service: Investment Management

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.

The core principles of our selection criteria are as follows:

  • We favour well respected individuals (not necessarily team or brand related), with in excess of 10 years measurable investment experience;
  • We advocate a blend of large managers (size is not necessarily a constraint), and boutique, smaller, flexible, independent managers, upon our approved fund list;
  • We do not favour a trading mentality and prefer bottom, up, conservative, margin of safety type approaches;
  • It is preferable for our selected managers to display a high degree of downside protection, as we understand the importance of this aspect of wealth planning in our mutual client’s lives. We seek to employ managers who guard against a permanent impairment of capital entrusted to us;
  • Our managers need to have a deep understanding of our end investors requirements and needs;
  • Low portfolio turnover;
  • Reasonable and fair pricing;
  • Fund managers with whom we can develop a lasting relationship based on mutual respect, understanding, patience and tolerance.

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