It requires a great deal of boldness and a great deal of caution to make a great fortune, and when you have it requires 10 times as much to keep it!

Ralph Waldo Emerson
Wealth Management Services

Our aim is to provide for all the financial needs of our clients. We do this successfully by working closely with Private Bankers, Fund Managers, Tax Advisors and Legal Professionals, which enables us to offer the most up to date strategies and products. Clients can choose from a number of Investment Management options, designed to suit a range of needs and preferences, whether they are experienced or novice investors.

Sovereign & Partners create asset allocation modules for each of the investment profiles presented by a client's advisor. These take into account risk /reward appetite, timeline and exposure to various asset classes.

Discretionary portfolio management We manage the entire portfolio, providing returns that correspond with clients' risk tolerance and long-term investment objectives.

Advisory portfolio management An investment manager monitors the portfolio and all key decisions are discussed with the client before being executed.

Execution only servicesWe provide factual information, such as prices and a trading platform, but clients manage their own investments and dealings.