ABOUT
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 COMPANY
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 that is respectful of the client profile, objectives and tax environment.
In addition, 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, while the other type of funds are opened to Sunline’s clients and accredited investors. The objective of the latter group of funds is for clients to benefit from Sunline’s expertise on 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. Sunline always ensures that in-house clients are not charged with several layers of management fees. Sunline manages four funds which are opened to in-house clients and external accredited investors.
The company is wholly privately owned, and run by two Swiss families. This is the base of its independence.
Sunline is regulated by the Monetary Authority of Singapore (MAS) and is a member of the Association of Independent Wealth Managers (AIWM) Singapore.
As holders of a Capital Markets Services Licence CMS100332-1 under the Singapore Securities and Futures Act, we are able to offer wealth-management services only to tax compliant accredited investors; to create and manage investment funds.