Institutional-grade expertise. Trusted partnerships. Investment portfolios to last generations.
Why Us
Why Us
Why Choose Us for Success?
Why Choose Us for Success?
Why Choose Us for Success?
At CBG Global Investments our objective is to simplify the complexity of investing by implementing solutions that are transparent, research driven and governed by a rigorous process. Every strategy is designed with a long-term focus on wealth creation, ensuring portfolios remain resilient, forward looking and aligned with global best practices in portfolio management.
Every client has unique goals, circumstances and aspirations. Our priority is to understand what matters most to each client, whether that’s preserving wealth, generating income, creating financial flexibility or planning for intergenerational wealth transfer. By gaining a clear picture of objectives, time horizons and risk tolerance, we ensure that every strategy we design is aligned with what our clients are ultimately trying to achieve.
At CBG Global Investments our objective is to simplify the complexity of investing by implementing solutions that are transparent, research driven and governed by a rigorous process. Every strategy is designed with a long-term focus on wealth creation, ensuring portfolios remain resilient, forward looking and aligned with global best practices in portfolio management.
Every client has unique goals, circumstances and aspirations. Our priority is to understand what matters most to each client, whether that’s preserving wealth, generating income, creating financial flexibility or planning for intergenerational wealth transfer. By gaining a clear picture of objectives, time horizons and risk tolerance, we ensure that every strategy we design is aligned with what our clients are ultimately trying to achieve.
At CBG Global Investments our objective is to simplify the complexity of investing by implementing solutions that are transparent, research driven and governed by a rigorous process. Every strategy is designed with a long-term focus on wealth creation, ensuring portfolios remain resilient, forward looking and aligned with global best practices in portfolio management.
Every client has unique goals, circumstances and aspirations. Our priority is to understand what matters most to each client, whether that’s preserving wealth, generating income, creating financial flexibility or planning for intergenerational wealth transfer. By gaining a clear picture of objectives, time horizons and risk tolerance, we ensure that every strategy we design is aligned with what our clients are ultimately trying to achieve.
Institutional Expertise
Institutional Expertise
Access to Exclusive Opportunities
Access to Exclusive Opportunities
Disciplined Portfolio Construction
Disciplined Portfolio Construction
Commitment to Transparency & Trust
Commitment to Transparency & Trust
Institutional Expertise
Access to Exclusive Opportunities
Disciplined Portfolio Construction
Commitment to Transparency & Trust
Our services
Our services
Our services
Explore Our Range Of Services
Explore Our Range Of Services
Explore Our Range Of Services
Portfolio Management & Advisory
We design and manage diversified portfolios tailored to each client's financial objectives and risk profile. Our disciplined investment approach blends global equities, fixed income and alternative assets to achieve consistent long-term returns. Portfolios are actively monitored and adjusted in line with evolving market conditions and client goals.
Portfolio Management & Advisory
We design and manage diversified portfolios tailored to each client's financial objectives and risk profile. Our disciplined investment approach blends global equities, fixed income and alternative assets to achieve consistent long-term returns. Portfolios are actively monitored and adjusted in line with evolving market conditions and client goals.
Portfolio Management & Advisory
We design and manage diversified portfolios tailored to each client's financial objectives and risk profile. Our disciplined investment approach blends global equities, fixed income and alternative assets to achieve consistent long-term returns. Portfolios are actively monitored and adjusted in line with evolving market conditions and client goals.
Alternative Investments
We provide clients access to institutional-grade private market opportunities across private credit, infrastructure and commercial real estate. These investments are selected for their ability to deliver stable income, capital preservation and returns uncorrelated to traditional equity markets. Each opportunity undergoes rigorous due diligence and manager assessment.
Alternative Investments
We provide clients access to institutional-grade private market opportunities across private credit, infrastructure and commercial real estate. These investments are selected for their ability to deliver stable income, capital preservation and returns uncorrelated to traditional equity markets. Each opportunity undergoes rigorous due diligence and manager assessment.
Alternative Investments
We provide clients access to institutional-grade private market opportunities across private credit, infrastructure and commercial real estate. These investments are selected for their ability to deliver stable income, capital preservation and returns uncorrelated to traditional equity markets. Each opportunity undergoes rigorous due diligence and manager assessment.
