Client Story 1: Claire
Location: Germany
Client Since: 2020
Claire, a French national, accepted a senior executive role with a multinational corporation based in Germany. With her career spanning multiple countries, she had accumulated assets and savings in both France and Germany, and she realized that managing them effectively across borders was becoming increasingly complex.
She was referred to Sutton Singer by a professional contact who highlighted the firm’s reputation for working with internationally mobile clients. From her first conversation, Claire appreciated their independence and their ability to provide advice free from conflicts of interest. More importantly, she found their understanding of expatriate issues - such as currency exposure, tax considerations, and cross-border retirement planning, especially relevant to her situation.
Sutton Singer worked with Claire to build a cohesive plan that aligned her professional ambitions with her personal financial objectives. They consolidated her investments, introduced strategies for managing currency risk, and structured her portfolio to improve tax efficiency. The plan was designed not only to support her current life in Germany but also to accommodate the possibility of an eventual return to France.
What Claire values most is the way Sutton Singer combines technical expertise with a personal approach. Reviews are thorough and proactive, taking into account not just portfolio performance but also changes in her career trajectory, family circumstances, and long-term aspirations. This forward-looking perspective gives her confidence that her financial plan will adapt as her life continues to evolve.
Claire describes Sutton Singer as knowledgeable, independent, and attentive. For her, the greatest benefit of working with the firm is the peace of mind that comes from knowing her wealth is being managed with both professionalism and care, enabling her to focus fully on her demanding career.
Client Story 2: Graham
Location: Hong Kong
Client Since: 2022
Graham spent the latter part of his career in a corporate financial group of an international law firm. After decades in a demanding role, he retired in 2022 and began thinking about the personal financial matters he had long placed on hold. Chief among them were several legacy UK pension schemes that had been sitting untouched for over 30 years.
At this stage of life, Graham wanted guidance from a firm that combined technical expertise with independence. A trusted friend and former associate referred him to Sutton Singer, knowing they had the experience to handle complex pension transfers and cross-border planning.
Graham was immediately reassured by Sutton Singer’s approach. As independent advisors, they gave him confidence that the advice would remain impartial. He also valued the highly personalized way the firm engaged with him - listening to his circumstances, understanding his priorities, and tailoring solutions to fit his retirement goals.
Transferring the pensions was not straightforward. The UK providers were reluctant to facilitate transfers, and the process involved considerable persistence and coordination. Sutton Singer’s team guided him step by step, ensuring the assets were eventually consolidated into a more efficient retirement structure. For Graham, this was not only a practical achievement but also a major source of peace of mind.
Since becoming a client, Graham has come to appreciate Sutton Singer’s regular reviews and planning. Meetings are not just about investment performance; they also incorporate changes in his personal situation, allowing him to see clearly how different decisions might affect his long-term security.
When asked to describe Sutton Singer, Graham chooses three words: professional, diligent, and personal. For him, the greatest value lies in the sense of trust, integrity, and attentiveness the firm brings to every interaction.
Client Story 3: Michael
Location: Gulf Region
Client Since: 2019
Michael is an engineer in the oil services industry, a career that has taken him across the Middle East for much of his working life. While the opportunities of expatriate life have been rewarding, they also brought challenges. With assets and savings scattered across different countries, varying tax regimes, and frequent relocations, he found it difficult to maintain a coherent long-term strategy.
He was introduced to Sutton Singer in 2019 through a colleague who had worked with the firm for years. Initially, Michael sought help organizing his savings and addressing the risks that come with earning in one currency, saving in another, and planning for a future that might take him back to his home country.
Sutton Singer began by reviewing his financial position in detail and helping him consolidate assets into a more streamlined and efficient structure. They developed a disciplined investment framework designed to build long-term wealth while remaining flexible enough to adapt to the uncertainties of a mobile career.
Over time, the firm has become Michael’s trusted advisor on a wide range of financial matters. From managing currency exposure to planning for eventual retirement, Sutton Singer provides clarity in areas that had once seemed complicated and fragmented. Their regular reviews give him confidence that his plan remains on track, even as his professional circumstances evolve.
What Michael values most is the sense of stability Sutton Singer brings to his otherwise fast-paced lifestyle. He describes their communication as clear, their advice as consistently independent, and their service as attentive to his needs. For him, Sutton Singer provides not just financial management but also reassurance: knowing that his wealth is being managed prudently, wherever his career takes him.