Portfolio overview
Consolidate supported cash, digital assets and approved investment products from your connected partners in one reporting view.
GEF One
Wealth Management & Investment Access
GEF One connects eligible clients with licensed Investment and Wealth Partners, giving you one structured portfolio view and performance reporting across the products those partners deliver.
Product details
Eligibility
GEF One Private, GEF One Institutional
Delivered through
Investment Partner · Wealth Partner
Countries
Available where a connected Investment or Wealth Partner can accept clients — confirmed at referral.
Regulatory statusLive
Check this service in your country
Select your country to see this specific service's current, individually confirmed status.
Risk profiling
Objectives, time horizon, experience and risk tolerance are captured before any eligible product from a connected Investment Partner is presented.
Performance reporting
Holdings, transactions, realised outcomes, fees and valuation history, reported across every connected partner in one place.
Professional service model
Adviser or manager workflows are provided by the connected, appropriately licensed Investment or Wealth Partner, subject to their own licensing and client agreements.