Our investment managers are selected from some of the most prestigious and respected private banks and investment houses as well as some highly successful niche operators. The volume and importance of our business with them is a distinct advantage to Sovereign clients. SAM can provide guidance to clients on the selection of suitable managers, as well as added value in other important areas, which we can discuss with you.

Portfolios will be managed according to the stated investment objectives, using investment management techniques designed to achieve optimum performance. This can be done on either a full discretionary or advisory managed service. Whatever strategy is employed, the management of risk and volatility, corresponding with the expected returns, is a key element of the advice and management that is provided.

We are also able to provide investment strategies that aim to generate positive returns in all market conditions. This has resulted in lower volatility and better returns for our clients. We also develop mutual funds and investment products to meet the needs of our broad client base, and structures that offer efficient access to core strategies in an efficient and flexible manner.

We use prime financial institutions to act as custodian for client’s funds, liaising with both the client and the custodian to effect agreed transactions. Due to our broad range of services, these transactions can include, but are not limited to, investments into agreed funds, bonds, equities, options, currency deposits and others.