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Your trusted partner for long term growth

SailWealth’s foundation lies on building long term partnerships. The Investor Relations team is as the primary interface between SailWealth and its investor base, ensuring high levels of transparency, communication, and service. It is responsible for managing all aspects of institutional investor engagement, product distribution, relationship building, portfolio support, and strategic performance communication. 

Investor relations services

Our core focus is centred around fostering trust, delivering educational resources, and ensuring smooth communication between investors and SailWealth whilst offering bespoke solutions tailored to specific financial objectives.

Investor outreach & engagement

Building and maintaining relationships with institutional investors, wealth managers, and family offices.

Tailored investor support & communication

Providing customized market insights, performance updates, and investor reports.

Educational initiatives & thought leadership

Hosting webinars, workshops, and publishing research to educate investors on market trends and investment strategies.

Regulatory & compliance reporting

Ensuring investors remain informed about relevant legal and compliance updates affecting their investments.

Global distribution reach

Our structured international distribution strategy is designed to maximise global reach and ensure institutional investors have seamless access to high-quality investment opportunities. It also focuses on developing tailored, country-specific approaches that align with local regulatory requirements.

Global network of institutional partners

Collaborating with private banks, wealth managers, and investment consultants in key financial hubs to expand our distribution footprint.

Regional market focus

International distribution in Europe, the Middle East, Asia-Pacific, and Latin America, yet leveraging tailored approaches to align with regional regulatory requirements and investor preferences.

Strategic partnerships

Engaging with select investment platforms and custodians to facilitate efficient onboarding and fund accessibility for institutional investors.

Multichannel engagement strategy

Combining in-person relationship management, digital platforms, and strategic conference participation to enhance visibility and access to key institutional decision-makers.

Compliance & regulatory adherence

Ensuring strict compliance with local regulations in all targeted jurisdictions, maintaining alignment with FCA and other relevant global regulatory bodies.

Technology-enabled distribution

Leveraging our proprietary client portal to provide real-time access to fund information, performance tracking, and due diligence materials, streamlining the investment decision-making process for international clients.

Bespoke Services

SailWealth combines personalised client service with cutting-edge technology to deliver a seamless experience, data-driven insights, and transparent portfolio access for institutional investors.

Client onboarding & account management

We facilitate a smooth and compliant onboarding experience for institutional investors, providing dedicated support throughout the relationship.

Technology-driven investor insights

Utilizing CRM systems and AI-powered analytics to track investor preferences and optimize engagement strategies.

In-house technology platform

SailWealth uses a proprietary technology platform, providing clients with seamless access to their investment information, portfolio performance, and due diligence reports. This platform enhances transparency, efficiency, and engagement with investors.