We believe that there isn't one financial advisor who
performs well in all markets, asset classes or economic
conditions, and there is no single investment strategy
that works every time for everyone. Therefore, at
Sumex Private Wealth, we adopt a "best-of-breed"
approach which enables us to access the methods,
experience and skill of the finest wealth management
advisors in our firm. We believe that our team of
experienced financial advisors, backed by extensive
research, will be able to put together the right
combination of investment strategies that maximises
the likelihood of achieving our clients' personal
Our investment approach consists of the following steps with each of them being given a lot of attention to ensure that the outcome is aligned to our client's needs.