Independent Wealth Consultant
Residency and Citizenship Advisor
The Sovereign Group
With its broad international reach and wide range of International private client services offerings, the Sovereign Group is a key corporate partner to PCS.
Established in 1987 the Sovereign Group currently manages over 20,000 clients that include companies, entrepreneurs, private investors, high net worth individuals and their families and have assets under administration in excess of US$10 billion.
Sovereign Groups global network of offices and highly experienced professional advisers enables it to provide local expertise with an international dimension, whilst allowing clients to access an international service from a local point of delivery.
Canaccord Genuity Wealth Management (CGWM)
As a multi award winning organisation, Canaccord Genuity Wealth Management (CGWM) provide tax efficient discretionary portfolio management, investment fund, stock broking and treasury services
The CGWM investment management team is supported by 12 investment committees, 65 in-house researchers and analysts and industry-leading tools and facilities. As of June 2020, CGWM managed and administered 25.9bn of assets.
CGWMs international network of offices and highly experienced investment management team ensures clients benefit from a global perspective and secures its place as a key corporate partner to PCS.
We Are Here To Help You
Private Client Services professionals will put you in contact with an adviser in your region. Their role is to assist you in determining which solution match your requirements, to liaise with our partners, and prepare and provide you with a comprehensive proposal.