Skip to main content

Press Release

23 October 2024

GAM Opens Miami Office and strengthens client team

  • GAM opens second US office in Miami to meet growing international client demand
  • Alejandro Moreno to head GAM’s new office and lead the development of GAM’s Investment Business partnering with international financial institutions based in Miami
  • Charissa Pal joining GAM as a business development manager in the Miami office

GAM USA Inc., a part of GAM Investments (“GAM”), has established a second US office in Miami.

A local office in Miami enables GAM to be closer to its expanding client base and meet increasing demand, with the goal of delivering exceptional service and supporting both the US and Latin American markets, along with coordinated efforts from its New York office and other representation in Montevideo and Santiago de Chile.

Our relationships and commitment to our US business has grown since our initial New York office was established in 1989, and we look forward to GAM’s Miami office serving our clients further.

GAM's dedication to serving clients has been steadfast over the past 40 years. Founded in 1983, GAM has earned a reputation for excellence in managing equity, fixed income, multi-asset, and alternative investments and is well-known for delivering sophisticated and varied strategies across global markets.

Alejandro Moreno, has relocated to South Florida to establish the Miami office, GAM’s second US office, and lead GAM’s US International clients distribution team based there. Miami’s vibrant financial district has become an important hub for Latin American, European and US financial institutions serving international clients.

Charissa, with 20 years of experience in the asset management sector, joins GAM from Alliance Bernstein, bringing a wealth of knowledge and understanding of international clients and their needs and has created strong relationships with key distributors in the region.

Leveraging our well-established, institutional-grade global investment platform, our focus is directed at addressing the investment needs of our clients by providing strategies that aim to diversify portfolios and surpass standard benchmarks. We are now more committed than ever to meeting the future needs of our investors by offering what we deem to be unique and benchmark-beating investment strategies.

Rossen Djounov, Global Head of Client solutions said, "We are delighted to announce the opening of our office in Miami, which reflects our long-term commitment to our clients. Miami is a strategic location for us, as it allows us to be closer to our clients and provide them with tailored solutions and excellent service. We have a strong and experienced team in place, led by Alejandro Moreno, who has been instrumental in growing our US International business. We are also excited to welcome Charissa Pal, who brings a wealth of expertise and knowledge to our team. We believe that our unique investment offering, combined with our local presence and global reach, will enable us to deliver value and performance to our clients."

 

For further information please contact:
Colin Bennett | GAM Media Relations
T +44 (0) 20 73 938 544
colin.bennett@gam.com

Visit us: www.gam.com
Follow us: X and LinkedIn


About GAM

GAM is an independent investment manager that is listed in Switzerland. It is an active, independent global asset manager that delivers distinctive and differentiated investment solutions for its clients across its Investment and Wealth Management Businesses. Its purpose is to protect and enhance its clients’ financial future. It attracts and empowers the brightest minds to provide investment leadership, innovation and a positive impact on society and the environment. Total assets under management were CHF 19.0 billion as of 30 June 2024.

GAM has global distribution with offices in 14 countries and is geographically diverse with clients in almost every continent. Headquartered in Zurich, GAM Investments was founded in 1983 and its registered office is at Hardstrasse 201 Zurich, 8037 Switzerland. For more information about GAM Investments, please visit www.gam.com.

Other important information

This release contains or may contain statements that constitute forward-looking statements. Words such as “anticipate”, “believe”, “expect”, "estimate", "aim", “project”, “forecast”, "risk", “likely”, “intend”, “outlook”, “should”, “could”, "would", “may”, “might”, "will", "continue", "plan", "probability", "indicative", "seek", “target”, “plan” and other similar expressions are intended to or may identify forward-looking statements.

Any such statements in this release speak only as of the date hereof and are based on assumptions and contingencies subject to change without notice, as are statements about market and industry trends, projections, guidance, and estimates. Any forward-looking statements in this release are not indications, guarantees, assurances or predictions of future performance and involve known and unknown risks, uncertainties and other factors, many of which are beyond the control of the person making such statements, its affiliates and its and their directors, officers, employees, agents and advisors and may involve significant elements of subjective judgement and assumptions as to future events which may or may not be correct and may cause actual results to differ materially from those expressed or implied in any such statements. You are strongly cautioned not to place undue reliance on forward-looking statements and no person accepts or assumes any liability in connection therewith.

This release is not a financial product or investment advice, a recommendation to acquire, exchange or dispose of securities or accounting, legal or tax advice. It has been prepared without taking into account the objectives, legal, financial or tax situation and needs of individuals. Before making an investment decision, individuals should consider the appropriateness of the information having regard to their own objectives, legal, financial and tax situation and needs and seek legal, tax and other advice as appropriate for their individual needs and jurisdiction.