Message from the CEO

Whether you are an individual investor seeking sound impartial advice, or a potential partner in our rapidly expanding global network of financial intermediaries, the following pages will introduce you to our products, services and philosophy. What is more, they will highlight our passion for what we do: our passion for ensuring that the advice we provide is the best possible solution; our passion for rendering swift and efficient client service; our passion for providing the most suitable investment products for our clients; our passion for innovation and creative thinking; our passion for ensuring the complete satisfaction of our clients and business partners – in short, our passion for being the best in the field.

Our client-focused professionalism, our unequalled global network, our comprehensive product range, our long-term and global perspective – these are some of the exceptional qualities that place Grandtag in the forefront of the industry. Yet what truly distinguishes us is the passion we bring to our work. Let us put this passion to work for you.

Long-standing – 18 Years

Established in 1999, Grandtag has a history of providing best-in class wealth solutions. Our in-depth knowledge and understanding of financial markets and regulatory requirements are constantly updated to ensure that we keep abreast of ever-changing conditions and regulations in the markets we serve.

Client Service Team

Our Management team, financial advisers, and support staff holds academic and professional financial qualifications and have many years of experience in the industry. We practice due diligence, care, skill, and accountability when it comes to providing our clients with the most appropriate financial advice, such as retirement planning, risk management and wealth accumulation strategies.

Global Presence, Local Talent

Clients from different regions are served by our associates who speak the same local languages and understand their needs. Through Grandtag, our associates are able to offer superior international financial products in our clients’ home markets. It is this unique combination of local knowledge and international product offerings that have prompted Grandtag to excel in this area. The world’s most respected private banks, investment managers, accounting firms, law firms and insurance carriers, all choose Grandtag as their trusted partner to assist with the financial and insurance needs of their clients.

Our Services

Grandtag possesses the capabilities to provide innovative plan designs, the expertise to deliver customized life insurance base solutions and access to full range of products necessary to implement solutions for complex needs. Our strength and relationship enable us to own global relationships with top rated insurers in the world. We also offer a diverse portfolio of U.S. insurance products with unique features such as no-lapse guaranteed or Indexed Universal Life.

Close Relationship with Private Banks

Grandtag has been working closely with private banks to tailor premium financing programs for clients. Premium financing is a facility granted to our clients and secured by the life insurance as collateral to provide clients with the flexibility on their financial situation.