About Us

Overview

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.

Partnered Independence

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.

Freedom to grow

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.

Our Offerings

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:

Sophisticated Investment Solutions

Wealth Management

Insurance

Trading

Lending

Alternatives

OCIO

Capital Markets

And more/additional solutions

01
02

Compliance and Operations

Operations teams in South America, Miami and Texas

Real world compliance

White glove transition support

Customized solutions

Open architecture

Flexibility

01
02

Sophisticated Investment Solutions

Wealth Management

Insurance

Trading

Lending

Alternatives

OCIO

Capital Markets

And more/additional solutions

Compliance and Operations

Operations teams in South America, Miami and Texas

Real world compliance

White glove transition support

Customized solutions

Open architecture

Flexibility

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