SunPartners is an independent wealth management company based in Geneva (Switzerland) and Montevideo (Uruguay). We advise individuals and families in the preservation and development of their wealth over generations by focusing on portfolio management and investment recommendations.
SunPartners has been founded in 2016 leveraging on an established team working together for more than 10 years. We act as partners for our clients to support them in the selection of their custodian banks as well as their investments. Working with what we consider as the most established and recognized custodian banks provides our clients with a high level of security, confidentiality and flexibility in the structuring and the management of their assets.
The interactions with our clients are based on a well-established tripartite relation between the client, the custodian bank and SunPartners. While the client retains full control and access to his account, SunPartners takes care of the investment part as well as the administrative aspects. Thanks to longstanding relations with the custodian banks, we are able to provide tailor-made services while having access to institutional services.