About Sagicor Wealth Management
Sagicor Wealth Management involves a wholistic approach towards wealth accumulation and generation on an individual client basis through the establishment of bespoke portfolios to meet specified client objectives.
This revolving process is centered around the client and involves a multilayered structured process, which hinges on a comprehensive understanding of the client’s total
wealth, desired return objectives and risk tolerance. Once the gap analysis is completed, our wealth advisors and investment specialists establish the wealth plan, which serves at the road map to closing the gap.
Our robust assessment includes the determination of the client’s ability and willingness to take the optimal level of risk, the client’s current financial circumstances, any liquidity needs, tax considerations and client’s stage in the investor lifecycle. The product of the thorough assessment is the establishment of a properly defined Investment Policy Statement, which guides the portfolio construction. Ongoing periodic reviews ensure that the investment process is up-to-date and serves to keep the investment portfolio on target to achieving the desired long-term results.
Customized Service Offering
Our Sagicor Wealth Management service is tailored to your individual financial needs. Making preparation today for future chapters of life that include tertiary education, evenpropertyownershipandevenretirementcanbesimplifiedwithSagicorWealthManagement. Our personalized service assist with addressing your financial wants, needs and objectives.
Our experienced team of strong, wealth managers, work with you as your fiduciary partner to ascertain your risk tolerance and objectives.
Our wide range of investment solutions will be attractive to both individual and institutional investors.
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Our Process: Simple and Client Focused