Private Wealth Management

What We Do > Private Wealth Management

We help our clients pursue their wealth management goals through careful advice, astute investment management and access to the capabilities and network of Gerard Wealth.

We work closely with high-net-worth individuals, families and select foundations and endowments to develop wealth and investment management strategies. We then identify investment opportunities to help them reach their objectives. We complement these services with robust execution capabilities and attentive client service. Where appropriate, we introduce our clients to the broader network and resources of Gerard Wealth.

Our Approach

Harnessing Machine Learning in Your Portfolio Our portfolio manager discusses how machine learning interprets investor sentiments and extracts topical subjects