Our Platform

A new financial framework
Interested in Joining us? Apply now!

Utilizing aspects of European private banking models, our platform offers access to a unique blend of independent portfolio management, private placements, and legacy planning.

Advisors in large bureaucratic organizations have told us that they find it increasingly difficult to focus on both investment management and servicing their clients overall wealth-related needs. They understand the real value to the client is in the relationship, and are seeking an approach that provides ample time to take a more holistic approach.

As a Sterling Bridge Relationship Manager you oversee this financial framework, allowing you to put the needs of your clients at the forefront of what you do.