Sovereign Asset Management


Sovereign Asset Management Limited (SAM) is the division of The Sovereign Group that provides asset management services to Group clients. Our goal is to help you grow your wealth, enjoy it and pass it on to future generations.


SAM provides investment advice and other asset management services to Sovereign Group clients. As an independent asset manager, SAM is not tied to any financial institution in respect of its products and services. It can therefore offer genuinely impartial advice, as well as enhanced levels of oversight and security, to its clients.

SAM’s primary role is to leverage the collective strength of its clients in order to access a carefully selected range of approved banking and investment solutions. This ensures that all its clients receive the privileged access and favourable terms that financial institutions would not generally extend to investors with their individual portfolio size.

In this way SAM’s clients benefit from its expertise and experience to gain additional levels of service and access at no extra cost. Indeed in certain cases, due to SAM’s enhanced buying power, fees can be reduced in comparison to those quoted by banks and investment managers to individuals.

SAM’s focus is on building strong, mutually beneficial relationships with its clients in order to offer a compelling and bespoke asset management service. SAM will first evaluate your financial background, requirements and objectives before formulating appropriate investment and risk strategies. Its goal is to help you grow your wealth.

The full range of services provided by SAM can be segmented into the following areas:

Private Clients

SAM can access the very best banking services and investment opportunities – and negotiate the lowest possible charges – on behalf of its clients. These services include, but are not limited to:

  • Advisory Services
  • Investment Management
  • Private Banking Introductions
  • Broker Accounts
  • Currency Deposits

We live in an era when asset security is a fundamental priority. SAM never holds client money in its own name. Funds are always lodged with universally recognised custodians. SAM will undertake due diligence on behalf of its clients and will continue to monitor financial stability and performance of the Investment Manager.

Sovereign Family Office (SFO)

SFO has two strategic goals – to preserve existing wealth and to enhance future growth. Every HNW family is unique but many family office issues are similar – asset structuring, investments, global custody, due diligence, reporting, tax and succession planning, as well as family and corporate governance. We will consolidate the complexities of your family affairs and business interests into an integrated and well-regulated process that will assist all generations.

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

Online Trading Fund Platforms

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. Our Online Trading Fund Platforms offer a carefully selected range of approved funds to ensure all SAM investors receive privileged access and favourable terms, regardless of portfolio size.

  • SAM Fund Platform (SFP) provides SAM clients with portfolio management and online trade execution tools on a platform offering over 5,000 Morningstar-rated Funds (equity, fixed income, multi-asset) in all major currencies and other products such as Bond Wrappers or Structured Notes. SFP can be accessed on either an advisory or an execution-only basis.

Sovereign Asset Management Ltd.

Suite 2B Mansion House
143 Main Street

Telephone Number: +350 200 41054
Fax Number: +350 200 41036

Company Registration Number


FSC Licence Number


Managing Director

Richard Foster


Chris Labrow, Gerry Kelly, Susan Rippingall, Eamon Bermingham

Share this story

An Uncertain Summer

The Olive Press – May 2016
Ian le Breton

This is my favourite time of the year. The weather is warming…

Follow us

Sovereign Trust (Gibraltar) Limited
Tel: +350 200 76173