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Private Wealth

Management & Private Equity

We help our clients pursue their wealth management goals through careful advice, astute investment management and access to the capabilities and network of the Soriano Family.

 

Our Engineering  Approach

A field oriented service with extensive experience inspecting and troubleshooting complex building systems with cost effective solutions. 

 

Our Tech Advisory

If a business problem is yours — and yours alone — blockchain may not be the remedy you’re looking for. Blockchain is best applied where there’s friction across multiple parties, and those parties can each benefit from addressing it.

 

Our Global Research

Every organization’s needs are different. To succeed, you need innovative insight, business perspective, change expertise and appropriate consideration of relevant regulatory frameworks to drive growth, save costs and invest in tomorrow. Technology will play a critical role in your success and help you address critical initiatives such as efficiency aspirations, regulatory mandates, external threats or growth ambitions. 

EY’s breadth of technology capabilities, industry and regulatory knowledge, finance discipline, and global geographic reach position us to help you transform at speed and achieve your strategic ambitions while respecting your risk tolerance.

See our latest thinking about technology as transformative force and its impacts on the business environment.

 

DISCOVER SORIANO

 

Across our divisions, digital platforms, and services, our clients and customers have access to the resources and reach of a unified global firm to help them achieve their goals.

HOW WE DO IT

YOUR FUTURE CAN BE BETTER...

VALUE CREATION

In the face of rapid change, you can't get by with a stagnant business model. We work with our clients to develop and execute dynamic processes that drive profitability amid disruption.


 
Advise

We advise companies on buying and selling businesses, raising capital and managing risks, which enables them to grow.

INNOVATION
 

Innovation is a challenge. Executives believe its a top priority for success. We assist executives in identifying where and how to innovate with quick, astute, and lean strategies that effectively translate ideas into revenue.

We develop ideas and analysis that drive new perspectives, new products and new paths to growth.

OPERATIONS

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We help companies achieve their full potential in a number of ways working across the organization (integrated solutions) or within specific areas of performance.
Support

We help markets remain efficient and liquid, so investors and companies can meet their needs, whether to invest, raise money or manage risk.

FINANCIAL
 
We work closely with high-net-worth individuals, families and select foundations and endowments to develop wealth and investment management strategies. We then identify investment opportunities to help them reach their objectives. We complement these services with robust execution capabilities and attentive client service. Where appropriate, we introduce our clients to the broader network and resources of The Soriano Family.


 
Invest

We invest our capital alongside our clients’ capital to help businesses grow.

BLOCKCHAIN
By design, Blockchain makes it easy for diverse parties to transact with one another without requiring a central authority — especially when there are varying levels of trust between them. That’s why it’s vital to create a vibrant ecosystem where participants work together to solve the same business problem.
  • Cost reduction from increased operational efficiency
  • Improved customer experience
  • New revenue opportunities to help reach new customers
  • Avoiding potential costs through operational risk reduction
  • Increased industry influence/thought leadership
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OUR VISION

At SGH Limited, We work with start-ups to mid-size market capitalized companies across major industries.  We are committed to effectively serve their business optimization, and ensure that you are fully equipped to face the challenges in the ever-changing and uncertain global markets. We provide our various strategies with a private equity perspective to capital appreciation as well as capital preservation.

  • Build your startup and learn from the best. All in one place.

  • Our 9 month program in New York City will take you to the next level.

 

We believe startups learn more when professionals work side by side with experienced leaders and other entrepreneurs. Contact us and join our family. 

 

We work closely with high-net-worth individuals, families and select foundations and endowments to develop wealth and investment management strategies. We then identify investment opportunities to help them reach their objectives. We complement these services with robust execution capabilities and attentive client service. Where appropriate, we introduce our clients to the broader network and resources of The Soriano Family.

Businessmen
our_vision

We commit people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Platform Solutions Powering clients with innovative and customer-centered financial products. Global Investment Research Our Global Investment Research division provides original, fundamental insights and analysis for clients in the alternative investments private markets.

A message from leadership

At SG, we are a force for making positive, impactful change, and understand we have a powerful platform to take bold action. For decades we have worked to strengthen the foundation laid by our firm’s founder, Marco Antonio Soriano IV, who as a young man used his talent against the odds to become an entrepreneur and founder of the modern accounting profession.

Being a leader and driving actionable change — among our people and for our clients and communities — requires regular self-examination and a desire to learn and improve. Charting our progress is critical for accountability. We’ve seen progress over the last year on several metrics including representation of women and racially and ethnically diverse partners/principals, but we’ve also lost ground on other metrics.

 

With the release of this year’s Diversity, Equity and Inclusion report, Building a more equitable working world, we continue to hold a mirror up to ourselves and, by extension, to our industry.

In our second annual report, you will find stories and data that demonstrate how we take action for equity within our firm and our communities. As the challenges and realities of the pandemic continue to impact us every day, we’re also focused on our own people. Helping them to thrive both personally and professionally is an essential part of fulfilling our long-standing commitment to diversity, equity and inclusiveness, and it’s a responsibility that we don’t take lightly.

In the face of increased social and political polarization, the ongoing COVID-19 health crisis and seismic shifts in the labor market and the ways we work, we are dedicated to living our values. We will continue to be transparent in sharing our journey, including the challenges and the victories.

Candid collaboration within the professional services community will serve to accelerate change for our people, clients and communities as we build a more equitable working world together.

OUR THINKING

Insights in this section originate from individuals in different divisions. Each of our businesses has different focus areas, goals, time horizons, investing styles and clients, so it is not unusual for individuals to have different views on similar topics.

Technology Driving Innovation

Technological mega-trends are reshaping businesses, markets and entire economies.

The New Energy Landscape

The global energy market is undergoing significant change – from the development of technologies that are dramatically increasing the energy supply to the emergence of alternative energy sources – creating the potential to reshape economies and industries.

Now that you’ve brought your minimal viable ecosystem together, you’re ready to design the business model for your solution. While you may be comfortable building the investment case to justify costs and demonstrate benefits to your company, you’re not doing this alone — you’re now working with others in your ecosystem.

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ATTORNEYS
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CONTACT US

Thank you! We shall revert in a timely fashion to your inquiry.

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