About Us


 

Each of our investment partners offers a differentiated investment strategy in their specialist asset class – these span Australian equities, global equities, fixed income, managed futures and volatility.

Our mandate is to create alliances with high calibre investment managers, in Australia and overseas, that offer investment strategies not available to Australian retail and institutional investors. Today, our portfolio spans Australian equities, global equities, fixed income, alternatives and volatility.

When it comes to building wealth, we take a focused strategic approach to identify and select quality funds and investments. This has enabled us to consistently provide our clients with strategies that truly stand the test of the time.

Independent with scale

With the global backing of CI Financial and the extensive experience of our people, we are empowered with global access, but still have the independence to offer relevant expertise on a local level. Our longstanding local and overseas partnerships and market reputation have allowed us to provide our clients with opportunities that are not readily available to the Australian market.

We have formed partnerships with seven specialist investment managers –New York-based Epoch Investment Partners, LA-based Payden & Rygel, London-based Man Group, Toronto-based Cambridge Global Asset Management, and Australian based managers Tribeca Investment Partners, Triple3 Partners and Munro Partners. Each offers a differentiated investment strategy in their specialist asset class.

Powered by relationships

Relationships drive our capabilities and success. This is how we’ve been able to maintain the same quality of outcomes and approach throughout the years. We work closely with our partners to ensure that the investment solutions we offer are of the highest quality.

Our commitment to enduring relationships remains unchanged. Working with GSFM is synonymous with high returns and a strong business relationship with a more secure future.

Through GSFM’s dedicated distribution team, our investment strategies are accessible to Australian institutional and retail investors. At 31 July 2019, GSFM had $6.8 billion funds under management.

CI Financial

CI Financial Corp is an independent, Canadian-owned wealth management company with approximately C$176.7 billion in fee-earning assets as at 30 June 2019. Its primary operating businesses are CI Investments Inc., one of Canada’s largest investment managers, advisory businesses Assante Wealth Management and Stonegate Private Counsel, and First Asset Corp., a leader in providing actively managed exchange-traded funds to the Canadian marketplace. CI is listed on the Toronto Stock Exchange under the symbol CIX.

CI Financial recognised Australia as an attractive market, with strong organic growth and a sophisticated investor base, and GSFM as an organisation with a similar business model and culture.