SATIB Insurance Brokers are proud to announce our strategic alliance with Skybound Capital Group as a value-added service to our clients.
Risk transfer and asset management are inexorably linked, which is why SATIB have partnered with Skybound and its regulated group of companies. Skybound takes a holistic approach to wealth management by providing portfolio and fund management, as well as wealth advisory services to a range of International and South African clients.
Skybound's services include:
Wealth Advisory:
Ongoing investment reviews and access to an investment committee that manages and advises you on all your financial affairs.
Asset Management:
Unit Trust Funds - provide traditional, multi-manager, asset management solutions for clients primarily invested in Retirement planning or Retirement funding products, on various administration platforms offering Unit Trust solutions.
Multi Manager Funds SA - provides access to specialised funds and fund management strategies that complement other investments.
Multi Manager Funds International - provides access to single strategy and multi-strategy funds across varying geographies, asset classes and currencies.
Share Portfolios - form part of many high net worth clients’ wealth, whether passive long term holdings or actively managed portfolios.
Money Market - access to better than average rates of interest through individual segregated client accounts.
Trust and fiduciary services:
Tailor-made solutions to help individuals and corporations in establishing offshore companies, trusts, foundations and fund administration.
Insurance:
In association with SATIB, ensuring that asset risks are appropriately transferred.
Legal, tax and business consulting:
Access to independent and internationally experienced advisors for Legal, Tax and Business needs.
Concierge and soft services:
For those who prefer having someone else sort out those “just can’t get to” matters.
As part of the risk review process, as a SATIB client, will receive a total analysis and assessment of your investments, your strategy and your associated risks.
Should you require a personal consultation to discuss how SATIB and Skybound Capital can be of assistance to you, please confirm a suitable day and time by reply to this advisory email.
Source: SATIB Insurance Brokers
No comments:
Post a Comment