At SDM Private Banking, we aim not only to safeguard your wealth but also to help it grow sustainably and in a contemporary manner. That’s why we are launching our new strategy for “hammock investors.” Clients can now opt for passive wealth management alongside our tailored, actively managed portfolios.
This new service, developed in partnership with Marc Stevens via S(n) Trackers, focuses entirely on investing in trackers or passive ETFs. These provide a simple and transparent way to manage your wealth.
This approach builds your portfolio using trackers. Trackers follow a specific stock market index, such as the S&P 500. Over recent years, these passive, exchange-traded index funds have grown significantly due to their simple, cost-effective way to build a diversified portfolio or invest in specific themes, such as sustainable energy.
Thanks to their transparency, liquidity, broad diversification, and relatively low costs, trackers are becoming increasingly popular among investors seeking a healthy balance between returns and risk.
This approach is ideal for investors who:
With our years of experience in private banking and our partnership with S(n) Trackers, we combine the best of both worlds: SDM’s personal guidance and expertise, and the innovative investment strategies of S(n) Trackers. Together, we ensure your wealth is managed optimally, with an approach tailored to today’s world.