GADD & Cie
GADD & Cie is an independent Luxembourg-headquartered wealth manager (founded 1989) offering discretionary portfolio management and the GADD SMP balanced UCITS Fund to international HNW families, Scandinavian clients, and foundations across offices in Luxembourg, Geneva, and Stockholm.
- Company typePrivate
- Founded1989
- HeadquartersLuxembourg, Luxembourg
- Headcount11–50
- GTM typeB2B and B2C
- OfferingServices
What GADD & Cie does
GADD & Cie S.A. is an independent, partnership-structured wealth management firm founded in 1989 in Geneva and now headquartered in Luxembourg at 4 Rue de l'Eau. The firm operates three offices (Luxembourg HQ, a Swiss branch in Geneva/Meyrin, and a Stockholm representative office) and serves international high-net-worth individuals, Scandinavian clients, foundations, and corporate clients through discretionary portfolio mandates and a single pooled product, the GADD SMP balanced UCITS Fund (available in EUR, CHF and SEK share classes).
The firm's underlying technology is intentionally non-proprietary: it operates as a traditional discretionary asset manager, relying on the experience of a small team of portfolio managers (averaging approximately 30 years of industry experience) rather than automated or systematic models. The GADD SMP Fund, launched in April 2011, is the firm's flagship scalable vehicle, structured as a UCITS Article 6 fund with a maximum 1% management fee and a 10% performance fee subject to a high watermark, and it is distributed through roughly twenty third-party custodian banks across Luxembourg, Belgium, Liechtenstein, Switzerland, France, and Sweden.
Commercially, GADD monetises AUM via recurring management fees on discretionary mandates and on the GADD SMP Fund, supplemented by performance fees on the fund. Its go-to-market is relationship-led: dedicated portfolio managers serve each client directly from the three offices, supported by content marketing (monthly letters and factsheets) and partner-bank distribution. The firm is privately held with no external institutional shareholders, no funding rounds, and no subsidiaries.
GADD & Cie firmographics
Firmographics- Name
- GADD & Cie
- Legal name
- GADD & Cie S.A.
- Website
- https://gadd.lu
- Company type
- Private
- Founded year
- 1989
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- GADD & Cie is an independent Luxembourg-headquartered wealth manager (founded 1989) offering discretionary portfolio management and the GADD SMP balanced UCITS Fund to international HNW families, Scandinavian clients, and foundations across offices in Luxembourg, Geneva, and Stockholm.
- Ownership category
- akta.pro rank
GADD & Cie industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Open-End Investment Funds (52591)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Discretionary Portfolio Management (Retail) (FSAAAAAH)
- akta.pro secondary industries
- Private Banking Advisory & Discretionary Portfolio Management (FSABADAD), Retirement & Distribution Planning RIAs (401(k)/IRA/Pension Rollovers) (FSAAACAE)
Keywords
Where GADD & Cie is headquartered
LocationHeadquarters
- HQ city
- Luxembourg
- HQ country
- Luxembourg
- HQ region
- Europe
Offices3 records
Markets served
GADD & Cie business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Infrastructure, Technology or R&D, Others
Revenue model
- Fund Management Fees: Management fees from the GADD SMP Fund - a balanced UCITS fund. Maximum management fee of 1% charged on fund assets under management.
- Performance Fees: 10% performance fee with high watermark from the GADD SMP Fund, ensuring fees are only charged on new gains above previous peak values.
- Discretionary Mandate Management: Tailor-made discretionary wealth management mandates for international clients, generating recurring management fees based on assets under management.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | GADD SMP Fund - EUR Share Class |
| Subscription | Annual | GADD SMP Fund - CHF Share Class |
| Subscription | Annual | GADD SMP Fund - SEK Share Class |
| Subscription | Annual | Discretionary Mandates |
Go-to-market motion1 record
Distribution channels13 records
Marketing channels3 records
GADD & Cie product offering
Product offeringCore offering
GADD & Cie S.A. provides discretionary wealth management through its single balanced UCITS fund (GADD SMP) and tailor-made discretionary portfolio mandates for international high-net-worth individuals, families, foundations, and corporations. The firm offers personalized asset allocation, transparent reporting, and access to a network of depositary banks and specialists across finance, taxation, law, real estate, and art. Operations span offices in Luxembourg, Geneva, and Stockholm with a particular emphasis on Scandinavian clientele.
