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SUNPARTNERS SA

Summary

About the company

The core activity of SunPartners is independent wealth management, particularly advising private individuals and families on wealth management and development across generations, with a focus on portfolio management and investment recommendations.

AI-generated

Offering

Products & services

Industry:External Asset Management

✓ Offered3

Portfolio management

Portfolio management for private individuals and families, with tailor-made investment profiles, ongoing monitoring and management via the custodian bank.

Investment advisory

Investment advice for private individuals and families, with investment recommendations to preserve and grow assets, as well as support in selecting investment opportunities.

Support with selecting custodian banks

Support with the selection of custodian banks, with ongoing support in the three-party relationship between the client, the custodian bank and SunPartners, and access to established banking services.

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SUNPARTNERS SA

About the company

Products & services

Looking for direct email addresses and phone numbers?

SUNPARTNERS SA

About the company

Products & services

Looking for direct email addresses and phone numbers?

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