Brokerage Services

Our focus is on building strong, mutually beneficial relationships with our selected brokerage firms to encourage a better, more efficient service for our clients. As members of their local, in-country stock exchanges, our brokers guarantee best execution in their home markets and are required to abide by the rules of the local exchange thus guaranteeing our clients a highly regulated and reliable service.

Sovereign Asset Management (SAM) can open brokerage accounts for Sovereign Group clients quickly and efficiently without the need for arduous paperwork. For Execution-Only brokerage, the client can instructs either SAM or the broker directly. For Advisory account services either SAM or the broker offer advice, but the client makes the final decision. Discretionary brokerage clients give either SAM or the broker full leeway to invest on their behalf.

We will provide you with an individual consultation to find out which account type will be most suitable and cost effective for your needs.

Currency Deposits

Sovereign Asset Management (SAM) can facilitate bank deposits accounts, a solution which is exclusively open to Sovereign Group clients. These accounts are ideal for clients who wish to maintain substantial cash deposits, yet have access to their money for any new investments. We can offer the accounts either as instant access or fixed term deposits in all major currencies.

Our focus is on leveraging the collective strength of our clients in order to benefit from the highest interest rates available. SAM works with a dedicated range of international banks and we can typically arrange for an account to be opened within a few days and will assist in ongoing client service.

Due to SAM’s long-term banking relationship with those banks, so our client can be assured of privileged access at favourable terms without paying additional charges for our services.

Fund Platform for Retail Investors

SAM has developed strong relationships with reputable fund providers and maintains a close dialogue in order to monitor performance and investment strategies on an ongoing basis. Investors benefit from our excellent relationships and financial expertise. Clients can select from our approved range of funds themselves, confident in the knowledge that they have been thoroughly researched and approved, or alternatively SAM is available to you for providing advice.

We offer a carefully selected range of approved funds to ensure all of our investors receive privileged access and favourable terms, regardless of portfolio size and thus make the service more accessible to a larger proportion of Sovereign’s clients. Investors benefit from our expertise and experience resulting in an additional level of service and commitment.

On an informed basis we can provide you with a high-quality concept of investment solutions meeting various risk-return profiles, investment horizons, currencies and geographical preferences.

 

Downloads

	Factsheet Brokerage Services
	Factsheet Currency Deposits
	Factsheet Fund Platform