Global Association of Independent Advisors

Capital Partners membership with GAIA is important for our clients, as all member firms encourage and share best practices across all facets of their business. This learning and development across the group ensures clients are not only exposed to best fiduciary practice, but also leading edge developments in wealth management across the globe.

GAIA firms are different because we:

*Consider the clients’ cash flow and liquidity needs when constructing their investment portfolios

*Avoid unnecessary conflicts of interest. If conflicts do arise, GAIA members disclose the nature of such conflicts and how they might affect clients

*Believe in maximising the clients’ after tax returns and employ appropriate strategies when and where possible

*Pledge strict adherence to a privacy policy designed to safeguard the confidentiality of all clients’ personal data

*Liaise with the relevant local GAIA firm when there is an international element to the advice