GARD ASSETS

Financial legacy with honesty and precision

Discreet Portfolio Management and Strategic Planning

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About Gard Assets

Gard Assets is a professional portfolio management company created with the objective of growing clients' wealth and revenues, as well as building their financial and institutional legacy.

We preserve our clients' privacy and confidentiality, developing our business through high quality service and ethical standards.

A working desk with market charts, a notebook and reading glasses

Services

Market charts on a laptop screen beside printed research

Portfolio Management

  • Portfolio structuring, according to the client's individual preferences, risk tolerance and return goals
  • Selection of investment targets through a proactive search & selection process and a scrupulous due diligence
  • Planning investment & exit strategies based on market trends and target company's development cycles
  • Representation of investors on Boards of directors of investee companies, ensuring strategic management control and oversight
  • Creation of local investment management teams and their oversight in locations of strategic investments
Financial reports and cash-flow plans laid out across a meeting table

Financial planning

  • Personal and corporate financial plans including month-by-month cash flow and strategic capital allocation plans
  • Individually developed legal structures aimed at meeting the clients' personal and corporate objectives, mitigating risks and optimizing taxation
  • Fractional CEO/CFO or advisory assistance ensuring smooth execution of the financial plans
  • Financial performance analysis, forecasting and risk mitigation plans based on multiple development scenarios
  • Representation of client's interests before banks, financial institutions, investors and lenders

Sectors

  • Airport terminal concourse

    Infrastructure

    • Ports
    • Airports
    • Water supply
    • etc.
  • Fibre-optic network equipment

    Technology

    • Digital platforms
    • Hardware innovations
    • Mobile technology
    • etc.
  • Rows of crops on a working farm

    Agriculture

    • Crop production
    • Soil care
    • Supporting technologies
    • etc.
  • Industrial power control cabinet

    Energy

    • Oil & Gas
    • Renewable power
    • Innovative energy solutions
    • etc.
  • City skyline of residential and commercial buildings

    Real Estate

    • Residential
    • Commercial
    • Industrial
    • Land
  • Precision industrial machinery

    Industrials

    • Machinery
    • Construction
    • Building materials
    • etc.

Advantages

  • Office towers seen from the street below

    High ethical standards

    Honesty and morals are non-negotiables in our business

  • A city skyline in silhouette at dusk

    Confidentiality

    Protecting client's privacy and sensitive information is our priority

  • Close view of precision engineering

    Precision

    While managing volumes we pay attention to details

  • Stone facades along a quiet business avenue

    Discretion

    Trust is the currency that we don't trade

  • Architectural detail of a building facade

    Particularities

    With the big picture in mind we do micromanage processes that need our involvement

  • A printed financial report being reviewed

    Accurate reporting

    Timely and nuanced communication is as important as scrupulous bookkeeping

Contact

A financial district after dark

Our financial advice is based on well-researched data and multi-scenario forecasting models.

We make financial decisions with a quiet mind, regardless of how turbulent the external events are.

We reply to every enquiry personally.