about us

Holistic Vision

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Establishment

Sunline is a financial-services firm established in Singapore, since 2007. We are trusted to manage the financial affairs of high-net-worth individuals, families, trust companies and institutions.
The reputation of Sunline Wealth Management is founded on the extensive financial, business, and investment expertise of our practitioners. We are uniquely placed to help clients structure their wealth and build an investment portfolio respectful of the client profile, objectives and tax environment.
Sunline is wholly privately owned and run by two Swiss families. This is the base of our independence.

Independence

Independence

Sunline also manages Collective Investment Schemes. The in-house funds can be separated into two categories – the private funds are dedicated to a specific group of investors such as the members of one family. In contrast, the other type of funds is opened to Sunline’s clients and accredited investors. The objective of the latter group of funds is for our clients to benefit from Sunline’s expertise in a specific asset class or region. For its in-house clients, the funds are used as a tool to increase the efficiency of portfolio management and allow the managers to be more dynamic and reactive, as a single transaction can impact many portfolios.

Transparency

Transparency

Sunline is regulated by the Monetary Authority of Singapore (MAS) and is a member of the Association of Independent Wealth Managers (AIWM) Singapore.
As holder of a Capital Markets Services Licence CMS100332-1 under the Singapore Securities and Futures Act, we can offer wealth-management services only to tax compliant accredited investors; to create and manage investment funds.
Sunline always ensures that in-house clients are not charged with several layers of management fees. We manage four funds open to in-house clients and external accredited investors.

Our Approach

Strategy

In accordance with the client’s objectives, we can devise a comprehensive wealth strategy that focuses on the long-term sustainable growth of their portfolio, in a tax-efficient manner, while constantly assessing risk and planning for the smooth transition of their estate and/or business to their heirs.
The process by which Sunline creates, implements, monitors and reviews their clients’ wealth strategy, in strict observance of the guidelines and goals set out in your policy document, is illustrated in the following step-by-step guide.

Structure

Assisted by economists, financial analysts and lawyers, our dedicated managers help you to implement your wealth strategy. A constantly changing environment means we offer you the greatest level of responsiveness without yielding to the pressures of market movements.

Solutions

Customisation is at the centre of our thought process. We seek to develop long-term creative solutions that match your actual needs as closely as possible, while remaining within the limits of your investment capacity. We use our expertise to identify your investment universe and take decisive and disciplined action in relation to your investments.

Relationships

Our boutique size allows us to provide you with a unique level of availability, flexibility and accessibility. Each of our advisers develops trust-based and long-term relationships with our clients. Our capacity for innovation allows us to provide you with better support in developing your objectives and answering all your questions about your assets.

The Team

Jean-Philippe Crochet

CEO, Member of the Investment Committee

Benoît Coens

Fund Manager

Maxime Klatten

Senior Portfolio Manager
Member of the Investment Committee

Stephen Co

Senior Relationship Manager

Michelle Bai

Portfolio Manager

Sharon Ho

Marketing Associate

Frédéric Philippot

Marketing Assistant

Dorothy Toh

Operations Officer

Geraldine Ong

Head of Compliance

Joan Chen

Executive Assistant

Alvine AGBO

Information Services Executive

Our offer

Independent & transparent

Our pricing structure is transparent and our clients benefit directly from the conditions that we can obtain from our service providers (depository banks, investment funds, etc.). Sunline never takes a commission or financial incentive from any bank, broker or third party, and has no commercial ties to any financial-services provider. This means investment decisions are based solely in the interest of each client and the investment objectives defined by the client.

Monitoring & transparency

We rigorously monitor and adjust the portfolio to ensure it matches the investment profile objectives set out in the client’s mandate. Clients can receive a full statement with a detailed breakdown of their assets. Clients are regularly updated in person on the state of their finances and receive regularly, or on request, a detailed report on the performance. Sunline prides itself on its long-term relationships with clients.

Trust & confidence

Against a backdrop of uncertainty in financial markets and a breakdown of trust within the banking sector, it is reassuring for clients to know that the interests of their asset managers are closely aligned with their own. We only engage with solid institutions that share our values in financial best practice and customer privacy. Our dedicated wealth managers and family experts know their client’s estate, family and business intimately. Our professionals are always available to offer guidance and to help tackle any issue faced by clients.

Bespoke service

Circumstances, requirements and wealth of every Sunline client differ greatly. We conduct a comprehensive assessment of a client’s financial situation, including their objectives and risk profile, to build an individually tailored, performance driven, tax-efficient wealth strategy that focuses on long-term growth that can protect the interests of clients and their heirs.