Ancillary Services

Providing You With More

AncillaryServices

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 instruct 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 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 relationships our clients can be assured of privileged access at favourable terms without paying additional charges for our services.

Downloads

Factsheet Brokerage Services
Factsheet Currency Deposits

Sovereign Asset Management Ltd.

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


Managing Director

Richard Foster


Directors

Chris Labrow, Gerry Kelly, Susan Rippingall


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