Our Global Wealth Management model is centered on that of an External Asset Manager. Global Private Equity Partners has agreements in place with various globally acclaimed custodian banks. Our business model gives us the independence to advise on multiple custodian banks in comparison to being constrained by a single set of in house solutions.

Global Private Equity Partners endeavors to provide the highest standard of personalized relationship management. Our asset managers and relationship managers take the time to listen to clients and understand their requirements in detail on an individual basis so as to ascertain the right choice and mix of investment banking options. We take great pride in working side by side with our clients to understand their financial dreams and turn them into a reality.

Our Global Wealth Management model includes but is not limited to legacy planning, advisory services targeted towards individuals and corporations with investment portfolios and real estate/ business assets, managing the client’s private banking relationships with multiple custodian banks, negotiating cost effective fees across all private banking relationships, coordinating with the investment and corporate banking teams to facilitate the client’s business needs and producing consolidated investment statements thus providing clients with a holistic view of all of their private banking relationships.

Wealth Management Products

Global Private Equity Partners’ core strategy revolves around a bespoke tailoring approach. Our teams conduct extensive research and analysis in order to identify customer segments with a particular need and then develop products and services to cater to that particular niche. We carefully craft each bespoke investment product to meet the risk/ reward appetite of every client on an individual basis. Our product development team together with the Asset and Relationship Managers ensures that the client’s each and every need is met by engaging in proactive dialogue with our clients.


Global Private Equity Partners’ mission and vision is to utilize unrivalled resources and innovation to advocate the creation, preservation and diversification of wealth for a limited and select group of member clients.

Global Private Equity Partners provides a complete range of premium private investment banking services utilizing Wall Street and entrepreneurial expertise on an as-and-when needed basis. Each member client has unlimited access to some of the most experienced and creative minds in the industries we serve. Each of our professionals culturally embraces the role of advocate on behalf of our member clients and has proven repeatedly that there is a difference in the quality of investment bankers and the results they can deliver. Membership has its benefits, and in this case, it’s optimizing the wealth of our member clients. Nothing short of advocacy is acceptable in a business environment that is different, somewhat frightening and constantly changing.

The current environment, however, is no less rich in opportunity for those who can get real, get courage, and get going – especially with a trusted financial management advisor by their side.

Many investment banking firms offer professionals whose perspective on any engagement is limited to their background and experience primarily as bankers – a financial perspective singularly focused on a specific transaction. The hand-picked professionals of Global Private Equity Partners have the highest level of financial expertise supplemented with an in-depth level of experience as entrepreneurs, executive corporate leaders, direct real estate and retail operators and capital markets and mergers and acquisition specialists.

This well-rounded experience now becomes a value-add that other firms cannot offer. The ability to see and understand a business through the eyes of management causes complete alignment between a company and its professionals.