# Sovereign Group

Sovereign Group is a Bank / Wealth / Trust based in Stamford, United Kingdom.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Stamford, United Kingdom
- **Region:** Europe
- **Address:** London, United Kingdom
- **Founded:** 1987
- **Assets under management:** $2B–$5B (Altss estimate)
- **Website:** sovereigngroup.com
- **LinkedIn:** https://www.linkedin.com/company/sovereign-group
- **Wikidata:** Q16932370

## Regulatory record

- **CRD number:** 294314
- **SEC file number:** 801-114529
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/294314

## About

Sovereign Group is an SEC-registered investment adviser in Stamford, CT, registered since 2019. The firm manages $1.1 billion in assets, $1.1 billion on a discretionary basis. It has 31 employees and 23 investment advisers.

## Sectors

- Real Estate
- Private Credit
- Secondaries & Special Situations

## Offices

- Hong Kong
- Shanghai
- Dubai
- Johannesburg
- Singapore
- Tokyo

## People

- Howard Bilton — Founder and Chairman
- John Mahtani — Chief Executive Officer

## Questions

### Who runs investment decisions at Sovereign Group?

Overall asset-allocation decisions rest with the group's senior leadership, led by CEO John Mahtani and ultimately overseen by founder Howard Bilton. Day-to-day investment management is delegated to heads of real estate and private credit, who originate and underwrite deals from the London headquarters. The firm has not publicly disclosed the names of its investment committee members.

### How does Sovereign Group source proprietary deal flow?

Deal flow originates primarily from Sovereign's 40,000-plus fiduciary and corporate-services clients, who generate off-market introductions to real estate sellers, mid-market borrowers, and secondary sellers. The firm's offices in Hong Kong, Singapore, Dubai, and Johannesburg provide additional local origination capacity across key corridors. This embedded client network means Sovereign competes less with institutional managers for broadly auctioned assets.

### Does Sovereign Group participate in fund commitments or only direct deals?

Sovereign's investment activities center on direct real estate acquisitions and direct-lending transactions. The firm does participate in LP-led secondary purchases of fund interests, but this is through acquiring portfolios from sellers — not through primary commitments to third-party funds in the typical fund-of-funds model. The group does not publicly market an open-ended commingled fund to external investors.

## Related profiles

- [FONSIS](https://altss.com/profile/sovereign-fund-for-strategic-investments)
- [Sovereign Wealth](https://altss.com/profile/sovereign-wealth)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/sovereign-group

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