Fund Creation

In order to offer the most competitive and independent service for the creation of International Investment Funds, BAM has aligned with Sovereign Asset Management Ltd (SAM) which is located in Gibraltar and is licensed by the Gibraltar Financial Services Commission as a discretionary portfolio manager.

Investment Funds can be established, quickly and cheaply, in a variety of territories. We can also arrange for the provision of ancillary services such as custodian, administration and auditing functions.

As a consequence of having large sums of money under management, we able to negotiate extremely attractive deals with major financial institutions such as Pictet Bank, Credit Suisse, Coutts, UBS and others. Private Banks are not all the same, and it is important to make an informed decision about the services that they offer, and their investment expertise. Together with SAM, we are able to provide comprehensive advice on the suitability of a bank to meet a client's particular needs, and we enjoy preferential fee rates which can be passed on to the client.

We will help you choose a bank or work with your choice of bank – and save you fees. So the client can benefit from two levels of expertise and a more personalized service at no greater, and possibly even, at a lower cost.