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, let’s sail towards a brighter financial future.

Daniela Zloch

CEO

Our Partners

Bloomberg
Bloomberg
A global financial technology and media company that provides real-time data, news, and analytics to professionals through its ubiquitous Bloomberg Terminal.
C&G Regulatory Solutions
C&G Regulatory Solutions
Leading experts in financial services regulation, governance, and compliance.
Capital International Group
Capital International Group
Leading global investment platform.
Capital Systematics
Capital Systematics
Manages regulatory oversight and compliance under the appointed representative scheme, ensuring adherence to FCA regulations and requirements.
Chartered Institute for Securities and Investment
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
CMS
All legal matters, including regulatory compliance and contractual reviews, are handled by CMS Legal, providing SailWealth with expert legal guidance.
Institute of Directors
Institute of Directors (IoD)
Professional organisation supporting business leaders with networking, guidance, and professional development.
KKVMS LLP
KKVMS LLP
SailWealth outsources all accounting and financial reporting services to KKVMS LLP, ensuring compliance with financial regulations and best practices.
Open Oceans Group
Open Oceans Group
Boutique wealth advisory firm specialising in discretionary fund strategies and bespoke investment solutions.

Corporate social responsibility

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

The King's Trust

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 prioritise 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 decision-making.

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

Investment advisory for institutional clients, from London.

New York--:--
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London, The Thames and the City at dusk
LondonThe Thames and the City at dusk
Frankfurt, The Main and the banking district
FrankfurtThe Main and the banking district
Paris, The city at dusk
ParisThe city at dusk
Zurich, Lake Zurich
ZurichLake Zurich
Dubai, Dubai Marina
DubaiDubai Marina
Hong Kong, Victoria Harbour
Hong KongVictoria Harbour
Shanghai, Lujiazui, Pudong
ShanghaiLujiazui, Pudong
Tokyo, Tokyo Tower and Minato
TokyoTokyo Tower and Minato
Singapore, Marina Bay
SingaporeMarina Bay
Kuala Lumpur, The Petronas Towers
Kuala LumpurThe Petronas Towers
Bangkok, The Chao Phraya at night
BangkokThe Chao Phraya at night
Mumbai, The city at sunset
MumbaiThe city at sunset
Sydney, The harbour and the CBD
SydneyThe harbour and the CBD
Johannesburg, The inner city
JohannesburgThe inner city
Cape Town, Table Mountain and the city
Cape TownTable Mountain and the city
New York, Midtown Manhattan
New YorkMidtown Manhattan
Bogotá, The city and the Eastern Hills
BogotáThe city and the Eastern Hills
Buenos Aires, Puerto Madero
Buenos AiresPuerto Madero
Santiago, The Andes and the Gran Torre
SantiagoThe Andes and the Gran Torre
UK

London

Asia

Middle East

Asia

Malaysia

Asia

Thailand

Asia

Singapore

Europe

France

Europe

Germany

Europe

Switzerland

South America

Brazil

South America

Argentina

South America

Peru

Africa

South Africa

Welcome to SailWealth

This website is intended for institutional investors and professional clients only.
By proceeding, you confirm that you meet the necessary qualifications as an institutional investor.

Please confirm that you are an institutional investor to continue. By accessing this site, you acknowledge that the information provided is intended solely for institutional investors and is not financial advice. 

If you are unsure about your status or need financial advice, please consult with a qualified professional.

SailWealth Ltd. is an Appointed Representative of Capital Systematics Ltd.