OUR INVESTMENT PHILOSOPHY
At Gatel Finance, our investment philosophy is guided by our commitment to making a positive impact. As we witness a global economic transformation focused on human and economic progress, we are also seeing a shift towards sustainability in the investment landscape.
This philosophy is supported by model portfolios with a proven track record of outperforming the market and is anchored on the following principles:
SUSTAINABLE INVESTING
CAPITAL PRESERVATION
ABSOLUTE RETURN FOCUS
We target investments that maximise financial returns based on good governance and strategic intent to create a positive impact on the community and the environment.
Investment markets regularly undergo periods of inefficient pricing and by being disciplined and analytical, this provides investment opportunities to maximise returns in the long-term.
The cyclicality of markets affects investors ability to compound their assets over time. Thus, our focus on absolute returns aims to minimise the negative impacts of such swings while harnessing positive returns for portfolios.
Leveraging networks
At Gatel Finance, we are guided by both independence and partnership. Over the years, we have built long-lasting relationships with financial institutions, corporations, specialist firms, and other families. Our extensive network extends beyond the financial sector, connecting with businesses across our wider ecosystem and expanding our access to a diverse array of high-quality global intelligence as we advise client families.
To provide expert and comprehensive solutions, our teams collaborate to identify optimal strategies, pool resources, and create exclusive opportunities tailored to our clients’ long-term objectives.
We offer a seamless suite of services through our networks, including:
Portfolio management
Compliance and risk management
Private investment evaluation
Consolidated reporting of global family assets
Private investment fund management
Private investment deals (private equity, private capital, venture capital, alternative asset classes)
Financial and legal operations
Explore a new era of wealth with your very own family office
Speak with us to learn more about our range of family office services.
