Insights

Global Market Access The company offers access to financial products and markets across more than 80 countries, presenting opportunities to provide international expansion solutions and cross-border investment platforms to their professional intermediaries.

Technology Integration Using a tech stack that includes Joomla, PHP, Google Tag Manager, and CRM support tools, there is potential to introduce advanced analytics, automation, or customized digital solutions to optimize client onboarding and service delivery.

Client Support Focus With dedicated back-office and sales support teams, the company values high-quality client service; targeted offerings could include enhanced CRM integrations, training modules, or support software to elevate customer satisfaction and operational efficiency.

Growth Potential Revenue range between $1 million and $10 million indicates room for expansion in service offerings or market segments, making it an opportune time to propose scalable financial technology solutions and strategic partnerships.

Regulatory Alignment Being authorized and regulated by the Financial Conduct Authority suggests opportunities to collaborate on compliance management tools, reporting systems, or regulatory technology that streamlines adherence and reduces risks.

Similar companies to Global Wealth Management Solutions

Global Wealth Management Solutions Tech Stack

Global Wealth Management Solutions uses 8 technology products and services including cdnjs, jQuery CDN, Joomla, and more. Explore Global Wealth Management Solutions's tech stack below.

  • cdnjs
    Content Delivery Network
  • jQuery CDN
    Content Delivery Network
  • Joomla
    Content Management System
  • Microsoft 365
    Email
  • Google Fonts API
    Font Scripts
  • FancyBox
    Javascript Libraries
  • PHP
    Programming Languages
  • Google Tag Manager
    Tag Management

Media & News

Global Wealth Management Solutions's Email Address Formats

Global Wealth Management Solutions uses at least 1 format(s):
Global Wealth Management Solutions Email FormatsExamplePercentage
First.Last@globalwms.comJohn.Doe@globalwms.com
37%
FLast@globalwms.comJDoe@globalwms.com
13%
First.Last@globalwms.comJohn.Doe@globalwms.com
37%
FLast@globalwms.comJDoe@globalwms.com
13%

Frequently Asked Questions

Where is Global Wealth Management Solutions's headquarters located?

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Global Wealth Management Solutions's main headquarters is located at Milton Keynes, Buckinghamshire GB. The company has employees across 3 continents, including EuropeNorth AmericaAsia.

What is Global Wealth Management Solutions's official website and social media links?

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Global Wealth Management Solutions's official website is globalwms.com and has social profiles on LinkedIn.

What is Global Wealth Management Solutions's NAICS code?

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Global Wealth Management Solutions's NAICS code is 52 - Finance and Insurance.

How many employees does Global Wealth Management Solutions have currently?

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As of October 2025, Global Wealth Management Solutions has approximately 8 employees across 3 continents, including EuropeNorth AmericaAsia. Key team members include President: M. R.Head Of Institutional Sales Asia: J. B.Head Of Client Services: S. C.. Explore Global Wealth Management Solutions's employee directory with LeadIQ.

What industry does Global Wealth Management Solutions belong to?

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Global Wealth Management Solutions operates in the Financial Services industry.

What technology does Global Wealth Management Solutions use?

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Global Wealth Management Solutions's tech stack includes cdnjsjQuery CDNJoomlaMicrosoft 365Google Fonts APIFancyBoxPHPGoogle Tag Manager.

What is Global Wealth Management Solutions's email format?

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Global Wealth Management Solutions's email format typically follows the pattern of First.Last@globalwms.com. Find more Global Wealth Management Solutions email formats with LeadIQ.

When was Global Wealth Management Solutions founded?

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Global Wealth Management Solutions was founded in 2003.

Global Wealth Management Solutions

Financial ServicesBuckinghamshire, United Kingdom2-10 Employees

Global Wealth Management Solutions provides access to leading financial products and markets globally to professional intermediaries, transacting business in over 80 countries. 

Thanks to our highly-experienced team, excellent service levels and strong track record, we are trusted by Independent Financial Advisers, boutique fund managers, private banks and institutions. We offer an exceptional portfolio of products and investment options from reliable sources.

With GWMS, you can access regulated products from high-quality providers to help you to thrive in a highly competitive global marketplace. GWMS can offer you:

- Highly-responsive and effective sales support, with access to all the key resources you need.
- A dedicated back-office team that understands your needs.
- Commonality of charges, commission rates and currency classes.
- Bespoke systems dedicated to commission/business tracking and processing.

Global Wealth Management Solutions LLP is authorised and regulated by the Financial Conduct Authority (ref 678746).

Section iconCompany Overview

Headquarters
Milton Keynes, Buckinghamshire GB
NAICS Code
52 - Finance and Insurance
Founded
2003
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    Global Wealth Management Solutions's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Global Wealth Management Solutions's revenue is estimated to be in the range of $1M$10M

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