Insights

Global access Target professional intermediaries seeking cross-border investment opportunities, highlighting GWMS’s capability to transact in over 80 countries and provide access to regulated products from high-quality providers.

Support focus Leverage GWMS’s dedicated back-office and responsive sales support as a selling point to audience segments that value operational efficiency and seamless processing in commission tracking and product onboarding.

Regulatory trust Emphasize the FCA authorization and compliance pedigree to financial advisers and institutions looking for regulated, trustworthy partners with robust governance.

Tech enablement Position GWMS’s tech stack and bespoke commission systems as a differentiator for firms prioritizing streamlined tech integration, data visibility, and efficient partner portals.

Scale readiness With modest employee footprint but broad product access and global reach, present GWMS as a cost-efficient, scalable alliance for boutique fund managers and private banks seeking expansion and diversified product access.

Similar companies to Global Wealth Management Solutions

Global Wealth Management Solutions Tech Stack

Global Wealth Management Solutions uses 8 technology products and services including Joomla, Microsoft Azure DNS, Microsoft 365, and more. Explore Global Wealth Management Solutions's tech stack below.

Global Wealth Management Solutions's Email Address Formats

Global Wealth Management Solutions uses at least 2 email formats:
Global Wealth Management Solutions Email FormatsExamplePercentage
First.Last@globalwms.comJohn.Doe@globalwms.com
73%
FLast@globalwms.comJDoe@globalwms.com
27%

Frequently Asked Questions

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

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

How much revenue does Global Wealth Management Solutions generate?

Minus sign iconPlus sign icon
As of September 2026, Global Wealth Management Solutions's annual revenue is estimated to be $1M - $10M.

What is Global Wealth Management Solutions's NAICS code?

Minus sign iconPlus sign icon
Global Wealth Management Solutions's NAICS code is 52 - Finance and Insurance.

How many employees does Global Wealth Management Solutions have currently?

Minus sign iconPlus sign icon
As of September 2026, Global Wealth Management Solutions has approximately 6 employees across 5 continents, including Europe, North America and Africa. Key team members include President: M. R., Head Of Institutional Sales Asia: J. B. and 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?

Minus sign iconPlus sign icon
Global Wealth Management Solutions operates in the Financial Services industry.

What technology does Global Wealth Management Solutions use?

Minus sign iconPlus sign icon
Global Wealth Management Solutions's tech stack includes Joomla, Microsoft Azure DNS, Microsoft 365, Font Awesome, Google Fonts API, Azure Active Directory, Google Cloud and PWA.

What is Global Wealth Management Solutions's email format?

Minus sign iconPlus sign icon
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?

Minus sign iconPlus sign icon
Global Wealth Management Solutions was founded in 2003.
Global Wealth Management Solutions logo

Global Wealth Management Solutions

Financial ServicesEngland, United Kingdom2-10 Employees

Global Wealth Management Solutions is a Milton Keynes-based financial services firm that provides access to leading financial products and markets globally for professional intermediaries. It conducts business in more than 80 countries and serves independent financial advisers, boutique fund managers, private banks and institutions, supported by an experienced team and a solid track record. The company is authorized and regulated by the Financial Conduct Authority.

It offers access to regulated products from high-quality providers to help clients compete in a global marketplace, complemented by responsive sales support and a dedicated back-office function. It also provides consistency in charges, commission rates and currency classes, along with bespoke systems for commission and business processing.

Section iconCompany Overview

NAICS Code
52 - Finance and Insurance
Founded
2003
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

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

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.