Passive Wealth Management

in Collaboration with S(n) Trackers

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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.

passive investing

What is Passive Wealth Management?

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.

The Benefits of Investing in Trackers with SDM

  1. ETF Screening by Experts: At SDM Private Banking, ETFs are carefully analyzed and selected based on various factors. Not all ETFs tracking the same index deliver the same performance, risks, and liquidity.
  2. Broad Diversification: A single tracker allows you to invest in hundreds or even thousands of companies worldwide, spreading risk.
  3. Transparency: Trackers follow an index, making their structure predictable. Many trackers publish their holdings daily, though not all do. Some may use derivatives or replication strategies to track an index, so thorough analysis is recommended.
  4. Low Costs: Trackers often have lower cost structures compared to traditional investment funds.
  5. Liquidity: ETFs are exchange-traded like stocks and can be traded during market hours.

Who is Passive Wealth Management For?

This approach is ideal for investors who:

  • Want market-aligned returns in a simple way: ETFs enable you to track the returns of major stock and bond markets.
  • Are cost-conscious: Maximize returns by minimizing costs.
  • Have long-term goals: Such as building retirement savings or growing family capital.

Why Choose SDM Private Banking?

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.

Are you ready to manage your wealth in a modern way?
Contact us today for a no-obligation consultation.

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