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Our Services | Wealth Management and Estate Planning

Our wealth management services are tailored to the needs of individuals of high net worth and companies and broadly speaking encompass the following disciplines:


  • Asset Management
  • Investment Management
  • Portfolio Management
  • Taxation Planning
  • Estate Planning
  • Trusts and Foundations

Typically our clients who have already accumulated wealth are predominantly concerned with the preservation of value as opposed to attempting to achieve maximum return at all costs.

Our approach to assisting clients with the management of their investments is based on the expertise of the Sovereign International Group Investment Council in selecting the most appropriate blend of underlying investments. A balance has to be struck between those assets with the potential to deliver sustainable returns over the longer term, whilst providing attractive diversification characteristics for client’s portfolios.

Sovereign International Group partners can work with you to deliver expert objective guidance and recommend relevant applicable solutions that will work for each client’s specific situation.

© 2007 Sovereign International Group