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WEALTH MANAGEMENT

Corporate Services

Sovereign establishes and manages offshore and onshore company structures in almost all jurisdictions worldwide, typically to assist with foreign property ownership, tax planning, wealth protection, and facilitating cross-border business.

Trust Services

Sovereign offers specialist trustee services for the discerning client. As an independent company without any obligation to banks or other financial institution, independent advice can be readily given at all times – and at reasonable cost. Services include the drafting of trust deeds, and ongoing, professional, trustee services.

Sovereign Asset Management Limited (“SAM”)

SAM is a separate division that provides investment advice and other asset management services to Group clients. It is not tied to any private bank or asset manager and is committed to delivering genuinely objective and impartial investment advice. Additionally, its independent stance is complemented by enhanced levels of oversight and security.

Other Services

In addition to asset management through SAM, Sovereign has also developed a wide range of supporting services. Managed using separate divisions, the overall offering includes accounting, insurance broking, trademark and intellectual property registration and protection, and yacht and aircraft registration.

More Information

For more information on the setting up and management of offshore and onshore companies and trusts to assist with tax planning and asset protection, as well as other services offered by Sovereign, including asset management, capital raising and specialised tax advice, please see the website of the Sovereign Group.

Alternatively, contact us for more info.