Sovereign Group’s core business is setting up and managing companies, trusts, pensions, insurance and other structures to meet the specific personal or business needs of our clients. Typically these needs would include tax planning, wealth protection, property ownership and facilitating cross border business. Sovereign is currently managing over 12,000 structures for a wide variety of clients. It work with public companies, charities and professional law and accountancy firms, but the majority of its clients are individuals – expatriates, entrepreneurs, consultants, private investors, or high net worth individuals (HNWIs) and their families .It has also developed a wide range of supporting services such as wealth management, specialist tax advice, yacht and aircraft registration, credit cards, fund formation, pension services, residence and citizenship applications, as well as trade mark and intellectual property registration and protection.
In short, it operates like a family office. The first Sovereign office opened in Gibraltar in 1987 and it now has offices or agents in all the major international finance centres (Europe – Middle East – Asia – Africa – Caribbean). This global reach enables Sovereign to provide local expertise on an international scale and allows its clients access to a global service from a local point of delivery. It also means that, in most cases, business can be conducted in the client’s first language. At a time when transparency and regulation have risen to the top of government agendas, Sovereign is committed to ensuring that its compliance and legal obligations – and those of its clients – are met. In all jurisdictions that require Sovereign to be licensed, it has applied for, and been granted, the appropriate authorization. To obtain these licenses, Sovereign has had to demonstrate its financial stability and probity as well as professional competence and integrity and the robustness of its systems.