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 in-house investment professionals can both provide sound solutions to your existing investments, acting as an outsourced CIO office, as well as utilise our in-house solutions to invest on your behalf. Alpha, our in-house investment solution also offers the ability to invest at varied entry points, enabling us to support clients with varying levels of wealth. We discuss and align ourselves with our clients’ wealth management goals as first port of call, in order to provide you with the best solutions appropriate to your needs.
- 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
