Sunline runs two types of investment funds. While our in-house funds are open to any investor, our private funds are specifically dedicated to families. The performance of all funds showcases Sunline’s expertise in active investment. Clients can receive a full breakdown of the holdings and performance of the fund at any time. Sunline only creates funds where there is a market opportunity in line with our client’s interests.
Funds and themes
Selection of partner funds
Shared expertise and ideas with partners recognised in their fields.
Development of a unique selling point
In-house expertise to provide you with ever more direct investment opportunities.
Creating value by targeting themes that are high performing in the long term.
Responsiveness and direct access to managers, investment committees and governance bodies.
Foundations and philanthropy
Governance structuring and support
Establishment of, or assistance with, governance structures in order to faithfully respect the institution's objectives.
Formalisation of needs
Identifying and overseeing assignments through a tactical allocation aligned with the chosen objectives.
Legal support and solutions
Our expertise in specific areas can support you on projects, assignments or audits.
Reporting and consolidation
Consolidation of financial statements for a clear and detailed view of investments or holdings.
Assistance with implementation
Reviewing the risks of actual exposure based on your initial criteria.
Audit and determination of needs to define your business activity objectives along with an appropriate jurisdiction.
Defining needs and cash flow forecasts to manage your cash according to your projected growth.
Monitoring and accounting
Planning for changes in law and international regulations to ensure optimal accounting.
Private equity & venture capital
Investing in the future for long-term returns.
Currencies and commodities
Diversifying your investments through exposure to economic cycles and different regions.
ESG investments and Real estate
Taking advantage of opportunities and realising your projects alongside recognised experts.
Investing in innovative asset classes using in-house expertise or external partnerships.