About Us

GAIA’s beginnings can be traced back to the founding of the Asset Class Investors Association (ACIG) in 2004. Seven firms from Australia and New Zealand ran six monthly study group meetings – with each firm taking it in turns to host in their city.

By 2007, the number of firms had grown to eight, and ACIG members took part in a five day study tour of the USA.

In 2014, GAIA was officially formed, with five firms from outside Australasia joining the ACIG members.

In the years since, more firms have been accepted into GAIA, giving us a current total of 19 members around the world – including one provisional member. Member firms communicate regularly, share information and insights, and collaborate on key issues such as cybersecurity.

GAIA has traditionally held a much-anticipated annual conference, which includes celebrated guest speakers and upskilling opportunities for attendees. With Covid-19 impacting global travel in recent times, GAIA has hosted several virtual conferences, and our members continue to work collaboratively towards our shared vision of providing the best financial and investment advice to our clients.

GAIA Members

Our History

2004
ACIG formed

ACIG formed with the following firms:

  • Mancell Financial Group
  • Melbourne Private Wealth (changed to APW )
  • Stewart Partners
  • Alman Partners
  • Fowlers Group
  • Stewart Financial Group
  • Bradley Nuttall (now Cambridge Partners)
2006
Added one new member
  • Capital Partners
2013
New Members Added

The following firms joined the founding ACIG firms:

  • BpH
  • Lyra
  • Plancorp
  • PWL became official members
2014
GAIA Formed

The name was changed to the Global Association of Independent Advisors (GAIA).

2015
GAIA officially registered

GAIA officially registered as a membership organisation in Switzerland

2016
Official charter created
2017
Added four new members
  • Paradigm Norton
  • Bloomsbury Wealth
  • Capital Advisors
  • Equius Partners
2018
Added two new members
  • Magus Private Wealth
  • Abacus Wealth
2021
Added one new member
  • AES joined as provisional member

Membership Enquiries

If you are a financial advisory firm interested in becoming a GAIA member, please contact us.

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