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.
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.