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.

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.

"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:

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1

A two-way partnership
with our clients

2

Personal interaction

3

As simple as possible, as complex as necessary

4

Cost-containment

5

Long-term relationships

6

Independence

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.

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  • Local investments across a full spectrum of asset classes
  • Investment products including retirement funds, preservation funds and structured wrappers
  • Estate planning including wills, trusts and tax affairs;

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. 

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.

  • Direct offshore investments utilising either offshore allowances, or through negotiated asset-swaps
  • Offshore portfolio management of funds held in overseas jurisdictions
  • Estate planning and tax guidance, including either establishing offshore trusts or managing/advising your existing offshore trust assets.

Holistic wealth management requires the use of the following service providers:

  • Administration services for the provision of products such as retirement funds and living annuities;
  • Asset management for the investment of funds into the various asset classes;
  • Estate planning (wills, trusts and tax advice);
  • Risk management (life assurance, including both personal and business risk management).

To provide a truly independent wealth management service where your interests are placed first, we utilise external companies for all of the above requirements. We are therefore able to objectively assess and change, if necessary, the services that these companies provide on our behalf to our clients.

We charge an initial once-off fee on the placement of new funds where appropriate, and a recurring advisory fee paid from your investment accounts under our management. These fees are based on a percentage of the investment value.

All fees or commissions earned are fully disclosed and agreed upon up front. Where we utilise companies for once-off or ad-hoc professional services (for example, wills and estate planning) we shall assess your requirements and then request a written quote from the relevant company for your consideration before proceeding.

We do not charge performance-based fees, as we do not believe that this approach aligns the clients objectives with those of the wealth management company. 

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