About The GBI Platform
The GBI Platform is integrated into the world’s top wealth managers, custodians, banks and e-commerce companies in the U.S., Asia, and Europe. It allows underlying clients to buy, sell, and store precious metals and digital currencies within their existing accounts and trading systems. The GBI Platform works for the client, providing access to a global network of dealers and depositories on a “best execution” basis.
Institutional-Grade Physical Precious Metals Platform
An innovative combination of a global over-the-counter marketplace and a storage logistics network allows wealth managers and institutional investors to work with precious metals as a native asset class, maintaining assets under management, growing client assets and relationships.
For Wealth Managers, Funds, Separate Accounts…
Access physical gold, silver, platinum and palladium bars and coins through a competitive marketplace.
Over a dozen dealers, refiners and bullion banks participate in our marketplace, ensuring competitive pricing on an agency “best execution” basis.
Fully insured for replacement value by Lloyds of London.
Auditing of physical holdings by Inspectorate.
Seven global vaults: New York, Salt Lake City, London, Zurich, Australia, Toronto and Singapore; run by Brinks, Loomis and Malca-Amit
These features are available in a completely integrated solution that enables seamless trading and reporting on client statements. Works for fee-based/managed accounts as well as transactional accounts.
Institutional investors not working through a wealth manager (pension funds, endowments, mutual funds, hedge funds, etc.) can utilize all of the same capabilities through GBI Direct Access program.
Precious Metals Retailing Platform
Trade with over a dozen market makers, deliver globally and offer integrated customer storage and IRA support – all through one powerful platform.
The retail platform lets you and your developers build a complete web store or app quickly and easily by using our extensive APIs.
Or let the GBITS team build it for you. Our experts have implemented numerous retail portals around the world, in both shopping cart and brokerage-style storefronts.
Either way, you can count on the GBI marketplace and storage logistics network to provide better pricing, rapid execution, reduced backend and middle-office costs, and improved compliance while you concentrate on growing your business.
GBI Digital Has Expanded to Include Digital Assets
GBI has consolidated its crypto aptitudes into GBI Digital in order to provide the software to connect digital currency market makers to custodians and wealth managers, enabling reliable investment in this new asset class for their underlying customers.
Cryptocurrency Solutions
Our cryptocurrency platform is built on the same sound traditions as our other logistics and trading networks:
Assets are stored with a leading independent digital-asset custodian to provide maximum safety
Connections to multiple market makers and liquidity sources provide best-execution pricing
All of these systems can be integrated into a B2B customer’s banking and reporting systems
IRAs
GBI worked with the leading custodian/trustee to create a digital currency IRA platform that raises the bar for the industry, with easy account setup, safety and compliance. Over time, this platform will be expanded to include digitized assets.
Asset & Wealth Management
Asset and wealth managers can buy, sell and store digital currency through their existing trading/customer platforms, just like other traditional asset classes – easily, safely and under their management.
Gold Backed Digital Currency
GBI also works with companies issuing precious-metals-backed digital currencies/utility tokens. Our platform enables just-in-time market making, NAV calculation, storage logistics, fee management and more.
Technology Services for Alternative Assets
The GBI technology services (GBITS) team provides custom technology to help financial companies operate more efficiently and maximize organic growth opportunities.
Time Optimization
Cost Efficiency
Experts Proficiency
GBI Technology Services (GBITS)
(GBITS) has extensive experience creating and powering state-of-the-art platforms for some of the largest and most well-respected financial firms, banks, institutions and retail clients around the globe.
We are experts in solution architecture, data centers and information security technologies. The GBITS technology platform is based upon a “service-oriented architecture”. We have an extensive list of ready-to-deploy building blocks that provide all the functionality required to build any fintech solution.
The GBI Team
GBI’s management team and boards prossess a depth of financial services and technology industry leadership experience, which they bring it to bear for our clients.
Board of Managers/Co-Founder
Mr. Feldman was a partner at Goldman Sachs where he was the founder and head of the global infrastructure fund with over $10B under management and served on numerous corporate boards. He was also the co-founder and head of AgCoA, the firm’s agricultural land business. Prior to that he held a variety of investing and banking roles in real estate, including lead developer of Goldman Sachs’ global headquarters at 200 West Street. He received his B.S. in Economics from the Wharton School of Business at the University of Pennsylvania and a J.D. from New York University Law School.
Steven Feldman
Chief Executive Officer Co-Founder
Chief Technology Officer
Mr. Custer has over 30 years of experience leading the development of Fintech solutions for companies including American Express, American Airlines, Moody Associates, Wells Fargo Bank, Lloyds of London, Gates Foundation. BACML, UBS, British Royal Mint, SBI of Japan, Equity Trust, INTL FCStone and a magnitude of other B2C and B2B platforms domestically and internationally.
