Spirit Asset Management S.A. („SAM“) is an independent wealth manager incorporated in Luxembourg.
Spirit Asset Management is fully regulated by the Commission de Surveillance du Secteur Financier („CSSF“) of the Grand-Duchy of Luxembourg, and offers a comprehensive range of investment management services, together with its banking partners in Luxembourg and abroad. Spirit Asset Management also got approval to provide services in the major European countries and is audited by Deloitte as internal auditor and KPMG as external auditor.
Spirit Asset Management was founded in 2014 by a group of renowned entrepreneurial financiers who have dedicated their careers to providing first-class, innovative tailor-made solutions within the wealth management industry to private wealth assets designed to meet the distinct needs of each client. Spirit Asset Management is one of the very few truly independent and privately owned investment firms where the relationship with its clients remains key. Please find more details on section OUR PEOPLE.
Spirit Asset Management is located in Luxembourg City, in Limpertsberg area, reflecting its long term commitment to the country.
What is Our Mission, Our Goal?
Building long term stable relationship with individuals for whom Spirit Asset Management will be focusing on medium and long-term capital appreciation by implementing investment strategies discussed with each of its clients. Spirit Asset Management aims to create added value to its clients by offering them personalised management through the expertise of its advisors and asset managers.
On the basis of its open architecture, Spirit Asset Management can offer to its clients a range of efficient and optimised solutions. After an assessment of its client’s needs, Spirit Asset Management aims to establish the most suitable investment solution.
How We Operate?
Being an External Asset Manager, Spirit Asset Management operates on a tripartite relationship with our banking partners. Our clients sign a mandate with us which authorizes Spirit Asset Management to manage their assets and only to manage their assets. Clients, as account holders, keep the relationship with the bank for all others banking activities (withdrawal, transfer, etc …).
Spirit Asset Management has developed a solid and trustful banking network in Luxembourg, but also in Germany, Belgium and France.
All our clients benefit from a dedicated banking offer linked to their profile and needs.