Our Firm

Our Firm > Overview

WE OFFER
DIFFERENT SERVICES

Gerard Wealth is a leading global investment banking, securities and investment management firm that provides a wide range of financial services to a substantial and diversified client base that includes corporations, financial institutions, governments and individuals. Founded in 2009, the firm is headquartered in New York and maintains offices in all major financial centers around the world.

ABOUT US

Gerard Wealth brings people, capital and ideas together to help our clients and the communities we serve.

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We report our activities in the following four business segments:

Investment Banking

We provide a broad range of investment banking services to a diverse group of corporations, financial institutions, investment funds and governments. Services include strategic advisory assignments with respect to mergers and acquisitions, divestitures, corporate defense activities, restructurings, spin-offs and risk management, and debt and equity underwriting of public offerings and private placements, including local and cross-border transactions and acquisition financing, as well as derivative transactions directly related to these activities.

Institutional Client Services

We facilitate client transactions and make markets in fixed income, equity, currency and commodity products, primarily with institutional clients such as corporations, financial institutions, investment funds and governments. We also make markets in and clear client transactions on major stock, options and futures exchanges worldwide and provide financing, securities lending and other prime brokerage services to institutional clients.

Investment Management

We provide investment management services and offer investment products (primarily through separately managed accounts and commingled vehicles, such as mutual funds and private investment funds) across all major asset classes to a diverse set of institutional and individual clients. We also offer wealth advisory services, including portfolio management and financial counseling, and brokerage and other transaction services to high-net-worth individuals and families.

Accountability

We live in a constantly changing world. What was good enough yesterday will not be enough tomorrow. We embrace change and we have the courage to take calculated risks to exceed our business objectives.



Our People and Culture

Our people are our greatest asset. We focus on cultivating and sustaining a diverse work environment and workforce, which is critical to meeting the needs of our clients and communities.

Careers

Make Things Possible.

Our Leadership

Read brief biographies of our firm’s top management.