Peter Custer
Chief Technology Officer
Chief Marketing Officer
Mr. Daley is responsible for managing the retail division and marketing operations of the firm. He has a long history in technology, most recently as an independent e-commerce entrepreneur and consultant with clients spanning the financial advisory and alternative investments sector. He was previously at Microsoft where he worked to bring research and novel productions to market, including inside and outside venture investments and IP creation.
Alex Daley
Chief Marketing Officer
Chief Operating Officer
Mr. Scher is the President and Chief Operating Officer of GBI as well as being responsible for the strategic direction and management of the Wealth Management Division. Before joining he spent 18 years at Merrill Lynch most recently as First Vice President (FVP) of services in ML’s Banking and Brokerage Business. Prior, he was FVP of operations in ML’s proprietary asset management division responsible for retail operations and services of its Mutual Funds, Separate Accounts and Alternative Investment Business.
Marc C. Scher
President
Managers & Advisors
Chairman of the Advisory Board
Eric Schwartz is a private investor with a focus on the financial services industry. In support of those investments, he served as Chairman-elect of Nikko Asset Management, the third largest asset manager in Japan, from 2008 until its sale in 2009, and currently serves as Chairman of Jefferson National, an insurance company that principally provides low-cost variable annuities to US consumers through the fee-based advisor community; as Chairman of Gold Bullion International, a precious metals dealer based in the U.S.; as a board member at lndostar Capital, a finance company based in India; and as a board member of Prosper Marketplace, an internet-based consumer lending platform in the U.S.
Earlier in his career Eric served on the Management Committee of Goldman Sachs, where over time he was co-CEO of the Global Equities and Investment Management Divisions and was a partner in the Equity Capital Markets unit of the Investment Banking Division. At the time of his departure in June 2007 he was also co-head of the Firm’s Partnership Committee, tasked with supervising the process of promoting new partners.
He graduated from the Wharton School of the University of Pennsylvania with a B.S. E. (summa cum laude) and M.B.A. in 1984 and 1985, respectively.
He serves as Chairman of Securing America’s Future Energy (SAFE), an independent advocacy group dedicated to the development and implementation of a comprehensive energy security policy by the United States; as a director of the Food Bank for New York City; and as Chairman of an investment committee overseeing a large philanthropic endowment.
Eric Schwartz
Board of Managers/Co-Founder
Dan is a veteran Global Macro investor and a co-founder of GBI. In his 20 year career, he has worked as a portfolio manager and analyst with a number of well-known investors such as Stan Druckenmiller (Duquesne Capital), Michael Steinhardt (Steinhardt Capital), Julian Robertson (Tiger Management), Steve Cohen (SAC Capital), and Lord Rothschild (RIT Capital).
He founded a global macro fund, DTAP Capital, in 2004, co-founded a private U.S. farmland REIT, AGCOA, in 2007, GBI in 2008, and US Farm Trust in 2013. He is a member of the Economic Club of New York and Business Executives for National Security (BENS). Dan sits on the investment committee of the Lawrenceville School, where he is a board member. Dan graduated Phi Beta Kappa with a BA in 1990 and an MA in History in 1991 from Brown University.
Dan Tapiero
Board of Managers
John Hathaway, Senior Managing Director, is a Portfolio Manager and a member of !he Investment Committee at Tocqueville Asset Management L.P. He is also a Director of Tocqueville Management Corp., the General Partner of Tocqueville Asset Management.
Mr. Hathaway, who has 39 years of investment experience, manages the Tocqueville Gold Fund, Tocqueville Gold Partners and separate accounts for individual and institutional clients following a gold strategy.
Prior to joining Tocqueville in 1998, Mr. Hathaway began his career in 1970 as an Equity Analyst with Spencer Trask & Co. In 1976 he joined the investment advisory firm David J. Greene and Company, where he became a Partner. In 1986 he founded and managed Hudson capital Advisors followed by seven years with Oak Hall Advisors as the Chief Investment Officer.
Mr. Hathaway has a B.A. degree from Harvard College, an M.B.A. from the University of Virginia and is a CFA charter holder.
John Hathaway
Board of Managers
John Hart is Vice Chairman of New York Private Bank & Trust Company. He has over 35 years of experience in the banking sector, primarily in Investments and Private Wealth Management. For more than 25 years, Mr. Hart has been responsible for the Capital Markets and Banking Divisions of Emigrant Bank. He also serves as a Director of Emigrant Capital Corporation, Emigrant Mortgage Company, Inc., Emigrant Funding Corporation, Emigrant Agency Inc. and Independent Means, Inc. Prior to New York Private Bank & Trust, he was a Senior Director of capital Markets for 9 years at Meritor Savings Bank.
