As global private wealth continues to grow in complexity, traditional asset management frameworks are increasingly inadequate for high-net-worth individuals and family offices seeking tailored solutions. In response, GMDfunds has announced a major expansion of its high-net-worth (HNW) services, introducing a suite of custom mandate structures that provide individualized strategy, full transparency, and global investment flexibility.
The new offering is designed for clients with multi-jurisdictional exposure, legacy planning priorities, and a heightened demand for institutional-level portfolio control -- without compromising risk oversight or compliance.
This expansion further positions GMDfunds as a leader in bespoke wealth strategy, offering personalized portfolio engineering in a world increasingly dominated by one-size-fits-all solutions.
A Strategic Shift Toward Personalization
Private clients managing EUR5M+ in investable assets are no longer content with model portfolios or rigid allocation templates. Instead, they require mandates that can reflect:
- Unique risk tolerance and volatility parameters
- Preferred tax jurisdictions and asset location strategies
- Real estate or private asset holdings integration
- ESG screening and thematic alignment
- Liquidity flexibility and generation-specific planning
GMDfunds answers this demand with fully customizable mandate structures, where portfolios are engineered according to each client's legal framework, financial objectives, and geographic exposure.
Rather than adapting the client to the strategy, GMDfunds adapts the strategy to the client -- offering bespoke design while maintaining the firm's disciplined approach to asset diversification and risk budgeting.
Multi-Layered Portfolio Construction
Each custom mandate is constructed through a three-tiered process:
- Strategic Foundation - Establishing long-term return goals, currency base, and structural constraints (e.g. family trusts, offshore holding vehicles, or regulated entities).
- Tactical Allocation - Building asset class exposure through a blend of public markets, real assets, credit, and alternatives, using macroeconomic models and client-directed adjustments.
- Protective Overlay - Applying tailored risk controls, including drawdown buffers, liquidity thresholds, volatility triggers, and FX hedging mechanics based on the client's financial obligations.
This framework ensures portfolios maintain clear strategic alignment while allowing real-time tactical shifts when necessary -- particularly valuable in today's fragmented global market.
Compliance-Aligned Mandates for Global Clients
With increasing regulatory complexity in regions such as the EU, UK, Switzerland, and the Middle East, GMDfunds has built its mandate platform with local compliance at the core.
Each mandate includes embedded monitoring for:
- MiFID II classification
- AIFMD or UCITS product usage
- Cross-border tax reporting (e.g., CRS, FATCA)
- ESG regulatory disclosure under SFDR
- Custodial oversight and documentation readiness
This structure enables clients to manage capital across borders without triggering avoidable compliance risks, and allows family offices or legal advisors to integrate portfolio data into broader governance systems.
ESG Integration and Thematic Customization
Many HNW clients today are not only wealth stewards -- they are impact-driven capital allocators. GMDfunds offers custom mandates with optional ESG layering, including:
- Sector exclusions (fossil fuels, defense, tobacco, etc.)
- Positive screening for environmental or governance metrics
- Article 8/9 portfolio structuring under SFDR
- Green bond and sustainability-linked equity exposure
- Custom ESG scorecards at the portfolio level
In addition, thematic investment overlays -- including infrastructure, healthcare, clean tech, and demographics -- can be added to reflect long-term conviction areas or family legacy objectives.
Real-Time Transparency for Family Governance
To ensure operational clarity and simplify intergenerational communication, GMDfunds provides HNW clients with dedicated reporting dashboards, delivering:
- Real-time portfolio breakdowns by asset class, sector, and geography
- Currency exposure and hedging ratios
- ESG compliance snapshots
- Risk contribution metrics and performance attribution
- Liquidity forecasts and drawdown simulations
These reports are tailored to fit the client's governance structure -- whether shared among trustees, passed to next-generation beneficiaries, or presented in family council meetings. Legal and tax advisors can also receive automated compliance documentation through the GMDfunds system.
Seamless Integration of Alternatives and Private Assets
For clients with significant holdings in real estate, private equity, venture, or direct lending, GMDfunds offers custom mandates that allow for seamless integration of illiquid or non-standard assets into the broader wealth strategy.
The firm provides valuation modeling, liquidity tagging, and risk-weighting on private holdings, enabling clients to maintain one cohesive view of their full capital structure -- without splitting oversight between multiple advisors or platforms.
This holistic approach is particularly suited for family offices, holding companies, and multi-generational trusts managing diverse asset bases with long-term planning horizons.
Leading with Structure and Flexibility
In a financial environment defined by uncertainty, opportunity, and regulation, private clients increasingly seek asset managers who offer both strategic clarity and operational depth. GMDfunds has positioned its custom mandate expansion to serve this demand -- combining global allocation insight with client-defined precision.
Whether clients prioritize real return preservation, income generation, or legacy transfer, GMDfunds offers the tools, infrastructure, and governance to deliver a personalized wealth experience that meets institutional standards.
Disclaimer:
This document is for informational purposes only and does not constitute investment advice or an offer to buy or sell financial instruments. All investments involve risk. Past performance is not a guarantee of future results. Investors should consult legal, tax, and financial advisors before making investment decisions.
Media Contact
Name: Laura van Dijk
Title: Director of Communications
Company: GMD Funds Management
Email: press@gmdfunds.net
Address:
GMD Funds Management Ltd.
25 St. Julian's Avenue
Douglas, Isle of Man, IM1 1SB
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