GPI Personal Wealth Portrait

PWP, or Personal Wealth Portrait, is a platform tailored for our clients to evaluate investment performance and review their financial status in depth.
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Your Personal Wealth Portrait

Welcome to Personal Wealth Portrait (PWP) — a platform that gives you access to view all your finances in one place 24/7 on any web device. PWP enables you to collate information on your short-term finances like bank account(s), credit cards, loans and mortgages, view your fund information and investment portfolio at the click of a button. So whether you’re looking for an up-to-date valuation of your investments, want to assess how you’re progressing against your goals or simply wish to get in touch, PWP has it covered.

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    secure client portal with remote access

    all net assets in a single picture

    performance tracking

    automated presentations

    Discover how we create a true picture of your current financial position, this enables you to answer the question «Is this where I want to be».

    Discover how PWP works

    Real time reporting
    updated daily all over the globe

    Focused performance
    where do you want to be

    Interactive platform
    benchmarking, charts & analysis

    Cyber security
    privacy & confidentiality

    Information available
    24/7 365

    Multi-language & diverse currencies
    applicable to everyone

    Why will you really appreciate your Personal Wealth Portrait

    • Store and access all of your financial information in one, convenient, online location
    • Utilise a broad range of real-time data feeds, including property, all your investments, insurance policies, cars and bank accounts – anywhere, anytime
    • All of your assets and liabilities are conveniently together, so you can see everything you need at once
    • Consolidated reporting shows you the big picture, including a list of holdings, volatility and performance charts for each portfolio of assets
    • The GPI PWP puts you in control by physically seeing your true financial picture

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