our services
Comprehensive and
Client Focused
BESPOKE SERVICES
TAILORED TO YOUR NEEDS
Drawing from vast experience in international Private Banking and Investment Management, we make it our priority to fully understand our clients’ unique financial, business and personal objectives. We use our expertise to devise an optimal strategy designed specifically to help reach your long-term financial objectives.
Investment management
At Sigma, we understand that taking investment decisions on your own, or transferring the responsibility to an investment professional means something different for every client. Our team of highly experienced investment professionals can provide sound insight to your existing investments, acting as an outsourced CIO office, as well as providing access to best-in-class solutions. We discuss and align ourselves with our clients’ objectives and goals as first port of call, in order to provide the best solutions appropriate to their needs via Sigma’s propriety Investment Management solutions, as well as access to market leading providers.
- Arranging custody and execution
- Advisory mandates
- Discretionary mandates
- Investment Solutions
Private banking & credit solutions
Our Private Banking services cater to our clients varied banking and cash management needs. Clients will benefit from a dedicated contact at the bank in addition to their Sigma relationship, ensuring the highest levels of service are maintained.
When it comes to credit solutions for our clients, our role spans much further than simply sourcing. From Real Estate, Investment Portfolios or other Asset-Backed Lending, we’re able to advise our clients on credit solutions with a wide selection of private banks and specialist lenders.
- Cash management
- Foreign exchange
- Access to multiple booking centers
- State-of-the-art technology
- Residential, Commercial and Development Real Estate finance
- Lombard loans
Family Office Services
Sigma Private Office operates as a Family Office employing a dedicated team who coordinate with outside professionals to provide solutions to the full range of a family’s financial and wealth management needs. As your Family Office, we make autonomous strategic decisions to help protect your wealth, and we’ll be with you every step of the way.
The first goal of a Family Office is to help clarify a family’s purpose and assist them in establishing a Family Governance Framework to ensure continuity and stability.
Once agreed, the Family Office will assist in structuring a clients’ wealth to last for future generations, as well as provide innovative and holistic solutions for ultra-affluent families.
- Cash & Liquidity Management
- Investment Committee
- Investment Strategy & Implementation
- Wealth Planning
- Accounting & Reporting
- Liability Management
We tailor investment strategies to your unique needs and goals.
