Sino Suisse Capital

Sino Suisse Capital exemplifies the transformative power of combining technological innovation with strategic stakeholder collaborations. Operating from Singapore and Hong Kong, the independent external asset manager (EAM) is reshaping investment paradigms, illustrating a future where technology and personalization converge to meet the sophisticated demands of clients. Sino Suisse has mastered the integration of AI with tailored wealth management services, achieving a unique balance that meets client needs while setting new standards in efficiency and transparency.

Despite its humble beginnings and early challenges, Sino Suisse has demonstrated impressive growth, managing assets worth over USD 6 billion by the end of 2023. Its expansion into Hong Kong, marked by obtaining SFC Type 1, 4, and 9 licenses and the establishment of a representative office in Taiwan, underscores a strategic decision to tap into major financial hubs across Asia. The firm's growth is not just geographical; it is a deliberate effort to enhance service delivery to its growing roster of high-net-worth individuals.

Founded by Albert Liu, it distinguished itself through its unique business model and deep industry knowledge, making it a significant player in the Asian wealth management industry. With a deep commitment to delivering personalized and innovative financial solutions, Sino Suisse offers a comprehensive suite of services which include investment advisory, discretionary portfolio management, succession planning and family office solutions. By identifying investment opportunities across various market cycles, the firm achieves efficient asset allocation, providing optimized wealth management solutions for its clients.

“Our knowledge and experience enables us to have the first mover advantage in developing the appropriate technology and AI system to achieve higher efficiency in our services,” says Liu Chung Hsing, CEO.

Sino Suisse has broken new ground by leveraging its relationships with key industry stakeholders, including investment banks. The conventional model relies heavily on a private banking arm for custodial services and product offerings. But Sino Suisse sources products directly from these partners and offers them to clients, ensuring price transparency and minimizing costs. By giving clients direct access to investment products and competitive pricing, Sino Suisse has built a reputation for prioritizing clients’ interests—a key factor in its rapid growth.

Integrating technology and digital tools into the sales process, it enhances both the client experience and operational efficiency. Leveraging advanced technology and close collaborations with industry stakeholders, Sino Suisse ensures full regulatory compliance, minimizing the risk of legal or regulatory challenges. This forward-thinking approach disrupts traditional models and positions it as a leader in the wealth management industry.

Revolutionizing Wealth Management through AI

At the heart of Sino Suisse’s success is its strategic use of AI. In an industry where efficiency and speed are paramount, it has set itself apart by developing and integrating advanced, AI-driven tools that streamline operations and enhance client service. The solutions ”Sino Suisse e-advisor, myAlphaTrader, and myWealth platform” showcase the transformative power of this technology.

Sino Suisse created a distinctive index as the foundation of its core investment strategy, emphasizing long-term investment and diversification. However, this process required significant manpower, involving extensive time and effort in information and data gathering, as well as analysis. Today, Sino Suisse employs its AI-powered engine, e-advisor, to analyze large volumes of financial data, news, and market trends in real-time, allowing for efficient rebalancing of the index. The AI-driven adjustments make the index flexible, providing clients with investment strategies that are both cost-effective and aligned with their long-term goals. By integrating both active and passive management approaches, Sino Suisse ensures that clients can better navigate market fluctuations and capitalize on emerging opportunities.

The myAlphaTrader platform is a testament to Sino Suisse's dedication to efficiency and transparency. Its autopricer tool enables users to access product pricing directly from investment banks within minutes, ensuring competitive pricing. An integrated order placement system streamlines the trading process, simplifying the execution and recording of both complex structured products and simpler offerings. The e-advisor, powered by sophisticated data models from leading investment banks, identifies market trends and investment opportunities, delivering more personalized and advanced asset management services.

On the portfolio management front, the myWealth platform offers comprehensive capabilities by amalgamating multiple bank accounts into a unified client portfolio. This platform also enhances customer relationship management by clearly mapping out the relationships between different stakeholders and facilitating easy retrieval of essential documents, such as KYC records. This holistic approach ensures that Sino Suisse’s clients receive well-rounded, informed advice that is both secure and tailored to their unique needs.

