Incorporating your values and financial goals
About us
We established GSK & Partners with a clear objective: to sit on the same side of the table as the client, and not opposite, ensuring a clear alignment of interests.
Our mission is to help clients incorporate their values and financial goals into a clear strategy to enhance their wealth and simplify their life.
Core to our offering is a partnership in achieving the client’s objectives, through an unbiased interpretation of investment opportunities, strategic thinking and implementation of an investment plan and estate planning.
Our competitive advantage is our 50 years of combined experience working with families in the Middle East giving us a genuine understanding of what is on investors’ minds and how financial providers operate.
As proud fathers of four each, we understand why financial and estate planning are crucial to ensure wealth is well preserved over time and across multiple generations. We also understand the importance of taking the time to prepare the next generation in matters related to wealth and are happy to support our clients in this journey.
Our Services
We can help incorporate your values and financial goals for your family into a clear strategy with the appropriate investment objectives and structure to enhance your wealth and simplify your life:
Wealth Oversight
- Develop a wealth strategy and investment objectives
- Recommend, track and control decisions made
- Inform on ongoing tax and regulatory matters
- Regular ongoing reporting
- Identify and Monitor succession issues
Performance Management
- Execute on the appropriate asset, risk and liquidity allocations
- Identify overlapping strategies and investment duplications
- Ongoing review of performance
- Ongoing review of proposals from existing and third-party providers
- Cash and Liabilities management
Investment Administration
- Monthly snapshot reports, quarterly consolidated reports and annual reviews
- Monitor redemption policies, distributions and corporate actions
- Asset aggregation
- Fees monitoring
Partners
Steve Klemme
Founder and Chief Executive Officer
Steve Klemme is the Founder and Chief Executive Officer of GSK & Partners. He established GSK & Partners in 2021 bringing with him over 35 years of financial industry expertise.
Steve spent his career in relationship management and senior management roles overseeing the Middle East business of leading International Private Banks in New York and Geneva.
Steve’s role is to provide advisory, portfolio management and fund management services to institutions, family offices and high net worth individuals.
George Sarkis
Partner and Relationship Manager
George Sarkis is a partner and relationship manager at GSK & Partners.
He joined GSK & Partners in 2021 with over 15 years of experience in asset management, financial consultancy and corporate finance.
George’s responsibilities include but are not limited to advising families on their overall investment strategy and implementation across asset classes as well as their family and corporate governance.