Our Services

We offer a wide range of
investment services

Each client has an investment manager responsible for their portfolio. We do not employ relationship managers because we think it is important that clients speak directly to the person who is making the investment decisions. The investment managers are supported by a portfolio assistant.

  • Public Equity

    Public equity refers to a company also known as stock security, whose shares are freely traded on a public equity exchange. Global exchanges are measured by market-capitalization, the sum value of all companies weighted on the exchange, being equal to each company’s share price to the number of shares available.

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  • Private Equity

    Private equity refers to a type of investment aimed at gaining significant, or even complete, control of a company in the hopes of earning a high return. As the name implies, private equity funds invest in assets that either are not owned publicly or that are publicly owned but the private equity buyer plans to take private.

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  • Advisory Services

    Investors seeking a comprehensive management of their financial wealth will benefit from having a personal advisor assigned to your account, developing investment plans, whilst providing you with the very best of information and advice to assist you in your financial planning.

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  • Financial Planning

    A financial plan is a comprehensive evaluation of an investor's current and future financial state by using currently known variables to predict future cash flows, asset values and withdrawal plans. Most individuals work in conjunction with a financial planner and use current net worth, tax liabilities, asset allocation, and future retirement and estate plans in developing financial plans.

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  • Inheritance Tax Planning

    It is extremely important when you reach a certain age or a certain level of wealth to consider your options in terms of protecting your beneficiaries and your estate. People are often confused by inheritance tax, especially if your country of residence has no such thing as inheritance tax. It is not down to your residence or even what passport you hold, instead down to where you are domiciled or in some cases where your father is/was domiciled.

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  • Retirement Planning

    Retirement planning involves calculating what level of income is likely to be required at a specific date in the future and the sum of money that will be necessary in order to provide this income. It is advised that 2/3 of present income should be considered as a reasonable level of income during retirement years.

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  • Savings & Investments

    It's a known fact that leaving your money in the bank these days will yield very little return and in fact your hard earned savings are often being corroded by inflation. Whether you are looking for a short term deposit account or a medium to long term regular savings plan, we can help make sure that your money is working for you.

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  • Venture Capital

    We partner companies that are looking for much-needed Growth Capital to assist in taking their companies to the forefront of their market. Focusing on companies that have a strong management team and total commitment to succeed, we give them the tools and finances to allow them to flourish, grow and meet their objectives that, without such capital, they would be unable to achieve.

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  • Wealth Management

    Whether you have a few thousand dollars to manage, or several million, Gerhard Moser Investment Capital Holdings will ensure that your finances are managed with care. We help you set measurable goals, and we eliminate the guesswork in money management. Whether you have a few thousand dollars to manage, or several million, Gerhard Moser Investment Capital Holdings will ensure that your finances are managed with care.

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Key Considerations

  • Initial risk assessment
  • Identifying your goals and aspirations
  • Growth, income and protection make top optimized portfolios
  • Most cost effective solutions all round

Our Added Value

  • Fully qualified advisers
  • Bespoke portfolio optimization system
  • Private banking fund platform
  • Non-market correlated funds

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