How Sanctuary Global Works with International Advisors
Our team comprises experienced professionals with lifelong careers in wealth and investment management. We are passionate about this business. What further sets us apart in the industry is our client-focused mindset – which mirrors your own commitment to serving your clients to the best of your abilities.
While it is important that your clients know you are supported by a deeply qualified, reputable group of professionals, providing the safeguards of oversight and compliance, their relationship is with you, not with Sanctuary. You don't work for us, we work for you. This is why we are dedicated to helping you grow your brand, not Sanctuary's brand.
As a member of the Sanctuary network, every partner firm owns their own business, sets their own strategy, and controls their own practice, including compensation, investment solutions, and clientele. Our partner firms determine their client account sizes and household account minimums.
In addition to the 8,000+ mutual funds available to U.S.-based clients, Sanctuary offers offshore mutual funds, UCITS and securities-based lending for those clients based outside the United States. Our Investment Solutions group creates customized comprehensive solutions, incorporating the latest academic research, to deliver strategies designed to improve outcomes for investors.
Sanctuary’s offering for international advisors includes:
Wealth Management
Insurance
Trading
Lending
Alternatives
OCIO
Capital Markets
And more/additional solutions
Operations teams in South America, Miami and Texas
Real world compliance
White glove transition support
Customized solutions
Open architecture
Flexibility
Wealth Management
Insurance
Trading
Lending
Alternatives
OCIO
Capital Markets
And more/additional solutions
Operations teams in South America, Miami and Texas
Real world compliance
White glove transition support
Customized solutions
Open architecture
Flexibility
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