Strategic Partnerships & Wholesale Opportunities
Through our relationships with leading fund managers, investment platforms and institutional partners, we connect clients to exclusive wholesale opportunities not typically available to the public. This includes access to pre-IPO deals, private funds and managed investment opportunities that align with each client's investment strategy and objectives.
Strategic Partnerships & Wholesale Opportunities
Through our relationships with leading fund managers, investment platforms and institutional partners, we connect clients to exclusive wholesale opportunities not typically available to the public. This includes access to pre-IPO deals, private funds and managed investment opportunities that align with each client's investment strategy and objectives.
Strategic Partnerships & Wholesale Opportunities
Through our relationships with leading fund managers, investment platforms and institutional partners, we connect clients to exclusive wholesale opportunities not typically available to the public. This includes access to pre-IPO deals, private funds and managed investment opportunities that align with each client's investment strategy and objectives.
Who we work with
We Are Trusted By
Our network of trusted partners enables us to deliver a seamless investment experience for clients, combining access, research, and execution across global markets and specialist asset classes.
Who we work with
We Are Trusted By
Our network of trusted partners enables us to deliver a seamless investment experience for clients, combining access, research, and execution across global markets and specialist asset classes.
Who we work with
We Are Trusted By
Our network of trusted partners enables us to deliver a seamless investment experience for clients, combining access, research, and execution across global markets and specialist asset classes.
About Us
About Us
CBG Global Investments - Building Wealth With Intention, Structure and Expertise
CBG Global Investments - Building Wealth With Intention, Structure and Expertise
The CBG Global Investments business operates under RiverX Financial Services.
Christopher Gerace, the Principal of CBG Global Investments has extensive experience across many facets of the wealth management industry, making him ideally placed to assist in managing your financial affairs.
The CBG Global Investments business operates under RiverX Financial Services.
Christopher Gerace, the Principal of CBG Global Investments has extensive experience across many facets of the wealth management industry, making him ideally placed to assist in managing your financial affairs.
"I am an adviser who believes that building wealth should be a clear, disciplined and empowering experience for clients."
"I am an adviser who believes that building wealth should be a clear, disciplined and empowering experience for clients."
About Us
CBG Global Investments - Building Wealth With Intention, Structure and Expertise
The CBG Global Investments business operates under RiverX Financial Services.
Christopher Gerace, the Principal of CBG Global Investments has extensive experience across many facets of the wealth management industry, making him ideally placed to assist in managing your financial affairs.
"I am an adviser who believes that building wealth should be a clear, disciplined and empowering experience for clients."
Testimonials
Testimonials
Testimonials
What Our Clients Say
What Our Clients Say
What Our Clients Say
"I appreciate Christopher's genuine care for my financial goals. Every recommendation is clearly explained and I always feel confident knowing my investments are managed with integrity and attention to detail."
Oliver P
"I had always focused on property and never felt comfortable investing in financial markets. After working with Christopher, I gained the confidence to diversify into other asset classes, including equities and alternative investments into transport and infrastructure. My portfolio feels far more balanced and resilient."
Andreas M
"Christopher has provided exceptional guidance in building a well-balanced portfolio that performs consistently. His insight into both global markets and alternative investments has added real value to my overall strategy."
Michael G
"I appreciate Christopher's genuine care for my financial goals. Every recommendation is clearly explained and I always feel confident knowing my investments are managed with integrity and attention to detail."
Oliver P
"I had always focused on property and never felt comfortable investing in financial markets. After working with Christopher, I gained the confidence to diversify into other asset classes, including equities and alternative investments into transport and infrastructure. My portfolio feels far more balanced and resilient."
Andreas M
"Christopher has provided exceptional guidance in building a well-balanced portfolio that performs consistently. His insight into both global markets and alternative investments has added real value to my overall strategy."
Michael G
"I appreciate Christopher's genuine care for my financial goals. Every recommendation is clearly explained and I always feel confident knowing my investments are managed with integrity and attention to detail."
Oliver P
"I had always focused on property and never felt comfortable investing in financial markets. After working with Christopher, I gained the confidence to diversify into other asset classes, including equities and alternative investments into transport and infrastructure. My portfolio feels far more balanced and resilient."
Andreas M
"Christopher has provided exceptional guidance in building a well-balanced portfolio that performs consistently. His insight into both global markets and alternative investments has added real value to my overall strategy."
Michael G
Let's chat
Let's chat
Contact Us
Let's chat
Contact Us
Let's chat
Let's chat
Contact Us