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
05
Portfolio reviews at agreed intervals
06
A dedicated relationship manager to assist with all queries

For more details
Get in Touch

Please contact us if you have any questions or queries and your local representative will be in touch with you as soon as possible.

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