Tailored Wealth Management

While Sino Suisse is at the forefront of technological innovation, the firm’s true strength lies in its ability to provide tailored wealth management solutions that address the specific needs of each client.

From the outset, Sino Suisse has demonstrated exceptional expertise in devising customized company and trust structures, such as using the Singapore Variable Capital Company (VCC) as a wealth-holding and investment vehicle. This approach ensures privacy and confidentiality and also serves as an effective wealth planning tool.

Sino Suisse’s expertise extends beyond standard wealth management practices to include exclusive access to high-value investment opportunities like hedge funds, real estate, and asset management companies. Holistic financial planning services, including tax optimization and succession planning, are delivered through its robust and secure digital platform, which provides clients with convenient access to banking services and portfolio management.

For instance, a client initially had a portfolio heavily concentrated on a few asset classes and geographical regions, exposing them to significant market volatility and regional risks. Sino Suisse addressed this issue by implementing a tailored portfolio diversification strategy that introduced the client to alternative investments, international equities, and fixed-income products. Using advanced analytics, it optimized the asset allocation, resulting in a portfolio that offered better risk-adjusted returns and greater resilience against market fluctuations.

Its ability to continuously offer bespoke products and innovative solutions—tailored to the evolving needs of each client—ensures ongoing engagement.

Whether it’s adjusting investment strategies, planning for retirement, or developing new IT products Sino Suisse remains committed to providing comprehensive, adaptive advice that evolves with its clients’ needs .

Mastering Financial Harmony

“Wealth management, like Tai Chi, is an art of balance—harmonizing risk and return, blending static and dynamic strategies, and aligning internal goals with external realities to achieve true financial equilibrium,” says Liu Chung Hsing.

The philosophy of balance is deeply embedded in Sino Suisse’s approach to wealth management. Just as Tai Chi practitioners achieve harmony through the careful interplay of opposing forces, Sino Suisse excels at balancing risk and return to optimize client outcomes. Its strategies are meticulously crafted to combine the stability of long-term investments with the flexibility of dynamic, short-term trading, ensuring that portfolios are responsive to changing market conditions. Moreover, Sino Suisse’s commitment to adaptability allows them to navigate market fluctuations with agility, continuously aligning its clients' internal financial goals with external economic realities. This holistic approach protects clients' wealth and positions them to seize opportunities in an ever-evolving financial landscape.

Addressing Client Pain Points with Precision

Sino Suisse’s client-centric approach is evident in how it addresses some of the most pressing pain points faced by high-net-worth individuals and EAMs. Regulatory compliance, for instance, is a major concern in today’s complex financial landscape. Sino Suisse has invested heavily in a robust compliance framework, underpinned by a sophisticated CRM system that ensures all regulatory requirements are met efficiently. The system streamlines document management and KYC processes while consolidating client accounts across multiple banks, providing a comprehensive view of client relationships.

Operational efficiency is another area where Sino Suisse excels. The firm’s integrated platform of AI-enabled tools has significantly reduced the reliance on manual processes, enabling a lean organizational structure that is both effective and scalable. This focus on efficiency has allowed it to attract top talent and maintain a low employee attrition rate—no small feat in an industry known for high turnover.

Harmonizing Tradition and Innovation

Looking ahead, Sino Suisse Capital is poised to continue its growth and innovation. With a target to manage USD 8 billion by 2026, it plans to further enhance its technological capabilities, expand its network, and remain at the cutting edge of the wealth management industry. An ongoing commitment to blending traditional principles with modern technology will ensure that it continues to meet the evolving needs of its clients while setting new benchmarks in the industry.

Redefined wealth management by mastering the art of balancing tradition with innovation. Advanced technology with personalized, client-centric services. A unique value proposition created by Sino Suisse capital resonates with high-net-worth individuals seeking both stability and growth. Just as Tai Chi emphasizes the harmony between internal and external forces, Sino Suisse Capital ensures that its strategies are aligned with both the broader market environment and the individual goals of its clients. As it continues to evolve, it remains a shining example of how the wisdom of tradition can be seamlessly integrated with the possibilities of innovation, leading the way to the future of wealth management.