Our Values

Independence

Autonomy is essential to provide tailor made investments services while maintaining a high level of objectivity and professionalism.

Integrity

Our growth has mostly been driven through high retention & client referral, a fact that makes us proud.

Expertise & Dedication

Thanks to our deep understanding of the investment world, our team of committed professionals seeks to provide high quality services and is fully dedicated to constantly listen to your needs.

Independence

Autonomy is essential to provide tailor made investments services while maintaining a high level of objectivity and professionalism.

Integrity

Our growth has mostly been driven through high retention & client referral, a fact that makes us proud.

Expertise & Dedication

Thanks to our deep understanding of the investment world, our team of committed professionals seeks to provide high quality services and is fully dedicated to constantly listen to your needs.

Our Main Services

Economic services provided by the finance industry, which encompasses a broad
range of businesses that manage money, including credit unions.
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Finance Consulting

Market-leading experience and services

The necessity for numerical ability in sales and trading has created jobs for scientists

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Financial Advisors

Market-leading experience and services

Their strategy often affects the way a company will operate in the market, its direction

1

Sales & Trading

Market-leading experience and services

Activities that relate to the buying and selling of securities or other financial instruments

View Our Presentation Video

We Love Or Clients

We are always ahead

Proffesional solutions for your business.

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Affiliates Registered
Market-leading experience
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Successful Investments
Market-leading experience
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Satisfied Clients
Market-leading experience

Our Services

At SunPartners, we believe in trust and long-term relationship. Efficient wealth management arises from a true collaborative process and ongoing communication. After taking the time to understand each client’s needs, we seek to provide services that meet their expectations. Our investment process goes beyond the frame of classic wealth management, not only by offering portfolio management services, but also by assisting in family governance and wealth-planning.

Our Services

At SunPartners, we believe in trust and long-term relationship. Efficient wealth management arises from a true collaborative process and ongoing communication. After taking the time to understand each client’s needs, we seek to provide services that meet their expectations. Our investment process goes beyond the frame of classic wealth management, not only by offering portfolio management services, but also by assisting in family governance and wealth-planning.

Testimonials

Testimonials from customers who are satisfied with services have been effectively used in
marketing for as long as marketing has existed.
Lisa Larson

Being a company's director requires maximum attention and devotion. This was exactly what I felt when turned to your products and services. All our questions and inquiries were answered effectively and right away. Our website has never looked better, ever. Thank you.

Lisa LarsonCompany Director
James Watson

You never know what is gooing to happen until you try. But let me tell you that taking risk with these guys was totally worth it. Now we are a regular client, and this was probably the best decision we ever made! Our company appreciates your assistance and great work!

James WatsonSenior Manager
Chris Doe

Highly recommend these guys to everyone who is in search of fresh ideas, quality products and excellent customer support. You will be able to find what you need and more right here with no hassle. Thanks for your time and efford toward our project. We will stay in touch!

Chris DoeStartup SEO
Susan Smith

I enjoyed working with you guys very much! No matter what issues or questions popped up, you were always there to assist. I appreciate your service, quality products and professional approach in every aspect. Keep up the excellent job and let us know what comes next!

Susan SmithHandmade Designer

Discretionary Asset Managment

Discretionary Asset Managment

How

We assist the client in defining the most appropriate investment strategy while our team of investment professionals takes care of the implementation.

Who

For the clients who chose to delegate the management of their assets and want to be updated on a regular basis.

How

We assist the client in defining the most appropriate investment strategy while our team of investment professionals takes care of the implementation.

Who

For the clients who chose to delegate the management of their assets and want to be updated on a regular basis.

Investment Advisory

Investment Advisory

How

The client is involved in the complete investment process by validating investment decisions together with our investment team.

Who

This service is geared towards experienced investors looking for proactive solutions in each asset class.

How

The client is involved in the complete investment process by validating investment decisions together with our investment team.

Who

This service is geared towards experienced investors looking for proactive solutions in each asset class.

Complementary Services

SunPartners goes further than providing simple advisory services by supporting our client along with supplementary assistance.

Complementary Services

SunPartners goes further than providing simple advisory services by supporting our client along with supplementary assistance.

Family Governance and Wealth Planning

We are disposed to guide you and your closed ones in order to find an efficient and sustainable financial model.

Transparency & Global Portfolio Reporting

Our team of market specialists constantly analyses global trends and is able to give regular feedbacks related to your own portfolio and investments. Furthermore, in order to provide a clean view of your total allocation, we are able to generate reporting fitting each client’s needs.

Access to Unique Investment Opportunities

Our multiple years of experience combined with our broad international network allow us to offer our clients unique investment opportunities and advantages.

Family Governance and Wealth Planning

We are disposed to guide you and your closed ones in order to find an efficient and sustainable financial model.

Transparency & Global Portfolio Reporting

Our team of market specialists constantly analyses global trends and is able to give regular feedbacks related to your own portfolio and investments. Furthermore, in order to provide a clean view of your total allocation, we are able to generate reporting fitting each client’s needs.

Access to Unique Investment Opportunities

Our multiple years of experience combined with our broad international network allow us to offer our clients unique investment opportunities and advantages.