WEALTH MANAGEMENT

Sunline attracts a broad range of clientele, including private individuals, trust companies, endowments, institutional investors, professional intermediaries and other accredited investors, with widely differing assets and investment requirements.

Recognising this, we establish client mandates – agreed objectives, guidelines and risk tolerance – around three types of investment services: discretionary, non-discretionary.

WEALTH MANAGEMENT

Discretionary portfolio management

The most common of our customer relationships, discretionary management, entrusts the day-to-day management of a client’s invested assets to Sunline. This empowers our investment managers to use their expertise to the full, always acting within the agreed mandate and offering regular itemised reports, giving our clients more time to run their other affairs.

Non-discretionary relationship

For clients who are active investors, but require our expertise to identify market opportunities and risks, Sunline offers a non-discretionary mandate. Our professionals know the client portfolios and will interact with the client based on his areas of interest and existing portfolios. The final investment decision remains with them.