Our dedicated client services team is set up to provide you with all the administrative support you need.

You will have the choice to receive monthly valuations, regular fund updates and any topical information to assist you with future decisions as standard practice.

We will act as an extra pair of eyes and ears for you, looking out and listening to serve your best interests.

In addition to our client services team it is important to review your holdings and investment goals on a regular basis.

We want to be by your side as your financial needs and situations change, which is why we meet all of our clients at least once a year regardless of their location.

All we ask, is if you are due to relocate, please give us as much notice as possible so that we can plan ahead and keep our service promise to you.


SB Asset Management welcomes and encourages your feedback and comments.

How can we improve? What information is important to you?

Submit Feedback to help us provide you with an even better service than today.


At SB Asset Management we place great importance on building and developing both new and existing relationships. We would like to thank those people concerned for their kind words of appreciation and continued support.