Global Investment Services
High conviction, rigorously reviewed and focused on you
Global Investment Services (GIS) is a unique wealth offering for self-directed investors. We understand that high net worth clients and their families value being in control of their investment decisions. With this principle, GIS was developed as an outsourced Chief Investment Office and trading service. We source and regularly review investment opportunities across investment requirements and asset classes. This selective suite of solutions are grounded in robust research, and we share these opportunities and research with you.
A comprehensive investment offering and service
Investment opportunities are offered through either Global Investment Services or Private Wealth Global Markets.
Global Investment Services
Administration, custody services and ongoing due diligence.
- Access to investments generally out of reach to individual investors due to their offshore location, institutional-only format or high investment minimums.
- A curated investment menu that is carefully selected and regularly reviewed.
- Exclusivity through custom structures developed for our clients to meet their investment needs.
- Rigorous due diligence and governance for investment selection and ongoing review on all unlisted investments to ensure high conviction.
Private Wealth Global Markets
Specialised trading execution and service in listed and unlisted public markets. Invest in direct equities, ETFs, hybrids, fixed income and IPOs on the ASX and global equities across international exchanges and currencies.
- Access institutional pricing and liquidity.
- Execute block trades efficiently.
- Convert issuer sponsored holdings into “tradeable” positions.
- Speak to an Investment Specialist about strategies and execution in real time.
Both underpinned by:
Investment philosophy and approach
We take a global macroeconomic perspective, uncovering key themes that will shape the future. Our thematic approach means we focus on defining a particular opportunity and the drivers first. Then we look at the best methods to capture the investment opportunity.
View the global economy with a macro lens, identifying key themes in global investment markets.
Uncover the beneficiaries of these key themes, before they have the potential to become widely recognised.
Define the structural, economic and regulatory drivers to determine the opportunity and key risks.
Identify companies, industries or managers who can leverage these opportunities.
Additional resources
Perspectives 2025
April 4 2025
Each year, our Chief Investment Officer George Toubia releases his Perspectives – our annual outlook assessing global market events and identifying key investment themes and opportunities. In this edition, George covers how geopolitical, macroeconomic and technological changes are accelerating a transition to new global norms.
By George Toubia
Things you should know
© GIS Private Nominees Pty Limited ABN 93 000 626 264 AFSL 233727. The Global Investment Service (GIS) is offered by GIS Private Nominees Pty Limited ABN 93 000 626 264 AFSL 233727 (GISPN). GISPN is wholly owned by Westpac Banking Corporation ABN 33 007 457 141 (Westpac) and part of the Westpac Group. The Westpac Group does not stand behind or otherwise guarantee an investment’s capital value or performance. An investment through GIS is not an investment in, deposit with or any other liability of Westpac or any other company in the Westpac Group. The GIS Terms and Conditions can be obtained by contacting your Private Banker. This information is general in nature and has been prepared without taking your personal objectives, circumstances and needs and into account. You should consider the appropriateness of the information to your own circumstances and, if necessary, seek appropriate professional advice. Information from third parties is believed to be reliable but it has not been independently verified. GISPN is not responsible for the accuracy or completeness of information from third parties. Restatements of opinions from external sources (for example, from a fund manager or product issuer) are not the opinions or recommendations of GISPN. Before you decide to invest, you should review disclosure documents for the investment in detail to ensure you fully understand the features, risks and all relevant fees and charges that relate to the investment. There is a risk that you could lose some or all of your money invested. If you are unsure, or have further questions, please contact your Private Banker. This information does not constitute an offer, a solicitation of an offer, or an inducement to subscribe for, purchase or sell any financial instrument or to enter a legally binding contract. Past performance is not indicative of future performance. Any projections are statements of opinion only and predictive in character. Actual results may differ materially from these projections. Whilst we have used every effort to ensure that any projections are based on reasonable assumptions, the projections may be based on inaccurate assumptions or may not take into account known or unknown risks and uncertainties.
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Global Private Banking Awards, 2015 – 2025.
Westpac Private Bank is a division of the Westpac Banking Corporation ABN 33 007 457 141 AFSL and Australian credit licence 233714.