Insights

Global access Offer to expand distribution channels by highlighting GWMS's ability to transact in over 80 countries, presenting a path for partners to reach a wider professional intermediary network and international clients.

Back-office leverage Position value on GWMS's dedicated back-office and commission tracking capabilities to reduce client onboarding friction, improve settlement speed, and enhance efficiency for intermediaries and boutique managers.

Regulated trust Emphasize FCA regulation and risk controls to attract asset managers and financial intermediaries seeking compliant access to regulated products from high-quality providers.

Competitive pricing Highlight commonality of charges, commission rates, and currency classes as a differentiator to simplify pricing for brokers, IFAs, and private banks competing in global markets.

Tech-enabled service Leverage GWMS's tech stack and bespoke systems to offer integration-friendly sales and reporting tools, enabling scalable deployment for growing intermediary networks and fund managers.

Similar companies to Global Wealth Management Solutions

Global Wealth Management Solutions Tech Stack

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

  • jQuery CDN
    Content Delivery Network
  • cdnjs
    Content Delivery Network
  • Microsoft Azure DNS
    Domain Name Services
  • Microsoft 365
    Email
  • Font Awesome
    Font Scripts
  • FancyBox
    Javascript Libraries
  • SiteGround
    Platform As A Service
  • PHP
    Programming Languages

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
73%
FLast@globalwms.comJDoe@globalwms.com
27%

Frequently Asked Questions

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.

How much revenue does Global Wealth Management Solutions generate?

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As of August 2026, Global Wealth Management Solutions's annual revenue is estimated to be $1M - $10M.

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 August 2026, Global Wealth Management Solutions has approximately 6 employees across 5 continents, including EuropeNorth AmericaAfrica. 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 jQuery CDNcdnjsMicrosoft Azure DNSMicrosoft 365Font AwesomeFancyBoxSiteGroundPHP.

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 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

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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