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Contact us for more information about our services

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Contact us for more information about our services
As an independent wealth management company based in Switzerland and in Uruguay, SunPartners strives to advise individuals and families in the preservation
and development of their wealth over generations.

For us, state of the art portfolio management means combining our extensive expertise in the banking industry with our international network of recognized professionals. SunPartners seeks to provide objective, efficient and appropriate investment solutions. As our company is controlled and managed by its senior partners, we act as a unique and truly independent point of contact. This organization offers flexibility to satisfy each client’s needs while maintaining efficiency and providing distinctive access to a complete range of banking services.

SunPartners SA (Geneva) is registered with the SAAM (Swiss Association of Asset Managers). SunPartners SA (Montevideo) is regulated by the BCU (Banco Central del Uruguay). Thanks to this unique international structure and its established team, SunPartners is able to respond to each client specific needs and to propose tailored made solutions.

As an independent wealth management company
based in Switzerland and in Uruguay, SunPartners strives to advise individuals and families in the preservation and development of their wealth over generations.

For us, state of the art portfolio management means combining our extensive expertise in the banking industry with our international network of recognized professionals. SunPartners seeks to provide objective, efficient and appropriate investment solutions. As our company is controlled and managed by its senior partners, we act as a unique and truly independent point of contact. This organization offers flexibility to satisfy each client’s needs while maintaining efficiency and providing distinctive access to a complete range of banking services.

SunPartners SA (Geneva) is registered with the SAAM (Swiss Association of Asset Managers). SunPartners SA (Montevideo) is regulated by the BCU (Banco Central del Uruguay). Thanks to this unique international structure and its established team, SunPartners is able to respond to each client specific needs and to propose tailored made solutions.

Our Services

Market Data

Legal Information

The following information is dedicated to Sun Partners S.A. (Zona Franca) and Sun Partners Uruguay S.A.

Sun Partners S.A. (Zona Franca) and Sun Partners Uruguay S.A. They are Investment Advisers, institutions regulated and supervised by the Central Bank of Uruguay (BCU). For more information, you can go to the following address: www.bcu.gub.uy

“Investment Advisor” is considered to be natural or legal persons who, in a professional and habitual way, advise third parties regarding the investment, purchase or sale of securities that are the object of public offering, or channel the orders they receive from their clients to established intermediaries. in the country or abroad.

The following information is dedicated to SunPartners SA (Switzerland). SunPartners SA is registered with the SAAM (Swiss Association of Asset Managers) as an independent wealth manager. Among the new legal requirements of FinSA, SunPartners is affiliated with a mediation body. Therefore, in the event of any disagreement with SunPartners, clients now have the possibility of applying to a mediation process. Further information and relevant contact details of this mediation body are:

OFS Ombud Finance Switzerland
Rue du Conseil Général 10
Phone. : +41 22 808 04 51
https://ombudfinance.ch/accueil/

Legal Information

The following information is dedicated to Sun Partners S.A. (Zona Franca) and Sun Partners Uruguay S.A.

Sun Partners S.A. (Zona Franca) and Sun Partners Uruguay S.A. They are Investment Advisers, institutions regulated and supervised by the Central Bank of Uruguay (BCU). For more information, you can go to the following address: www.bcu.gub.uy

“Investment Advisor” is considered to be natural or legal persons who, in a professional and habitual way, advise third parties regarding the investment, purchase or sale of securities that are the object of public offering, or channel the orders they receive from their clients to established intermediaries. in the country or abroad.

The following information is dedicated to SunPartners SA (Switzerland). SunPartners SA is registered with the SAAM (Swiss Association of Asset Managers) as an independent wealth manager. Among the new legal requirements of FinSA, SunPartners is affiliated with a mediation body. Therefore, in the event of any disagreement with SunPartners, clients now have the possibility of applying to a mediation process. Further information and relevant contact details of this mediation body are:

OFS Ombud Finance Switzerland
Rue du Conseil Général 10
Phone. : +41 22 808 04 51
https://ombudfinance.ch/accueil/

Our Main Partners

Bianchischwald
Bolton
Bragard
Kroll
Lombard Odier
PICTET

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