Focus on Value, because most investors focus on outlook and trends

Sterling Private Wealth is an independent, niche wealth management and consulting business that provides focused, holistic wealth management advice to entrepreneurs, corporate executives and retirees.
ABOUT US

We believe in building ever stronger relationships to push the boundaries of possibilities for our clients.

We provide focused holistic wealth management advice and services to entrepreneurs, corporate executives and retirees. We do this by fostering strong relationships with our clients, keeping the idea of being human at heart.

Core Principles

Our wealth management strategy relies on six key business principles, all important in nurturing a mutually-beneficial long-term relationship. We consider the following key values to be the foundations of our business:

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A two-way partnership with our clients
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Personal
interaction
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As simple as possible, as complex as necessary
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Cost-containment
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Long-term relationships
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Independence
SERVICES

Financial solutions

Sterling Private Wealth prides itself in partnering its clients with highly respected fund investment management teams, both globally and locally.

The greater Sterling advisory team enjoys over 100 years’ experience in retail high net worth client relationships and strategy, and has vast experience in manager selection, interrogation, and approval.

Local Financial Services

Local investments across a full spectrum of asset classes ranging from cash funds through to equity, property and bond funds and where necessary, specialised portfolios such as hedge fund products and structures

Offshore Financial Services

Direct offshore investments utilising either offshore allowances, or, where these have been fully utilised, additional offshore transfers through negotiated asset-swaps.

Wealth Management Process

Our wealth management services are specifically geared towards achieving long-term goals and objectives that have been agreed on at the start of our relationship.

Partnering System Providers

Administration services for the provision of products such as retirement funds and living annuities.

Investment Management

Sterling Private Wealth prides itself in partnering its clients with highly respected fund investment management teams, both globally and locally.

The Sterling Times

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