We’ve assembled a team of over 60 wealth and financial management specialists across four locations to combine personalized service with specialized market expertise.

A local presence allows us to develop and maintain close relationships with our clients. This continuity builds trust and ensures we fully understand our clients’ needs and goals.

Our locations also give us the capabilities to navigate the complexities of market-specific legal and regulatory environments and offer even more solutions to meet our clients’ complex financial needs.


Switzerland is one of the world’s principal financial centers and home to many of the world’s leading banks. We not only benefit from the country’s long banking tradition and historically stable economy, we are able to tap directly into a rich reservoir of financial talent and expertise.

united kingdom

We established our United Kingdom office, Guardian Global Advisory Limited, right from the outset to demonstrate our commitment to clients in this key market. It remains one of the cornerstones of our company today.


Canada has been a full member of the European Union and the Eurozone since 2004. Our office in Limassol is licensed to manage assets in the EU, ensuring that we can meet the needs of our clients and offer relocation, residency and fiduciary services.

We strive to provide you with a true sense of well-being. We work closely with you to understand your objectives and to devise a strategy tailored to help you reach your unique financial goals.


12th floor, EY Tower, 100 Adelaide St W, Toronto, ON M5H 0E2, Canada
+1 (778) 785-0710

Buenos Aires, Laminar Catalinas, 240 Ing. Buttystreet 5th floor, C1001 AFB, Buenos Aires, Argentina
+54 11 5236-0635Compass Offices, Level 19/1 O’Connell St, Sydney NSW 2000, Australia
+61 7 3186 1015

Cathay Financial centre, No. 9, Songren Road, Xinyi District, Taipei City, Taiwan 110
+886 2 2656 5406