Solutions
Asset & Wealth Management
SGCG’s asset and wealth management solutions are built around actively managed strategies designed to address the objectives of institutional investors, asset managers and private clients across a broad range of asset classes.
Actively managed strategies
Capabilities span actively managed certificates (AMCs), collateralised loan obligations (CLOs) and multi-asset portfolios.
Thematic and regional coverage
Thematic, global and regional strategies alongside alternative investment approaches.
Broad asset class access
Opportunities considered across equities, fixed income, commodities, alternative investments, digital assets and structured products.
Actively managed solutions across asset classes
SGCG’s asset and wealth management capabilities are centred on actively managed strategies, including actively managed certificates (AMCs), collateralised loan obligations (CLOs) and multi-asset portfolios. These strategies may be structured with a thematic, global or regional focus, and can incorporate alternative investment approaches alongside more traditional allocations.
Strategy construction draws on opportunities across equities, fixed income, commodities, alternative investments, digital assets and structured products, allowing portfolios to be tailored to the objectives, risk tolerance and investment horizon of different client groups, from institutional investors through to private clients.
Disciplined stewardship across the investment lifecycle
A structured set of capabilities supporting asset & wealth management mandates.
Actively managed certificates (AMCs)
Structuring of actively managed certificate strategies tailored to specified investment themes or mandates.
Collateralised loan obligations (CLOs)
Structuring capabilities relating to collateralised loan obligation strategies.
Multi-asset portfolios
Construction of portfolios diversified across multiple asset classes.
Thematic and regional strategies
Strategies developed around specific themes or regional market focus.
Alternative investments
Access to alternative investment approaches as part of a broader portfolio allocation.
Digital assets and structured products
Consideration of digital assets and structured products alongside traditional asset classes within portfolio construction.
Ideal for
Clients and counterparties typically engaged in this area.
- Institutional investors
- Asset managers
- Pension funds
- Insurers
- Sovereign wealth funds
The SGCG advantage
Institutional expertise
Portfolio construction informed by institutional asset and wealth management experience.
Disciplined risk management
A disciplined approach to risk management is applied across strategy design and ongoing portfolio oversight.
Technology-enabled process
Portfolio management and reporting processes are supported by technology-enabled tools.
Client-centric tailoring
Strategies are tailored to the specific objectives and constraints of each client group.
Global market access
Strategy construction draws on opportunities across a broad range of global asset classes.
How we work
Objective setting
Discussion of the client’s investment objectives, risk tolerance and asset class preferences.
Strategy design
Development of an actively managed strategy, whether thematic, global, regional or multi-asset in focus.
Implementation
Allocation across the relevant asset classes, including equities, fixed income, commodities, alternative investments, digital assets and structured products.
Ongoing monitoring
Continued oversight of portfolio positioning and risk against the agreed strategy.
Discuss an asset or wealth management strategy
Contact SGCG to discuss how actively managed strategies may be tailored to your organisation’s or portfolio’s objectives.
Products and services described are subject to applicable law, licensing and regulatory approvals. Certain products or services may be under development, may not be available in all jurisdictions, and this content does not constitute an offer, solicitation, recommendation or advice.