Segregated Family Accounts & Funds
This page is for Family Offices
- Sterling has the ready infrastructure – you avoid set-up & running costs (and headaches)
- Our independence means we protect you from rubbish in-house products (our industry’s favourite hobby)
- Outsourced fractional CIO model – allows you to to switch our services on-and-off.This could save you substantial fixed costs
Ready Infrastructure
SIM is based in United Kingdom and regulated by the FCA.
We manage money for clients.
We stick to our investment principles and invest in companies run by people
We behave, in all respects, just like mum would expect us to.
We have
Regulated Infrastructure
- Full FCA Permissions
- Compliance, operations and backoffice; ready to add other Funds
Team + Experience
- Fund Sponsor and running "knowhow"
- Experience of seeking FCA approvals and running segregated portfolios and Funds (more on Family Office page)
Challenges for Family Offices
Current situation
- Your operating costs are high... and frankly unnecessary
- Your investment team has (a) not much to do or even worse (b) they "create" work to look busy
Action required
- Root and branch review of all costs
- Simplify and reorganise... focus on what matters and leave the clutter
Sterling Solution
SIM platform is able to handle regulatory and transaction reporting, FCA submissions, compliance, trading, settlements, corporate actions, auditing, insurance cover and all other boring but necessary admin undertakings needed for a smooth operation.
Free up yourself from admin tasks...
- A win-win deal takes away your operational burden of “running the company” and opens up time to “run the fund” — you control the mandate
do what you love
- With the Sterling central team taking care of all day-to-day minutiae, you have the time to do what your have always loved – reading, thinking, bouncing ideas with great minds
- In short, time to enjoy your family wealth
Result
Get rid of all wasteful costs
Enjoy full control
This win-win approach frees you from silly but important admin tasks... while giving you full access to a professional, experienced, investment team.