Sovereign Wealth Partners is part of the new wave of small, autonomous and fast growing companies drawing on world class resources and their wealth of experience, to provide elegant and agile financial advice for private clients and not-for-profit organisations.
Sovereign Wealth Partners was founded in July 2015 by four professional advisers with a vision to challenge conventional wisdom in financial services and provide a great financial advice experience for their clients.
Together the founders have more than seventy five years’ experience in wealth management, most recently, as colleagues in the development and growth of the Wealth Management practice of Macquarie Private Wealth.
The core of our service is to design and build financial pathways to solve the issues of money, planning and advice – all essential ingredients in the pursuit of meeting your aspirations. Our purpose is to empower and assist our clients so they have the confidence to achieve more.
Company Details
- Founded
- -
- Address
- Level 26, 20 Bond St, Sydney,nsw 2000,australia
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- sovereignwp.com
- HQ
- Sydney, NSW
Sovereign Wealth Partners Questions
Sovereign Wealth Partners's website is sovereignwp.com
Sovereign Wealth Partners's LinkedIn profile is https://au.linkedin.com/company/sovereignwp
Sovereign Wealth Partners's industry is
Financial Services
Sovereign Wealth Partners's top competitors are
Esencia Wealth,
Captegra,
Vsbs,
Advise Wise,
Later Life Advice,
Sovereign Wealth Portfolio Limited,
Sovereign Advisors,
Insight Private Wealth,
Black Pearl Private Clients,
Wealthpro Sunshine Coast.
Sovereign Wealth Partners's categories are Financial Services
Sovereign Wealth Partners's founding year is 2015
