Sovereign capital management is a web-based investment management company providing a proper and well analyzed investment techniques, strategies,services with a long proven track record to our customers, financial advisors and investors who have the desire to grow their investment portfolio, provide good investment management and opportunities to their clients and maintain a good financial income flow. Dealing with various market opportunities and investment approaches since 2004, this company controls a lot of access to markets, opportunities and newer funds that seek to be innovative and stay ahead of the curve.
THE FUND OF FUNDS GENERATION
Sovereign pioneered the distinctive vision to create an institutional solution to not only navigate, but also facilitate and simplify, the alternative investment journey.
2004
Green Crest Capital began as an early investor in today’s most recognizable alternative investment funds, creating and managing several fund of funds catering to offshore high net worth investors.
Sovereign capital partners and Sovereign capital LTD partnerships became the funds’ independent administrator and auditor.
2004
We further expand the fund of funds offering to cater to US institutions and onshore high net worth investors.
2004
We develop one of the industry's first principal protected finance programs underwritten by our exceptional and experienced team.
2005
AN ADVISOR/DIRECT-CLIENTS FOCUSED, CUSTOMIZED APPROACH
Having a keen understanding of the industry, we realize that one size does not fit all, and advisors need more customizable options to avoid manager and strategy overlap in client portfolios. The clients too are introduced to multiple investment options to improve their investment results and grow their investments positions to create a desired portfolio figure.
2007
The Customized Portfolio Program (CPP) currently known as Passive Investment Management Positions (P.I.M.P) is launched, providing our valuable investors and financial advisors with a platform to build customized investment options/ hedge fund and private equity portfolios for their personal investment portfolio,
clients portfolio or team of investors network.
Clients invest in a diversified portfolios of multiple funds, and receive a consolidated account statement, reports and private transactions status per portfolio.
2008
Our proprietary technology, specifically designed for alternative/derivatives investing over the last 19 years, is re-tooled as a web-based platform. For the first time, our proprietary analytics, portfolio optimizer, research and due diligence, and reporting capabilities become available to our clients, providing enhanced transparency so advisors can serve their clients professionally and our distinct clients/investors also have a better, valued experience with us.
2009
Our portfolio optimization tools are further developed to help our team of trading experts and proprietary software engineers create complementary portfolios tailored to meet clients' existing holdings and returns.
We develop private label capabilities, providing advisors with personalized reports, branded websites and client facing materials.
2010
The Customized Portfolio Program is launched for institutions, and is adopted by several large regional banks, broker-dealers and other institutions as their premier outsourced alternative investing solution, bringing about our look into new alternative investments in Cryptocurrency and Decentralized blockchain assets , and FinTech markets.
OPERATIONAL EFFICIENCIES
2012
Green Crest Capital connects with all major legal custodial platforms and regulatory bodies to streamline transactional processes and provide integrated reporting.
2014
Improvements in our proprietary portfolio management technology help advisors instantly rebalance portfolio allocations, monitor portfolio liquidity, manage clients' cashflow needs, gain access to blockchain driven assets in various markets and brokerage services providers making us an Intermediary Discount Brokerage services providers firm at the time.
2015
Our Investment subscription packages process goes completely digital, further simplifying the process of subscribing to multiple markets and investments funds through one package. We now offer a simple, one-time, online subscription process (based on self will) but not entirely mandatory.
2018
Our technology becomes cloud-based, providing our clients with enhanced security, scalability, and resilience.
Sovereign Capital Management, Present Day Banner:
NEXT GENERATION TECHNOLOGY
2019
An advanced software system and proper investment strategy analyst techniques approach! Adding Derivatives and Blockchain driven assets, institutional private equity & hedge funds is as easy as adding items to your shopping cart. Advisors can select from a diverse list of rigorously vetted institutional private equity and hedge funds investing packages across various strategies, add it to their cart, and within seconds generate an institutional-quality portfolio investment destination and process for their clients and private portfolios.
The FUTURE is BRIGHT
100,000+ Clientele/Investors in over 21 countries across the globe.
We provide exceptional and widely automated alternative investment services, advices and guide to over 1000+ independent financial professionals and entrepreneurs network builders who represent over £4billion in assets collectively.
50+ Derivatives Funds and Diversified institutional Funds
Gain exposures to the industry's best-in-class institutional alternative investments, private equity & hedge funds who manage over $6 trillion in digital assets and traditional investment assets .
200+ Certified Team Leaders, Private Partners and Qualified Asset Managers
Benefit by Leveraging our team of over 200+ professionals with diverse backgrounds in finance,technology, real estate, sales and network marketing.
