GAIA Membership

The Global Association of Independent Advisors™ (GAIA) is an international network of investment advisory firms, whose overriding commitment to fiduciary excellence, ensures they always put their clients’ interests first.

Capital Partners is a proud member of the Global Association of Independent Advisors™ (GAIA). For you this means the highest fiduciary standards will be followed throughout every step of the investment process. Every GAIA firm has to hold CEFEX certification.

GAIA’s fiduciary standards rise well above the limited performance reporting requirements governing today’s investment management industry. GAIA standards encompass all aspects of client relationships from the development of their financial and investment plans and written investment policy statements, to our review and evaluation of their investment portfolios. This includes the ongoing guidance and monitoring of each step of the client’s financial journey.

*Despite our membership with GAIA, Capital Partners does not claim to be independent under section 923 of the Corporations Act.

GAIA membership firms are different

Capital Partners membership with GAIA is important for our clients, as all member firms encourage and share best practices across all facets of their business. This learning and development across the group ensures clients are not only exposed to best fiduciary practice, but also leading edge developments in wealth management across the globe.

GAIA firms are different because we:

*Consider the clients’ cash flow and liquidity needs when constructing their investment portfolios

*Avoid unnecessary conflicts of interest. If conflicts do arise, GAIA members disclose the nature of such conflicts and how they might affect clients

*Believe in maximising the clients’ after tax returns and employ appropriate strategies when and where possible

*Pledge strict adherence to a privacy policy designed to safeguard the confidentiality of all clients’ personal data

*Liaise with the relevant local GAIA firm when there is an international element to the advice

Visit the GAIA website

A global network of leading independent financial advisory firms, committed to bringing the highest fiduciary standards and world class solutions to our clients.

Abacus Wealth Partners *, Santa Monica, California Visit Website
Alman Partners, Mackay, Queensland Visit Website
APW Partners, Melbourne, Victoria Visit Website
Bloomsbury Wealth * London, UK  Visit Website
BpH Wealth Management, Harpenden, Hertfordshire, UK Visit Website
Cambridge Partners, Christchurch, New Zealand Visit Website
Capital Advisors * Las Condes, Chile Visit Website
Equius Partners * Novato, California  Visit Website
Fowler’s Group, Cairns, Queenland Visit Website
Lyra Financial Wealth A.B. Stockholm, Sweden Visit Website
Lyra Wealth S.A. Geneva, Switzerland Visit Website
Mancell Financial Group, Burnie, Tasmania Visit Website
Magus Private Wealth * Crawley, UK Visit Website
Paradigm Norton * Bristol, UK Visit Website
Plancorp, St. Louis Missouri Visit Website
PWL Capital, Montreal, Quebec Visit Website
Stewart Group, Hastings, New Zealand Visit Website
Stewart Partners, Sydney, New South Wales Visit Website 
* Currently a Provisional Member

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