Sovereign Asset Management Limited (SAM) is the division of the Sovereign Group that provides advice and management on investment related matters, specific to client needs. SAM takes an informed and independent approach to making the decisions necessary to protect and maintain the value of our client’s wealth in real terms.

Our core investment philosophy is a strategy of risk management, in which we aim to achieve real and acceptable returns, whilst suppressing the risk and volatility associated with investment. However, we do advise on a whole range of strategies depending on client specific requirements. We are able to provide investment strategies that aim to generate positive returns in all market conditions.

Our services integrate well with The Sovereign Group’s expertise in international tax planning, legal, accounting and corporate services. This expertise, combined with SAM’s extensive experience and close ties with some of the worlds largest private banks, investment institutions, and some highly successful niche managers, means we provide a reliable, comprehensive and expert investment service.

Our purpose is to help clients meet their investment objectives whatever these may be. Whether it is a matter of enhancing deposit interest, maximising income or a structured approach to wealth preservation, SAM will be able to guide clients in finding the best solution. We can do this on an advisory or discretionary managed basis.