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.
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:
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.