OUR PRIVATE WEALTH SOLUTIONS

Private investors are showing a growing interest in accessing private markets. Recognizing the importance of this segment, Sainclair has consistently focused on private clients and, since the start, introduced its Private Wealth Solutions division to better serve this audience by offering tailored investment opportunities that meet their specific needs.

Diversify and Thrive: Invest with Sainclair

Unlock the potential of diverse returns with Sainclair's flexible, dynamic investment strategies. We go beyond traditional approaches, offering access to a wide array of financial instruments, including equities, commodities, and currencies, ensuring that your portfolio is both resilient and adaptable. With our innovative methods, including unconventional options like insurance-linked securities, we target consistent performance across multiple asset classes. Our strategic diversification aims to minimize risks and protect your capital, even in challenging market conditions. Let Sainclair guide your wealth toward long-term success and stability.

TAILORED WEALTH SOLUTIONS : OUR FOUR-STEP ADVISORY PROCESS

Sainclair Wealth Management provides an open product platform, offering clients personalized advice on a curated selection of premium financial products from trusted third-party providers.

"Our four-step advisory process enables us to fully address our clients' needs and implement a well-suited asset allocation that undergoes continuous review," explains Candice Rodney, Client Advisor.

The first step is client profiling, where we take a comprehensive view of all assets, even those managed by other firms. Our goal is to offer holistic guidance on the client’s entire wealth portfolio, enhancing existing holdings wherever they are managed. This stage allows us to deeply understand the client’s needs.

In the second step, we build and present a tailored portfolio. This phase often involves adjustments and refinements to align with client preferences.

The third step focuses on execution, a process that can be complex, involving the setup of intricate financial structures when necessary.

The final and most critical step is ongoing review. Regular assessment of the client’s evolving needs, alongside shifts in the markets, is key to delivering high-quality advisory services. This review process ensures that we continue to meet our clients’ objectives and adapt to changing circumstances, solidifying our commitment to exceptional wealth management.

“Today’s private investors are increasingly seeking access to private market investments. They are willing to embrace illiquidity in exchange for the potential of higher, well-calculated risk-adjusted returns.”

Caroline MILLER

Head of Private Wealth Solutions

EXCLUSIVE MARKET STRATEGIES FOR PRIVATE INVESTORS

Innovative and Transparent Market Solutions
We prioritize transparency and efficiency. Using advanced market strategies, we focus on liquid investments, offering flexible portfolios with real-time adjustments to meet market conditions while maximizing growth opportunities.

Tailored Wealth Management for Private Clients
At Sainclair, we offer specialized wealth management solutions focused on liquid markets, providing access to equities, bonds, futures, ETFs, and more. Our personalized approach aligns your portfolio with your financial goals, leveraging market data and analytical insights to deliver consistent, risk-adjusted returns.

Dynamic, Customized Investment Strategies
Our team of seasoned professionals creates tailored solutions that prioritize liquidity, security, and long-term growth. Whether you're seeking diversification or targeted returns, our expertise in global markets allows us to offer customizable strategies to help you achieve your financial ambitions with confidence.

"Contact us today for a personalized assessment of your wealth, and let us design tailored strategies to help you optimize and grow your financial portfolio."