OUR GROUP
Our success is based primarily on the quality of the objective and impartial advice we offer to high-net-worth individuals, families, entrepreneurs and institutions. As a specialist in asset management with a broad and open architecture of products and services, we also offer the expertise of our family office.
OUR VALUES
OUR BUSINESS MODEL
Our partners
Our team
Experienced, but still passionate about our profession, we are convinced that we can exercise it with respect of a professional ethic based on four essential values:
Independence
Trust
Rigor
Confidentiality
SG Holdings GmbH is therefore free to select the best partners (custodian banks, brokers, fund companies, etc.) according to their professional qualities and specificities.
A tripartite relationship, the heart of our business
OPENING OF THE ACCOUNT
After a thorough analysis of the needs of our clients, they open an account with a partner bank. The selected bank will be the custodian of the client’s assets. As such, it is responsible for the administration of the account, the safekeeping of the securities and the execution of the instructions given to it by us, the manager.
MANAGEMENT AGREEMENT
The client signs a management or advisory mandate, which governs his relationship with SG Holdings GmbH. After a rigorous analysis with his manager, an investment profile is established, and the client determines the mandate best suited to his expectations. This mandate authorises the company to manage the client’s account and to transmit buy or sell orders on the financial markets to the bank.
DIRECT RELATIONSHIP
The asset manager is the permanent intermediary between the client and the bank. In order to ensure quality follow-up, regular meetings are scheduled, during which a detailed management report is drawn up. This meeting will also provide an opportunity to discuss the economic outlook and possible market opportunities.
The choice of the appropriate vehicle is important, but the choice of the location of the custodian bank is equally important. It will often be dictated by diversification and/or confidentiality requirements.
This is why we have established long-standing partnerships with banks Europe, Middle East and Asia (Switzerland, Monaco, Luxembourg, Singapore, Dubai, etc.), with which our clients can open their accounts through us.
The complementarity, experience and multidisciplinary nature of our teams enable our clients to obtain the appropriate answers to the many financial and wealth management challenges involved.