GBAM LTD

What GBAM LTD does

GBAM Securities Ltd. is a privately held, family-owned investment business headquartered in Tortola, British Virgin Islands, licensed by the BVI Financial Services Commission under the Securities and Investment Business Act, 2010 (License # SIBA/L/16/1103) with permissions to deal in investments as agent and principal and to provide custody services. The firm was established in 2016 as a successor to Bell Investments, whose origins in the Argentine Financial Market date to 1887, giving the group over five generations of continuous service to Latin American clients. Its core commercial focus is trading LATAM fixed income and providing an offshore alternative to local asset management for clients seeking geographic diversification.

The firm operates a four-pillar service platform: Investment Management (portfolio management, asset allocation, risk-return solutions, and investment analysis), Brokerage (purchase and sale of investment products, deal arranging, active trading desk and price provision, private placements), Custody and Clearing (Euroclear and DTCC eligible products, DVP transactions, security transfers), and Investment Products Distribution (treasury bills, notes, bonds, stocks and options, ETFs, structured notes, mutual funds, hedge funds). The underlying technology is a conventional securities brokerage and custody infrastructure rather than a proprietary digital platform.

GBAM monetizes through a mix of recurring management and custody fees and transactional brokerage commissions, distributed via a direct, sales-led GTM motion targeting Latin American investors seeking personalized service and offshore diversification. Pricing is not publicly disclosed, no funding rounds or external investors are present, and the firm relies on compliance partners (Grant Thornton for audit, Untitled SLC for legal counsel, Business Compliance Solutions for AML) to operate within its BVI regulatory envelope.

Name

GBAM LTD

Legal name

GBAM Securities Ltd.

Website

https://gbamsecurities.com

Company type

Private

Founded year

2016

Operating status

Operating

Short description

GBAM Securities Ltd. is a BVI-licensed, family-owned boutique investment firm (founded 2016, lineage to 1887) offering LATAM-focused investment management, brokerage, custody/clearing, and product distribution to Latin American clients seeking offshore diversification.

Ownership category

akta.pro rank

Headquarters

HQ city

Tortola

HQ country

British Virgin Islands

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Others

Revenue model

1. Investment Management: Portfolio management services including asset allocation, risk-return approach solutions, and investment analysis and planning.
2. Brokerage: Purchase/sale of investment products, arranging deals, active trading desk services, and private placements.
3. Custody and Clearing: Custody services for Euroclear and DTCC eligible products, DVP transactions, and security transfers.
4. Investment Products Distribution: Distribution of treasury bills, notes, bonds, stocks, options, ETFs, structured notes, mutual funds, and hedge funds.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

GBAM Securities is a licensed BVI investment business providing portfolio management, brokerage, custody and clearing, and investment product distribution services focused on LATAM fixed-income trading. It serves Latin American clients seeking comprehensive financial advice, geographic diversification, and access to investment vehicles including treasury bills, bonds, ETFs, structured notes, mutual funds, and hedge funds.

Product overview

GBAM Securities is a financial services firm offering a unified suite of investment services organized around four core pillars: Investment Management (portfolio management, asset allocation, risk-return solutions, and investment analysis), Custody and Clearing (Euroclear and DTCC eligible product custody, DVP transactions, security transfers), Brokerage (investment product trading, deal arranging, active trading desk, price provision, private placements), and Investment Products (treasury bills, notes, bonds, stocks, options, ETFs, structured notes, mutual funds, hedge funds). The company operates as a licensed investment business providing clients with comprehensive financial advice and personalized service.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Management Portfolio management, asset allocation, risk-return approach solutions, and investment analysis and planning services for clients seeking comprehensive investment advice. Targeted at Latin American investors requiring active or discretionary management of investment portfolios.
• Custody and Clearing Custody of Euroclear and DTCC eligible products, DVP transactions, and security transfer services. Provides regulated safekeeping and clearing for client securities holdings.
• Brokerage Purchase and sale of investment products, arranging deals, active trading desk and price provision, and private placements. Execution services for clients trading LATAM and international securities.
• Investment Products Distribution of treasury bills, notes, bonds, stocks, options, ETFs, structured notes, mutual funds, and hedge funds. Provides clients access to a diversified range of investment vehicles through a single provider.

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Four partnerships are on record, tiered core.

• Grant ThorntoncoreImplementation/ SI/ Consulting PartnerGrant Thornton provides international audit services to GBAM Securities. As a major accounting firm member, Grant Thornton offers independent audit and assurance services supporting GBAM's financial reporting and regulatory compliance requirements in the British Virgin Islands.
• Untitled SLCcoreImplementation/ SI/ Consulting PartnerUntitled SLC serves as BVI legal counsel for GBAM Securities, providing legal advice and counsel specific to British Virgin Islands regulatory requirements and applicable law.
• FSC (Financial Services Commission)coreOthersThe BVI Financial Services Commission is the regulatory body that licenses and supervises GBAM Securities under the Securities and Investment Business Act, 2010 (SIBA) with Investment Business License # SIBA/L/16/1103.
• Business Compliance SolutionscoreImplementation/ SI/ Consulting PartnerBusiness Compliance Solutions provides AML (Anti-Money Laundering) and compliance counsel to GBAM Securities, ensuring adherence to regulatory requirements and best practices in financial compliance.

Scale indicators3 records

Recent moves5 records

Expansion highlights3 records

Market position

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about GBAM LTD