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Wealth Planning

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Our Team

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Over the years, your personal needs, requirements and expectations change. Why then settle for a static financial plan?
At SBM Private Wealth, we understand that change is a constant and we are here to support and provide you with the right solution at each and every step. We carefully listen to your needs and goals before building an effective financial plan which can help you achieve them. We know that each individual need is unique; this is why our wealth professionals are ideally suited to help you manage your assets.
Our products and services offer a holistic investment solution that includes financial planning, wealth structuring access to external tax specialists, relocation, retirement, succession and philanthropy.
Are you interested in learning more about our products and Services?
Our experts would be happy to discuss all of the options available to you.
T : 202 1333
E : privatewealth@sbmgroup.mu
Private About us text section
At SBM Private Wealth, we understand that each of our clients is unique. We dedicate the best of our resources to build and maintain a lifetime partnership. Our Relationship Managers work closely with High Net Worth individuals and families to accompany them in achieving their goals.
SBM Private Wealth assists its clients in their growth as well as in devising investment management strategies to grow and preserve their wealth for now and for the future. Over the years, SBM Private Wealth has demonstrated its capabilities by offering bespoke banking and investment solutions to its clients based on their needs.
Our Team
At SBM, our dedicated team of experts provides you with all the tools to lead an impactful financial life. We support you in fulfilling your unique ambitions. We take time to understand what really matters to you and provide you with solutions to strike the right balance between your immediate and future needs.
We take note of your objectives, evaluate your risk attitude and develop a wealth management plan that suits you best.
We rely on the expertise of our professional team and SBM Group’s well-established network for the elaboration and implementation of our strategies which allow us to provide you with innovative solutions. These are enhanced by our personalised service and advice to you on the best ways of execution. Our offer covers an extensive range of services that add value to your life including private banking, investment, brokerage and structuring services amongst others.
