Asset Management _ Introduction

Established in 1987, The Sovereign Group provides a full range of wealth management services from over 25 strategically located offices worldwide. In addition to the Group's core services of establishment and management of companies, trusts and other structures, it offers tax planning, accounting, insurance and yacht registration services.

Sovereign Asset Management (SAM) was formed as a stand-alone, fully regulated asset management company. The firm is based in Gibraltar - a British overseas territory within the European Union - and regulated by the Gibraltar Financial Services Commission (FSC). Furthermore, SAM is authorised to passport its services into other EU countries.

SAM provides investment advice and other asset management services to Sovereign Group clients. We are not tied to any financial institutions such as banks or fund managers and consequently, we can offer genuinely impartial advice as well as enhanced levels of oversight and security to our clients. Our focus is on leveraging the collective strength of our clients in order to access our carefully selected, pre-eminent investment services.

Our focus is on building strong, mutually beneficial relationships and regardless of your needs, we can provide you with a compelling and bespoke solution. On this website, you can find more detailed information on our range of services for the following business activities:

Private Clients

  • Asset Management
  • Investment Management
  • Private Banking Introductions

Fund Creation

  • Fund Setup
  • Fund Management

Sovereign Family Office (SFO)

  • Private Banking Introduction
  • Asset and Investment Management
  • Fund establishment and management

Fund Range for Pension Transfers (QROPS/QNUPS)

  • Approved Fund Platform

Summit Accounts

  • Commercial Banking & Asset Management Solution

Ancillary Services

  • Brokerage Services
  • Currency Deposits
  • Fund Platform for Retail Investors
 

Sovereign Asset Management

Suite 2B Mansion House
143 Main Street
Gibraltar

Telephone Number: +350 200 41054
Fax Number: +350 200 41036
E-mail: sam@SovereignGroup.com

Company Registration Number
74253

FSC Licence Number
FSC00642B