grow and preserve your wealth
Investing advice for affluent Individuals
Invest Your Way with GAP Maynard
Building the right investment strategy is not easy and with markets moving faster than ever, a clear plan is needed to invest wisely. An investment plan should always start with understanding your objectives, your attitude towards risk, the level of returns you expect and your long-term goals.
Specialised Investment Planning Strategies
Short term, medium term, and long term investment goal advice
Performing an assessment of your current financial circumstances, objectives, risk attitude and long-term goals, taking into consideration any special requirements
Identifying market opportunities that help you get one step closer to your objectives
establish a low cost account structure to hold your investment assets which are reviewed with you on a regular basis
Providing ongoing advice, research, reporting, and portfolio management
Developing an investment plan that is tailored to you, that provides you with clarity and confidence
Develop a clear picture of what you are investing for (tie goals to investment strategy)
Advice on how best to invest in offshore markets in order to diversify your assets
Mission and Belief's
I believe it is essential to establish a client’s overall mission, objectives, and constraints to create the right investment strategy.
Risk Management Plan
Risk management involves setting an appropriate risk budget, with reference to the objectives and constraints already developed.
I use the relevant investment parameters set in the portfolio construction stage to maximise total net return per unit of risk, recognising the investment beliefs established at the outset around diversification
Implementation and Monitoring
Once a complete and robust investment strategy is implemented. Finally, I carry out both quantitative and qualitative performance monitoring.
What Some Clients Say
“As a lawyer I have a lot on my plate, so getting round to managing my personal finances has never been front of mind. In Giles I have found a hugely competent and honest wealth manager, who genuinely cares about what he does and takes a keen interest in truly understanding my financial goals. I cannot recommend Giles highly enough.”
“Giles has been instrumental in advising me on my long term investment planning. I have found his advice to be clear, informed, and provided in a professional manner, but most of all, I have appreciated that it has been honest and given in simplified and uncomplicated terminology, and not investment jargon populated with financial buzzwords. Importantly, he provides me with regular performance reports and keeps me informed of how the global and local markets impact on my investment strategy. I would highly recommended Giles as anyone’s wealth advisor. “
Director, Auditing Firm
“Giles has been instrumental in helping me re-organise my messy and poor investment decisions and has provided clear and honest advice. He is not driven by personal gain but has given me sound professional advice, both locally and now internationally.”
Contracts Manager, Energy Sector
“I’ve had the pleasure of knowing Giles for several years, during which he has offered great advice and service in financial planning for myself and my wife. Above all, I was impressed with Giles’ candor in laying out options to allow us to choose the best approach for our situation.”
Business Adviser, Management Consulting
“It is rare that one comes across a financial advisor, who is not only incredibly knowledgeable but who genuinely cares about his clients. Giles is sincere, patient, and will always go out of his way to help his clients with a wealth of knowledge on all local & international investment opportunities. Giles will not only explain financial matters to you in plain and simple terms, he will teach you and make sure you understand exactly what you are investing in and what your options are. He always does his absolute best to find the right solution for you, and you know that you are in safe hands and can ask any question, no matter how silly it seems. I couldn’t recommend Giles more strongly!”
Financial Manager, Golf Estate
Good Day, I’m Giles Maynard
I look after the needs of affluent individuals wanting to grow and manage their financial portfolios, explore local and offshore structures, markets, and investment opportunities. Over the years, I’ve earned a reputation for being a highly competent and sought after investing specialist, with a unique ability to truly understand my client’s financial objectives.
With financial qualifications from the Chartered Institute of Securities and Investments (CISI), a Masters Degree in Business Administration (MBA – Cum Laude) from Trinity College, Dublin and an Honours Degree in Mechanical Engineering from the University of Cape Town (UCT), my diverse and extensive qualifications allow me to offer real insight into, not only my clients’ financial aspirations, but also their business and livelihood.
I make use of sound financial planning strategies to deliver above average returns for my clients. I eliminate “the noise” and create holistic plans that work together, so you get the benefits of an integrated solution.
Whatever your financial dreams and goals, I will partner with you to make them a reality.
The right plan for Investing
Contact me, and provide some background as to what it is you are looking to achieve.
We’ll arrange a 1 hour call, where we discuss your requirements in more detail and discuss how this may be achieved.
If you wish to take matters further, I prepare a customized proposal that I send to you to review prior to our next meeting.
We conduct a review meeting where I’ll clarify any questions or concerns you might have.
Schedule a FREE Discovery Phone Call