Company Tagline
Expat Wealth Management Specialists.
Industry Category
Business Keywords
Company Description
Sovereign Wealth excels in investment management, providing comprehensive solutions to help clients achieve their financial goals. With a focus on bespoke investing, retirement planning, inheritance tax and estate planning, tax efficiency, and protection & life insurance, Sovereign Wealth ensures that every client receives personalized and effective strategies.
Operating with a commitment to great service and trusted relationships, Sovereign Wealth serves professionals in the UAE and beyond. The team of advisors is highly qualified, and the company is backed by the strength and reputation of St James's Place, a FTSE 100 company recognized as Wealth Management Company of the Year 2022 in the UK.
Sovereign Wealth is dedicated to helping you make the most of your money through expert guidance and tailored financial planning. We invite the manager of Sovereign Wealth to create a customized and exclusive company showcase and product listing on our platform to further enhance your business's reach and potential.
Key Personnel / Employees
Compare Companies Side by Side
Compare Sovereign Wealth with 3 companies in Investment-Management
| Comparison Field |
Sovereign WealthMain Company |
CMS Wealth LtdView Profile |
EDWARD ASSET MANAGEM...View Profile |
Unividual Ltd: Finan...View Profile |
|---|---|---|---|---|
|
Founded Year
|
— | 2004 | 2000 | |
|
Company Size
|
— | 11-50 | 2-10 | 11-50 |
|
City
|
Aynho, Oxfordshire | Bath, England | ||
|
Country
|
United Kingdom | |||
|
Skills & Keywords
Comparing with main company
|
11 Total Skills
Investment Management
Wealth Management
Retirement Planning
Tax Planning
Estate Planning
Financial Planning
Life Insurance
Pensions
Investing
Savings
Inheritance Tax Planning
|
3 Total
3 Unique
Unique Skills:
Cashflow Modelling
Investment Solutions
ISAs
|
7 Total
1 Common
6 Unique
Match
9%
Common Skills:
Financial Planning
Unique Skills:
Business Protection
Independant Financial Advice
Investments
Pensions & Investment Advice
Pensions Planning
Protection
|
12 Total
1 Common
11 Unique
Match
9%
Common Skills:
Financial Planning
Unique Skills:
Business Consultancy
Business Structure
Equity Release
Financial Advice
Inheritance
Legacy Planning
+5
|
4
Total Companies2000
Oldest Founded1
Countries31
Unique SkillsSimilar Companies
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Alternative Company Names
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