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GWM

GWM Revenue

Financial ServicesFlag of CNSuite 2206, Shanghai Times Square, China101-200 Employees

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GWM revenue & valuation

Annual revenue$14,400,000
Revenue per employee$86,000
Estimated valuation?$46,000,000
Total fundingNo funding

Key Contacts at GWM

Flag of CN

John Wang

Business Director

Flag of ES

Lloyd Lawson

Regional Director/Partner

Flag of GB

John Hasberry

Director

Flag of UY

Antonio Lanusse

Ceo

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Jill Mccomish

Owner

Company overview

HeadquartersSuite 2206, Shanghai Times Square, No 93 Central Huai Hai Road, Shanghai, 200012, CN
Websites
NAICS52
Keywords
IFA, Tax Planning, Pensions, Lump Sum Investments, Income Protection, Life Insurance, Portfolio Management, Trust, Estate Planning, Travel Insurance, Qrops, Savings & Investment Planning, Offshore Investment, Education Fee Plans, Health Insurance
Founded2004
Employees101-200

GWM Email Formats

GWM uses 5 email formats. The most common is {first name}.{last name}@company.com (e.g., john.doe@company.com), used 51.3% of the time.

FormatExamplePercentage
{first name}.{last name}@company.com
john.doe@company.com
51.3%
{first name initial}{last name}@company.com
{first name initial}doe@company.com
21.8%
{first name}@company.com
john@company.com
11.2%
{last name}.{first name}@company.com
doe.john@company.com
9.1%
{first name}_{last name}@company.com
john_doe@company.com
6.6%

About GWM

Global Wealth Management Group has three key objectives: To provide unparalleled service combined with the highest ethical standards and total professionalism Unparalleled Service We offer a quarterly “face to face” review to ensure that targets and projections are being met. However, should less frequent meetings be preferred we will tailor our service accordingly. High Ethical Standards As an independent company, we search the markets to find the products to fit each client's needs. This means that we can genuinely offer “best advice”. If we were owned by a bank or insurance company, we would, of course, only be able to offer their products in which case the advice would only be “suitable”. In certain circumstances we receive institutional discounts. These discounts are always passed back to the client. Total Professionalism We have installed a strict program of staff training, which includes compliance and ongoing professional development. We work closely with many Financial Institutions and Trade Associations to ensure that each and every one of our Financial Planners, Mortgage Advisors and Insurance Specialists is fully conversant with the most up-to-date information in their own area of expertise. Here at Global Wealth Management Group, we have the experience and expertise to ensure that everyone can find an affordable solution, whatever their circumstances. As independent financial advisors, we have access to a vast range of both domestic and offshore financial products. So, whether you want to secure your financial future, protect your family or business interests, preserve your assets or finance your home purchase, your team here at Global Wealth Management can provide a tailored solution.

Employees by Management Level

Total employees: 101-200

Seniority

Employees

Entry
Manager
Senior

Employees by Department

GWM has 60 employees across 10 departments.

Departments

Number of employees

Funding Data

GWM has never raised funding before.

Frequently asked questions

GWM is located in Suite 2206, Shanghai Times Square, CN.
GWM generates an estimated annual revenue of $14,373,240. This revenue figure reflects the company's market position and business performance in its industry.
GWM has an estimated valuation of $46,000,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.
GWM was founded in 2004, making it 22 years old. The company has established itself as a significant player in its industry over this time.
GWM has approximately 101-200 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
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tier 1 accuracy

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