OUR AIM IS TO PROVIDE

Honesty

&

Integrity

Professionalism 

&

Efficiency

Transparency 

& 

Accountability

OUR AIM IS TO PROVIDE

Honesty & Integrity

Professionalism & Efficiency

Transparency & Accountability

WELCOME TO GOTHAM SERVICES

WELCOME TO GOTHAM SERVICES

INSURANCE

INSURANCE

We assist IFA’s with and end to end service with Custodian Life.
We assist IFA’s with an end-to-end service with Custodian Life.
  • Setting up Terms of Business
  • Running regular training sessions with advisers
  • Daily management of our IFA clients
  • Ongoing sales and marketing support
  • Setting up Terms of Business
  • Running regular training sessions with advisers
  • Daily management of our IFA clients
  • Ongoing sales and marketing support
CONTACT US

FUNDS

We offer a select number of funds in different asset classes to help diversify a portfolio and keep risk to a minimum. We are always striving to bring new, unique funds from the private to the commercial market place.

We make sure that all of our recommendations are fully licensed and regulated in the jurisdictions in which they operate and have a strong track record in the field of their expertise.

To download related articles and fact sheets, enter the Member Area
 
We offer a select number of funds in different asset classes to help diversify a portfolio and keep risk to a minimum. We are always striving to bring new, unique funds from the private to the commercial market place.

We make sure that all of our recommendations are fully licensed and regulated in the jurisdictions in which they operate and have a strong track record in the field of their expertise.

To download related articles and fact sheets, enter the Member Area
 
MEMBER AREA CONTACT US

CONSULTANCY

CONSULTANCY

We offer a consultancy service to assist financial institutions develop into Asia. This can come in a number of different forms:-
  • Assisting with documentation, presentations and marketing
  • Structuring products for the Asian market
  • Assisting with market development and networks
  • Tailor made business roadshows
  • Assistance in setting up Joint Ventures
  • Tailor made products
We make sure that all of our recommendations are fully licensed and regulated in the jurisdictions in which they operate and have a strong track record in the field of their expertise.

We offer a consultancy service to assist financial institutions develop into Asia. This can come in a number of different forms:-
  • Assisting with documentation, presentations and marketing
  • Structuring products for the Asian market
  • Assisting with market development and networks
  • Tailor made business roadshows
  • Assistance in setting up Joint Ventures
  • Tailor made products
  • Portfolio Risk Analysis
  • Optimal Portfolio Weighting
CONTACT US

DUE DILIGENCE

DUE DILIGENCE

Prior to adding a new product to our recommended portfolio, it goes through a strict due diligence process to ensure that our network of advisors and portfolio managers are recommending only the most secure of investments.

At Gotham Inc we conduct background research and face to face interviews with the primary officers in addition to detailed fund analysis. Only when all of our criteria are satisfied can an investment product be considered for recommendation.

To aid our network of advisors, we provide a due diligence information document on each investment product. This document demonstrates to the investor that the advisor has conducted detailed due diligence.
Prior to adding a new product to our recommended portfolio, it goes through a strict due diligence process to ensure that our network of advisors and portfolio managers are recommending only the most secure of investments.

At Gotham Inc we conduct background research and face to face interviews with the primary officers in addition to detailed fund analysis. Only when all of our criteria are satisfied can an investment product be considered for recommendation.

To aid our network of advisors, we provide a due diligence information document on each investment product. This document demonstrates to the investor that the advisor has conducted detailed due diligence.
CONTACT US

OUR FOCUS

OUR FOCUS

We aim to offer a unique across the board service to best assist the international IFA community in servicing their clients. With key focus on producing steady constant returns while minimising risk.  

In order to do this we have researched the best of breed products across a spectrum of asset classes and negotiated to be able to bring them to market at the lowest possible cost.  
We aim to offer a unique across the board service to best assist the international IFA community in servicing their clients. With key focus on producing steady constant returns while minimising risk.  

In order to do this we have researched the best of breed products across a spectrum of asset classes and negotiated to be able to bring them to market at the lowest possible cost.  
CONTACT US

WHY US?

We understand that the offshore financial world can be a difficult place to navigate, whether this is as a client or an adviser. We have seen some very difficult times in the past few years that has led to the collapse of a number of high profile funds. As an IFA, through no fault of your own can see your reputation and overall business heavily effected.

No one individual could possibly have time to market their business, research investment products, research funds, actively manage portfolios, and manage risk levels. This is where we can help. With dedicated people to manage each of these steps we aim to be your partner in building a successful business with happy clients.