About - SailWealth

Shaping the Investment Landscape

At SailWealth, we unite global expertise in investment advisory, fund due diligence, and investor relations. Our team combines international experience with a shared commitment to excellence, delivering tailored solutions that align with each client’s strategic objectives and core values.

Message from the CEO

At SailWealth, our mission is to bridge the gap between exceptional investment opportunities and the wealth managers who strive to deliver the best outcomes for their clients.

We are dedicated to providing unparalleled access to industry-leading funds, backed by comprehensive research, robust due diligence, and a commitment to excellence. By empowering institutional investors with the tools and insights they need, we aim to foster growth, trust, and success in an ever-evolving financial landscape.

We are committed to excellence, transparency, and fostering long term partnerships that drive meaningful outcomes for you and your clients. Together, lets sail towards a brighter financial future.

Daniela Zloch
CEO

Meet the Team

Our Partners

Albion

Sales consulting company with a focus on the LATAM market.

Bloomberg

UK-based corporate advisory and accountancy services.

C&G Regulatory Solutions

Leading experts in financial services regulation, governance, and compliance.

Capital International Group

Leading global investment platform.

Capital Systematics

Manages regulatory oversight and compliance under the appointed representative scheme, ensuring adherence to FCA regulations and requirements.

Chartered Institute for Securities & Investment

Global professional body that sets the highest standards of professional excellence in a broad range of financial services disciplines.

CMS

All legal matters, including regulatory compliance and contractual reviews, are handled by CMS Legal, providing SailWealth with expert legal guidance.

Corporate Advisory & Accountancy Practice

SailWealth outsources all accounting and financial reporting services to, ensuring compliance with financial regulations and best practices.

Institute of Directors (IoD)

Professional organisation supporting business leaders with networking, guidance, and professional development.

Open Oceans Group

Boutique wealth advisory firm specialising in discretionary fund strategies and bespoke investment solutions.

Corporate social responsibility

Through our partnership with King’s Trust, SailWealth is actively involved in various initiatives aimed at improving financial literacy and fostering sustainable development across underprivileged sectors. Our contributions help fund scholarships, mentorship programs, and community-driven projects, with a focus on creating lasting positive change.

Company Values

Guided by integrity, driven by excellence

Integrity

We uphold the highest ethical standards in all our endeavours.

Innovation

We embrace change and seek innovative solutions to complex challenges.

Client Focus

We prioritize understanding and addressing our clients' unique needs.

Expertise

We leverage deep industry knowledge to provide strategic, results-driven solutions.

Transparency

We provide our clients with clear and comprehensive information to facilitate confident.

Knowledge

We cultivate and share knowledge to drive informed strategies and lasting success.

Excellence

We pursue the highest standards in performance, service, and impact.

Global mandate,
London based

At SailWealth, we specialize in investment advisory services tailored for institutional clients. Our transparent and regulated solutions ensure that your investments are managed with the utmost integrity and expertise.

ASIA

EUROPE

SOUTH AMERICA

AFRICA

London

Asia

Middle East

Asia

Malaysia

Asia

Thailand

Asia

Singapore

Europe

Germany

Europe

Switzerland

Europe

France

South America

Brazil

South America

Argentina

South America

Peru

Africa

Shaping the Investment Landscape

Meet the Team

Daniela Zloch

Amir Bourhfir