Our Services

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Portfolio and Asset Management

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Managing assets today requires agility, innovation and a constant re-assessment of assumptions and risks. Sartus Capital manages assets under both discretionary and advisory mandates. We work with our clients to define their investment horizon, their risk profile and their targeted investment criteria. This allows us to provide a totally bespoke and tailor-made investment service for our clients. Our approach encompasses asset allocation decisions, tactical trading, currency and other hedging overlays, individual investment selection, and constant risk monitoring and control. We regularly update our clients and work with them to deliver long-term investment performance and support. We also partner with best-in-class portfolio managers and invite them to joint venture with us to access prime opportunities -- specifically areas of investment where there are either high barriers to entry or certain niche products that allow the clients privileged access to unique investments. Our management and Board take the lead in upholding our stringent compliance and risk oversight requirements.

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Asset Consolidation and Reporting

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Wealth naturally generates a diverse array of assets in different jurisdictions, all of which need to be accounted for and efficiently employed. Whether it is stocks or art, planes or real estate, or any other assets, our consolidation and reporting services allow clients to view their portfolio across several different custodian banks and beyond. Our clients can easily and securely access their portfolios online or on a mobile device, with the ability to provide user-friendly tailor-made reporting to suit individual needs. We provide cost, risk and benchmark control monitoring, and ensure investments and charges are correctly reflected and booked with the various custodian banks. Transparency and precise consolidation of holdings are invaluable tools for families to plan and develop their distinct strategies to optimize wealth generation. Sartus is there to help each step of the way.

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Private Investment Opportunities

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Many great deals are not available in the public markets. Through our global network, we have constant access to direct private equity, direct lending, and direct property investments. We assist clients in accessing these deals and can facilitate the origination of suitable co-investment opportunities with like-minded investors. We also offer access to a range of leading private equity fund managers to diversify portfolio risks and boost returns.

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Merchant Banking and Debt Issuance

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Entrepreneurs need dynamic and discrete M&A and capital market services. Through our experienced international team and our partner, XP Investimentos, we can assist clients with merchant banking activities and provide debt issuance services, allowing clients to tap new international sources of financing and investment.

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Wealth Planning

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For today’s increasingly global families and investors, wealth planning is vital. We have the knowledge and experience to help clients plan and navigate through succession issues, redistribution of wealth and cross-jurisdictional challenges. Through our global offices and network, our team can also leverage a range of independent third party providers in all relevant fields, including tax and estate planning, trusts and foundations, and legal and corporate services.

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Family Office and Concierge Services

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Luxury in all its different forms is something to be earned and appreciated. We bring our privileged access to events, travel, property and staff management, art management and family accounting for our clients to enjoy.

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Philanthropic Advisory and Impact Investing

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What will be your legacy? Sartus works with a network of specialists to assist clients in planning, evaluating and completing philanthropic projects. In the sphere of impact investments, we collaborate with independent third party experts to assist clients in designing portfolios that support values that are in line with the client’s unique vision.

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