Sovereign was established with a clear vision to provide clients with a superior level of service. Every family has a unique set of requirements, and we tailor our Private Wealth advice to guide you and your family through each stage of the financial lifecycle.

We have more than 60 years of combined experience working within financial services, specifically in Private Banking and Wealth Management.


  • Under Management

    $150M


  • Partnerships with

    89

    Clients


  • Experienced Team of

    05


  • Founded In

    2016

Our
Guiding Principles

Honesty

Ethical and transparent advice aligned with our clients interests.

Accountability

Responsible for delivering results our clients expect and deserve.

Tenacity

Commitment to providing deeply researched, innovative and bespoke solutions.