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Wealth Management Header

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Private Wealth

banking.sbmgroup.mu/private-wealth

Private Wealth

Your uniqueness is our inspiration to grow.

At SBM Private Wealth, we understand that each of our clients is unique. We dedicate the best of our resources to build and maintain lifetime partnership. Our Relationship Managers work closely with our High Net Worth and families to accompany them in achieving their goals.

The SBM Private Wealth Management Division assists its clients in their growth as well as in devising investment management strategies to grow and preserve of their wealth for now and for their future generations. Over the years, the wealth management division has demonstrated its capabilities by offering bespoke banking and investment solutions to its clients based on their needs.

Wealth Management

When it comes to investing, you expect personalised and best in class service. At SBM Private Wealth, we engage actively with our clients through a systematic investment planning process to generate sustained value creation and risk control. This approach is reflected in the services we provide, namely:

Discretionary Portfolio Management

Our ‘actual discretionary portfolio management service’ is the right personalised solution for you. Your personal needs, financial targets and risk tolerance are set as the baseline while creating your portfolio. While our investment professionals will manage your assets, our portfolio managers will report to you regularly.
Advisory Services

If you prefer to make your own investment decision, our investment advisors can guide you through our advisory services. In an advisory consultation, we shall analyse your personal needs and risk profile to design your investment strategy. Our objective is to accompany you at each step through ongoing advice.
Structured Solutions

Structured products are among the solutions offered which play an important role in realising your investment goals. Our structured products are tailored to meet your individual needs as well as balance your requirements in terms of security and returns, offer Capital Protection, Yield enhancement, participation, leverage or any combination of all these. In addition, our strategic relation with multiple issuers enhances the prices our solutions.