Product overview
GADD & Cie is a wealth management company offering discretionary investment management services through a single fund product - the GADD SMP Fund. The company was founded in 1989 and operates as an independent management company with offices in Luxembourg, Geneva, and Stockholm. The product portfolio consists of the GADD SMP balanced fund available in multiple currency share classes (EUR, CHF, SEK), supplemented by monthly reports, factsheets, and personalized wealth management services including tailor-made investment solutions through discretionary mandates.
Differentiator
Problem solved
Functional benefit
Brands
- GADD SMP Fund: A balanced UCITS fund launched in April 2011, offering investment in mixed funds with discretionary management.
Products and services
- GADD SMP Fund A balanced UCITS fund designed for long-term investments with low risk and volatility, aiming to steadily follow markets without declining during rough financial periods and offering stock fund returns with a bond fund risk profile. Available in three share classes (EUR ISIN LI0125554019, CHF ISIN LI0125553995, SEK ISIN LI0125554027) with a maximum management fee of 1% and a 10% performance fee with high watermark, classified under SFDR Article 6.
- Discretionary Wealth Management Mandates Tailor-made discretionary portfolio management mandates offered directly by GADD & Cie to international high-net-worth individuals, families, foundations, and companies. Each client is assigned a dedicated portfolio manager with personalized asset allocation based on risk tolerance, liquidity requirements, and residence, supported by transparent reporting and access to a network of depositary banks and specialists.
- Investment Advisory Services Financial advisory services provided by GADD principals (notably founder Christer Hegardt) to international companies and foundations, leveraging economics and law expertise to advise on investment policy and portfolio decisions alongside GADD's core mandates.
Quantifiable outcome
- SRRI 4 out of 7 - Low risk and volatility balanced fund
- +2 more outcomes
Companies that use GADD & Cie
Customer profileSegments3 records
Ideal customer profiles3 records
GADD & Cie technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
GADD & Cie partnerships and signals
Strategic signalPartnerships
21 partnerships are on record, tiered core and minor.
- Banque de LuxembourgcoreCustodian bank and distribution partner for GADD SMP fund in Luxembourg and Belgium. Major financial institution in Luxembourg serving institutional and private clients.
- LGTcoreDistribution partner for GADD SMP fund in Liechtenstein and Switzerland. LGT is a leading Private Banking and Asset Management group.
- PictetcoreDistribution partner for GADD SMP fund in Luxembourg. One of Switzerland's largest private banks.
- UBScoreDistribution partner for GADD SMP fund in Luxembourg. Global financial institution and largest Swiss bank.
- Credit SuissecoreDistribution partner for GADD SMP fund in Switzerland. Major Swiss financial services company.
- Lombard OdiercoreDistribution partner for GADD SMP fund in Switzerland. Swiss private banking group.
- INGminorDistribution partner for GADD SMP fund in Belgium. Dutch multinational banking and financial services corporation.
- Pareto SecuritiesminorDistribution partner for GADD SMP fund in Sweden. Scandinavian investment bank.
- BNP ParibasminorDistribution partner for GADD SMP fund in France. French multinational banking and financial services company.
- Société GénéraleminorDistribution partner for GADD SMP fund in France. French multinational banking and financial services company.
- Edmond de RothschildminorDistribution partner for GADD SMP fund in Luxembourg and Switzerland. French private banking group.
- EFG BankminorDistribution partner for GADD SMP fund in Switzerland. Swiss private banking group.
- VontobelminorDistribution partner for GADD SMP fund in Switzerland. Swiss private banking group.
- HSBCminorDistribution partner for GADD SMP fund in France. Hong Kong and Shanghai Banking Corporation.
- SwissquoteminorDistribution partner for GADD SMP fund in Luxembourg. Swiss online bank and financial services provider.
- BIL (Banque Internationale à Luxembourg)minorDistribution partner for GADD SMP fund in Luxembourg. Luxembourg-based banking group.
- QuintetminorDistribution partner for GADD SMP fund in Luxembourg. European private banking group.
- SEBminorDistribution partner for GADD SMP fund in Luxembourg. Swedish financial group.
- Spuerkeess (BCEE)minorDistribution partner for GADD SMP fund in Luxembourg. Luxembourg public banking institution.
- Svenska HandelsbankenminorDistribution partner for GADD SMP fund in Luxembourg. Swedish multinational banking and financial services company.
