Facts and Insights
BOUSSARD & GAVAUDAN INVESTMENT MANAGEMENT LLP is a leading financial advisory firm that provides expert guidance to clients on managing their financial investments. With a team of highly skilled and experienced advisors, the firm offers a wide range of financial services to clients from different backgrounds and industries.
Through their dedicated team of professionals, BOUSSARD & GAVAUDAN INVESTMENT MANAGEMENT LLP helps clients navigate the complex world of finance and create a personalized investment plan that aligns with their financial goals and objectives. Their client-centric approach and commitment to providing top-quality services make them a trusted partner for individuals, families, and businesses seeking sound financial advice.
How does the advisor help clients – Key Takeaways:
- Expert guidance on financial investments
- Personalized investment plan creation
- Client-centric approach
- Top-quality services
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $10 billion | 50+ | 20 years |
Financial Services Offered
BOUSSARD & GAVAUDAN INVESTMENT MANAGEMENT LLP offers a wide range of financial services to meet the diverse needs of their clients. These services include:
- Investment management
- Wealth planning
- Retirement planning
- Estate planning
- Tax planning
Client Types
The firm caters to clients from various backgrounds, including:
- Individuals
- Families
- Businesses
- Institutions
Fees & Compensation
BOUSSARD & GAVAUDAN INVESTMENT MANAGEMENT LLP follows a transparent fee structure that aligns with industry standards. Clients are charged a percentage of assets under management or a flat fee, depending on the type of service provided. The firm does not receive any commissions or compensation from third parties for recommending financial products, ensuring that their advice remains unbiased and in the best interest of their clients.
Background
The firm was founded in 2000 by Mr. Jean-Marie Eveillard, Mr. Emmanuel Gavaudan, and Mr. Emmanuel Boussard, who have a combined experience of over 50 years in the financial industry. With a strong focus on long-term investment strategies, the firm has gained a reputation for delivering consistent results and building lasting relationships with their clients.
Financial Advisor Disclosures to Know
As a reputable financial advisory firm, BOUSSARD & GAVAUDAN INVESTMENT MANAGEMENT LLP adheres to strict compliance and regulatory standards. Clients can access important disclosures, including the firm’s Form ADV, Brochure, and Code of Ethics, on their website or by requesting it directly from their advisors. The firm also ensures transparency by disclosing any conflicts of interest that may arise in their professional relationships with clients.