Sach Financial Solutions

Who We Serve / Our Clients

Our Clients

From sovereign funds to family offices, we deliver tailored investment solutions across the entire institutional spectrum.

Our Reach

Trusted by Institutions Worldwide

9+

Countries

7+

Years Avg. Tenure

$19.2M

Assets Under Management

100%

Reporting Transparency

Client Documentation

Forms & Documents

Download and complete the required forms below. For assistance, contact your relationship manager.

Client Investment Management Form

CIMF

Primary onboarding document for establishing your investment management mandate with Sach.

AML & CTF Compliance Form

AML/CTF

Anti-Money Laundering and Counter-Terrorism Financing statutory compliance declaration.

Beneficiary Nomination Form

Nominate or update beneficiaries designated to receive your investment portfolio proceeds.

Client Information Update

Submit changes to your personal details, contact information, or KYC documentation.

Client Withdrawal Notification

Lodge a formal withdrawal request from one or more of your active portfolio strategies.

Account Closure Request

Submit a formal request to fully close your Sach Financial Solutions account.

Complaint & Dispute Resolution

Lodge a formal complaint or initiate the dispute resolution process with our compliance team.

Client Types

Who We Work With

Endowments & Foundations

Since 2019, we've worked with nonprofit organisations of all sizes to help meet their investment needs so that they can focus on their missions.

Family Offices

We manage assets for family offices worldwide, employing a wide range of equity, fixed income, alternative, private markets, and multi-asset approaches.

Insurers

Insurance companies across the globe depend on us for investment solutions tailored to their unique liability and regulatory needs.

Intermediaries & Wealth Managers

Our funds provide wealth managers with access to innovative investment approaches created by our diverse and experienced investment teams.

Central Banks & Sovereign Institutions

Our sovereign clients include central banks, government investment agencies, and supranational and government-sponsored entities worldwide.

Consultants

We work with the investment consultant universe across the globe to identify and evaluate appropriate investment solutions for our common clients.

Defined Benefit Plans

We have worked with defined benefit plan sponsors for more than 7 years, today managing money for hundreds of corporate and public plans worldwide.

Defined Contribution Plans

We provide defined contribution plans with advanced investment thinking and holistic solutions designed to improve participant outcomes.

Not sure which solution fits your institution?

Speak to an Advisor