Wealth Management

Sovereign Wealth provide investment solutions as part of Sovereign’s Private Client and Pensions offerings. Our goal is to help our clients grow their wealth, enjoy it and pass it on to future generations.

Impartiality

Sovereign Wealth is not tied to any single investment manager or private bank and is committed to delivering genuinely objective and impartial financial guidance, as well as enhanced levels of oversight and security.

As independent wealth advisers, Sovereign Wealth does not hold client money in its own name. All assets are held securely by major recognised custodians.

The Sovereign Wealth Proposition

The international market offers an abundance of investment options and opportunities, many of which appear to be highly attractive. It can be extremely time consuming to research and carry out appropriate due diligence in order to make the right choice.

Sovereign Wealth cuts through this by delivering a simple and refined proposition suitable for both retail and sophisticated investors.

The minimum entry level is £50,000 as a lump sum investment or £25,000 for regular savers plus a minimum of £1,000 per month thereafter.

Key components of any Sovereign Wealth investment proposal include:-

01

Security and engagement with strong financial institutions

02

Portability and an absence of exit penalties or ‘lock-in’ periods

03

Clear, competitive and transparent fees

04

Regular valuations and oversight of performance, using suitable benchmarks

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Portfolio reviews at agreed intervals

06

A dedicated relationship manager to assist with all queries

Fee Structure

By harnessing the collective strength of its clients, Sovereign Wealth is able to negotiate significant discounts and the best possible terms with leading investment managers and investment platforms. All fees will be discussed and agreed at the outset.

Who can we help?

Sovereign Wealth offer investment solutions for individuals, companies, occupational pension funds, personal pension schemes, trusts and other structures.

Heritage

Sovereign Wealth is the trading name of Sovereign Asset Management Limited, which has successfully provided asset management services to its client base since its formation in 2000. Sovereign Wealth’s head office is in Gibraltar, a well-regulated financial services centre that has the status of a British Overseas Territory.

Regulation

Sovereign Wealth is regulated by the Gibraltar Financial Services Commission (FSC) (licence number FSC 00642B) in compliance with the Markets in Financial Instruments Act as an investment adviser, pension adviser and insurance intermediary.

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