Put experienced leading investment managers to work for your money.
Sun Asia are a leading financial establishment providing high-quality international Wealth Management services. Established in 2004, our success is attributed to our loyal customers. Our approach brings world class financial managers and strategies together in a diversified, adaptive and efficient portfolio, aimed at achieving all of our investors’ goals.
Every investor is unique to us. Whether it’s a tailored solution to ensure your plan is fully funded, or a steady income to fund retirement after work. Our investment principles ensures we remain focused on helping investors surpass expectations.
Partnership is how we work with clients
At Sun Asia we see ourselves as a partner in our client’s financial lives. We take the time to listen to our investors and understand their personal investment objectives. Every client has unique needs and we offer a personalized and engaging approach to learning about your needs and building a plan to help you meet them.
We partner with you to protect, grow and preserve your wealth for future generations to come. We take time to educate our clients about investing and financial planning so that they understand the decisions they’re making. Our firm provides straightforward investment advice without confusing charts or technical jargon. We build investment solutions based on their needs, not on our products or solutions.
WHAT WE DO
World Class Market Investments
GROWTH
We reflect what matters most to you and your investment goals through a robust, integrated process.
PRODUCTIVITY
Our aim is to mitigate risk. Our approach to responsible investing integrates what matters most to you.
RESULTS
Our multi-asset investing approach, diverse range of funds and support make it easier for you to reach your desired financial outcomes.
Our Wealth Management services can help you assess your situation and review whether your planning is adequate to meet your objectives not just for you but for future generations.
We offer a systematic approach to analysing your legal, fiscal and financial needs, and your options.
If need be, we can bring in the experience of our network of independent specialists to provide you with a complete solution that covers wealth structuring, taxes and legal support.
After your Personal Advisor has made a thorough analysis of your financial situation, he can help you choose and set up the appropriate portfolio to hold your assets.
We have expertise in handling trusts, foundations, retirement funds, investment funds and many other investment opportunities.
Contact us today for further information.
GET IN TOUCH
Contact Details
Suite 1913 Cosco Tower, 183 Queen's Road Central, Hong Kong
enquiries@sunasia-im.com
+852 5808 1237