Wealth Management

Sovereign Wealth was founded in 2009 with the belief that ‘Together We’ll Prosper’. This means we believe that by bringing together the right Adviser for the right client and offering the best services and solutions available – we can provide an industry-leading service that powers prosperity for our clients. We now help over 10,000 clients with circa £2 billion of funds under management.

This collective approach has distinguished us from our peers and aided our rapid growth to one of the largest Principal Partner Practices of St. James’s Place Wealth Management with both a UK focus and international coverage from the Caribbean to Hong Kong and Singapore. We are committed to achieving the highest standards, all our advisers have a programme of professional development through leading certifiers such as the Personal Finance Society and the Chartered Insurance Institute

We are a client focussed award winning business with over £2 billion of funds under management for individuals, companies and trusts. Continued investment in technology, training and knowledge keeps us at the forefront of the wealth management industry and means our clients trust us to manage their wealth with care and attention