Our Services
Our work with clients is predicated on a simple premise: we know that to service our clients well, we must know them well. We begin by listening carefully to their hopes, aspirations and plans for their future. We then strive to define their tolerance for risk and to understand their aspirations for the legacy they wish to create. As these objectives are identified, we work with our clients to create a tax-efficient investment allocation strategy tailored to those objectives. In sum, with the support of experienced professional associates, we aim to satisfy a client's asset growth objectives.
The Sun Worldwide Approach
Our approach is the core of our wealth management practices. Our technique was devised to establish a sound process for gaining a deep understanding of each client's individual needs.
Once your goals are established and documented, we utilize a team dynamic to develop and implement comprehensive investment management strategies that are driven not by current trends, but by established and flexible principles.
Sun Worldwide Review
The initial and ongoing review of your personal financial situation and goals is a critical component in any successful investment program.
The review seeks to integrate your investment aspirations with your tolerance to risk whilst ensuring that tax liabilities within your home jurisdiction are minimized.
The review seeks to integrate your investment aspirations with your tolerance to risk whilst ensuring that tax liabilities within your home jurisdiction are minimized.
Sun Worldwide Formula
The process of building and managing your portfolio begins with proper asset allocation. Our aim is to identify a mix of financial assets best suited to your return expectations whilst respecting the individual risk profile agreed with you at the review stage.
Security Selection
Once your asset allocation is determined, we employ a tried-and-tested methodology in selecting products that reflect the best chance of achieving your goals. And, as a privately-held firm, Sun Worldwide’s independence enables us to be objective in managing your investments without the conflicts of interest or restrictions involved in using proprietary products.
Performance Monitoring
In line with service level agreements reached with you during our initial discussions, we continually monitor your accounts and the financial markets to identify opportunities to reduce risk, generate income and increase returns. As a Sun Worldwide client, you can expect regular updates from your wealth adviser regarding your individual holdings in relation to your own personal financial goals.