- Credit Agricole IndosuezminorDistribution partner for GADD SMP fund in Luxembourg. French banking group.
Scale indicators4 records
Recent moves11 records
Expansion highlights5 records
GADD & Cie competitors and assessment
Company assessmentDirect peers
- Mirabaud: Geneva-based independent private bank offering discretionary wealth management, asset management, and corporate advisory to HNW clients across Europe. Highly comparable to GADD given similar independent structure, Swiss/Luxembourg footprint, and focus on HNW discretionary mandates.
- Bordier & Cie: Independent Geneva-based private bank specializing in discretionary asset management for private clients. Direct peer to GADD with comparable independence, boutique size, and HNW discretionary mandate focus.
- Notz Stucki: Geneva-based independent asset manager offering discretionary management and advisory services to institutional and private clients. Comparable to GADD as a small, independent European wealth manager with multi-asset mandates.
- E. Gutzwiller & Cie: Basel-based small independent Swiss private bank serving HNW families with discretionary wealth management. Closely comparable to GADD given its small size, independence, and focus on long-standing HNW client relationships.
- CFM (Continental Finance Management): Independent Monaco-based wealth manager providing discretionary portfolio management and advisory services to HNW clients. Comparable to GADD as an independent European manager with multi-jurisdiction presence and discretionary mandate focus.
- Reyl & Cie: Swiss independent wealth and asset manager with offices in Geneva, Zurich, and Luxembourg serving HNW individuals and institutions. Direct peer to GADD given similar independent model, multi-office structure, and HNW discretionary focus.
- Hyposwiss: Geneva-based private bank focused on wealth management for HNW clients with strong Scandinavian client base. Highly comparable to GADD given Scandinavian niche focus, Geneva presence, and boutique private banking model.
Broad incumbents
- Pictet Group: One of Switzerland's largest independent private banks offering wealth management, asset management, and fund services from Geneva/Luxembourg. A broader incumbent comparable to GADD's core activities and also an existing GADD distribution partner.
- Lombard Odier: Swiss private banking group offering discretionary wealth management across Europe and globally. A larger incumbent that overlaps with GADD's core offering and is also a GADD fund distribution partner.
- EFG Bank: Swiss private banking group headquartered in Zurich with strong European wealth management franchise. Comparable to GADD's core HNW wealth management offering and an existing GADD fund distribution partner in Switzerland.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
GADD & Cie social profiles
Digital presenceGADD & Cie financial estimates
Financial estimateRevenue estimate
Valuation estimate
GADD & Cie leadership team
Management profileNumber of profiles
Profiles13 records
GADD & Cie funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
GADD & Cie M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about GADD & Cie
What does GADD & Cie do?
GADD & Cie S.A. provides discretionary wealth management through its single balanced UCITS fund (GADD SMP) and tailor-made discretionary portfolio mandates for international high-net-worth individuals, families, foundations, and corporations. The firm offers personalized asset allocation, transparent reporting, and access to a network of depositary banks and specialists across finance, taxation, law, real estate, and art. Operations span offices in Luxembourg, Geneva, and Stockholm with a particular emphasis on Scandinavian clientele.
Is GADD & Cie a public or private company?
GADD & Cie is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was GADD & Cie founded?
GADD & Cie was founded in 1989. It employs 11 to 50 people.
Where is GADD & Cie based?
GADD & Cie is headquartered in Luxembourg, Luxembourg, in the Europe region.
How does GADD & Cie make money?
Three revenue lines are on record. Fund Management Fees are the primary driver. The others are performance Fees and discretionary Mandate Management.
Who are GADD & Cie's main competitors?
Direct peers on record are Mirabaud, Bordier & Cie, Notz Stucki, E. Gutzwiller & Cie, CFM (Continental Finance Management), Reyl & Cie and Hyposwiss. Broad incumbents are Pictet Group, Lombard Odier and EFG Bank.
Does GADD & Cie have an API?
No public API is recorded for GADD & Cie.
What industry is GADD & Cie in?
GADD & Cie's product category is Wealth Management. Its primary akta.pro industry code is FSAAAAAH, Discretionary Portfolio Management (Retail), with a secondary code of FSABADAD, Private Banking Advisory & Discretionary Portfolio Management. Its NAICS code is 523940 and its SIC code is 6282.