Posted on November 21, 2019 by staff

Wealth management platform GPP opens Cheltenham office


Tech platform for wealth management GPP has opened a Cheltenham office and has doubled its Wealth Solutions team in London.

The platform, launched in 2017, delivers client relationship and portfolio management through a white-labelled client portal and app.

GPP Wealth Solutions is powered by GBO, the firm’s proprietary back-office technology.

The office is led by Daniel Bunner, one of GPP’s founding partners, who has relocated to the area.

It will serve as the operational hub for the company’s Wealth Solutions business, with space to add a further 20 wealth services professionals as GPP expands.

GPP launched its platform in 2017 as a streamlined offering combining cutting edge digital technology and the established strengths of GPP’s global execution services and proprietary back office.

Operating as a single, integrated platform for the full investment lifecycle, it provides GPP’s clients with a comprehensive yet nimble solution which can be easily modified for a bespoke service.

GPP Wealth Solutions encompasses client relationship and portfolio management technology, a white-labelled client portal and app, tailored client reporting, and access to GPP’s established global execution, settlement and custody services.

“We are excited to open a new office in Cheltenham and expand our Wealth Solutions business at a time when demand for efficient, back office outsourcing is rising,” said Bunner.

“We have hired a number of highly experienced wealth professionals to complement our existing talent, and will look to add more experts to the team as we develop our platform and realise our growth ambitions.”