, we also see this expansion as a conduit allowing us to service Asian-based asset managers with an interest in our core UK offering and we are evaluating the KYC implications of this as part of our initial expansion.
We also believe that a regulated local presence in Hong Kong will assist our UK Platform through identifying new technology based efficiencies for our global clients.
We anticipate that the licensing approval process will be completed by the end of the second quarter of the current financial year and we have retained a Hong Kong based consultancy to project manage this expansion responsibly and cost effectively. This consultancy has clear reporting duties and channels to our UK team.
Once again GIS seeks to leverage off its operational capabilities and attract new clients in one of the world’s most dynamic and entrepreneurial markets. The Asia Pacific markets offer an opportunity for GIS to grow revenues and profitability with limited impact on operating costs.
We have already started soft marketing in the region and hope to build on the existing client base we already have there.
Visit the Global Investment Strategy HK website for more information
Synergis was formed to issue a range of bonds and invest those funds in low-risk property related assets, however, the launch of the business has been postponed indefinitely.
