Sovereign Asset Management is the financial advisory division of The Sovereign Group. We provide investment advice to our international clients who seek to protect their assets, achieve their investment objectives and manage their affairs in a manner which meets their requirements for privacy.
Portfolios are designed to meet each client's personal circumstances. These take into account individual preferences for involvement in investment decisions, methods of communication and jurisdictional preferences. Examples of our model portfolios, with the associated research, can be accessed through the right hand bar on this page. This will give you an insight into the range of markets and securities we actively follow.
Sovereign Asset Management works with a carefully select group of custodian banks. These were chosen to meet the differing needs of our clients and to ensure the security of their assets in an appropriate jurisdiction.
Adhering to the principals of the Sovereign Group we place great emphasis on service and confidentiality. Directors of the company travel extensively to meet with clients to discuss changes in market conditions and strategy, and to ensure that we are fully meeting their expectations.