Mr. Hart is deeply involved in his community. He serves as Chairman of the Board of The Tanenbaum Center for Interreligious Understanding, on the Advisory Board of the Bowery Mission in New York City, on the Board of Governors of Opportunity International, and cochairs the New York Advisory Board of St. Joseph’s University. He is a past Chairman of the Board of Hope Church in Wilton, Connecticut and of the Christian Heritage School in Trumbull, Connecticut.
Mr. Hart received his MBA in Finance and Banking from Saint Joseph’s University and a BA in Accounting from Pennsylvania State University.
John Hart
Advisory Board
Edward J. Mathias is a Managing Director and Partner of The Carlyle Group, a Global Alternative Asset Management firm. He was instrumental in the founding of The Carlyle Group and assisted in raising the firm’s initial capital. Prior to joining Carlyle in January 1994, Mr. Mathias was a longtime member of the Management Committee and Board of Directors of T. Rowe Price Associates, Inc., a major investment management organization. He presently oversees Carlyle’s Growth Products, spanning the globe and has a long history in venture capital and extensive experience in the emerging/frontier markets. Mr. Mathias holds an M.B.A. from Harvard Business School and an undergraduate degree from the University of Pennsylvania where he is a Trustee. He is also a member of The Council on Foreign Relations , serves as Program Chairman for The Economic Club of Washington and is a member of The Trustees’ Council at The National Gallery of Art.
Edward J . Mathias
Advisory Board
Mr. Levitt was the 25th Chairman of the United States Securities and Exchange Commission. First appointed by President Clinton in July 1993, the President reappointed Chairman Levitt to a second five-year term in May 1998. In September 1999, he became the longest-serving Chairman of the Commission. He left the Commission in February 2001. Mr. Levitt joined The Carlyle Group in May 2001 as a Senior Advisor to the firm. He advises Carlyle management on strategic business matters.
Before joining the Commission, Mr. Levitt owned Roll Call, a newspaper that covers Capitol Hill. From 1989 to 1993, he served as the Chairman of the New York City Economic Development Corporation, and from 1978 to 1989, he was the Chairman of the American Stock Exchange. Prior to joining the Amex, Mr. Levitt worked for 16 years on Wall Street.
Mr. Levitt graduated from Williams College, where he was a member of Phi Beta Kappa, in 1952 before serving for two years in the Air Force. Levitt’s bestselling book, TAKE ON THE STREET: What Wall street and Corporate America Don’t Want You to Know/What You Can Do to Fight Back was published by Pantheon Books in October, 2002.
Arthur Levitt
Advisory Board
Sallie L. Krawcheck is the past President of Global Wealth & Investment Management for Bank of America, the largest wealth management business in the world. Prior to joining Bank of America, Ms. Krawcheck was the Chief Executive Officer and Chairman for Citi Global Wealth Management responsible for this Citi Private Bank, Citi Smith Barney and Citi Investment Research. Prior to joining Citi, Ms. Krawcheck was chairman and chief executive officer of Sanford C. Bernstein & Company. She began her career as a research analyst, covering the financial services industry, a role in Which she was consistently ranked first in her field by “Institutional Investor.”
She is a member of the Bretton Woods Committee, on the board of Carnegie Hall, on the board of Finra and on the investment committee for The University of North Carolina at Chapel Hill. She is a member of the board of overseers of Columbia University Business School. Krawcheck is a past member of the Board of Directors of Dell Inc, Blackrock and of the NY Economic Club.
Sallie L. Krawcheck
Advisory Board
General Clark serves as Chairman and CEO of Wesley K. Clark & Associates, a strategic consulting firm; Co-Chairman of Growth Energy; senior fellow at UCLA:s Burkle Center for International Relations; Chairman of Clean Terra, Inc.; Director of International Crisis Group; Chairman of City Year Little Rock; as well as numerous corporate boards. General Clark has authored three books and serves as a member of the Clinton Global Initiative’s Energy & Climate Change Advisory Board, and ACORE’s Advisory Board.
Clark retired a four star general after 38 years in the United States Army. He graduated first in his class at West Point and completed degrees in Philosophy, Politics and Economics at Oxford University (B.A. and M.A.) as a Rhodes Scholar. While serving in Vietnam, he commanded an infantry company in combat where he was severely wounded and evacuated home on a stretcher. He later commanded at the battalion, brigade and division level, and served in a number of significant staff positions, including service as the Director Strategic Plans and Policy (J-5). In his last assignment as Supreme Allied Commander Europe he led NATO forces to victory in Operation Allied Force, saving 1.5 million Albanians from ethnic cleansing.
General Wesley K. Clark