About Us

Vision, Mission and Values


Gear Investments is an online discretionary wealth manager. We invest money in line with your risk profile and goals using an “active management approach”. Our approach involves ongoing market research and analysis to ensure your portfolio is balanced and optimised for the current market conditions. This “active management approach” differentiates Gear Investments from other online advisors in the UK market. By using technology, we can manage and grow your wealth for less than the cost of traditional financial services.


01

Investment management.

We use expert wealth managers.

02

Investment needs technology.

We use award winning software to create your portfolios.

03

Capital preservation.

Our strategies focus on capital preservation through diversification. We rebalance your portfolios on a regular basis to ensure that the risk level remains in-line with your goals.

04

Five different investment strategies

Different strategies depending on your risk profile.

05

​Asset Allocation

We aim to balance risk and reward by adjusting the percentages within the strategies according to your risk tolerance, goals and investment time frame.

06

Low Cost.

We use flexible, transparent and inexpensive ETFs.

07

Minimum Investment.

Invest from £5,000.

08

Transparent investing

Access to information about your investment.

09

Jargon free.

Information on your investment without​ the financial​ jargon.​

10

Profilling.

Determine your level of risk by using our self-assessment questions​.​

A few words from our CEO


Financial professionals have used digital investment advice tools for many years. These tools helped them to understand the investor’s profile, to prepare proposals and to gain an understanding of their goals. Today, technology plays a key role in the provision of these financial services by offering a wide range of investment management tools directly to customers.


We invest money in line with our customer’s risk profile and goals using an “active management approach”. This involves ongoing market research and analysis to ensure that our customer’s portfolios are balanced and optimised for the current market conditions. This “active management approach” differentiates Gear Investments from other online advisors in the UK market.


By combining technology with low-cost investments, we can manage and grow our customer’s wealth for less than the price of traditional financial services.


Gear is here.


Jaime Bolívar

CEO Gear Investment

Our investment team

At Gear Investments, we have a dedicated team of experienced portfolio managers and investment analysts led by Jaime Bolivar, Chief Executive Officer and Richard Phillips, Investment Manager. We employ a quantitative approach to investing using analysis and risk management. While no investment is guaranteed, our goal is to produce stable, long-term performance for our customers, while effectively managing risk.

team01

Jaime Bolivar

Director and Chief Executive Officer

Richard_G

Richard Phillips

Investment Manager

JorgeA2

Jorge Alvarez Lopategui

Platform Manager

SergioSJ2

Sergio San José, CFA

Investment Committee Member

ManuC2

Manuel Cuberos

Investment Committee Member

VeriC2

Verioska Contreras

Investment Committee Member

M_2

Manuel Rodriguez

IT Development Officer

IMG_G

Enrique Gallardo

IT Developer and UI/UX

B

Benji Villareal

IT Developer and UI/UX

pelegri

Pelegri Gallart

UI/UX Designer

cmaya

Carlos Maya

Frontend Developer

OGMff

Óscar García

Community Manager

Angus MacNee

Angus Macnee

Advisor

TODAY

  • timeline05

    February 2015

    Comenzamos a operar y somo muy felices por ello.

  • October 2015

    Gear Investments obtiene ceritifacion regulatoria de la FCA

  • timeline03

    February 2015

    Comenzamos a operar y somo muy felices por ello.

  • October 2015

    Gear Investments obtiene ceritifacion regulatoria de la FCA

  • timeline01

    January 2016

    Comenzamos a operar y somos muy felices por ello.

Gear Investments becomes the 1st Discretionary Investment Tool Online

Gear Investments have reached the top one position

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Gear Investments becomes the 1st Discretionary Investment Tool Online

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