Wealth

L’allocation — à long terme, en discipline.

Mandates

Discretionary and non‑discretionary investment mandates managed by SF Private Bank’s investment office, with allocation advice coordinated by the Osage Family Office.

• Discretionary — full mandate; the investment office executes within an Investment Policy Statement agreed annually.
• Advisory — recommendations with client‑directed execution.
• Custody‑only — for clients with external managers.

Allocation universe

• Global fixed income (sovereign, IG, HY)
• Global public equity (developed and emerging)
• Private equity & venture — including co‑invest alongside Osage Capital and Osage Fund
• Real assets — real estate, infrastructure, precious metals (Osage Gold)
• Digital assets — on a separately documented basis, custodied through Osage Network‑adjacent qualified custodians
• Hedge funds & alternatives — under selected mandates

Reporting

Quarterly performance, holdings, and risk reports. Aggregated view across bank, trust, and external custody under one client login at osage.id.

Wealth desk: [email protected].