Sutton Singer – Frequently Asked Questions
1. What services does Sutton Singer provide?
We offer investment management, financial planning, retirement planning, expatriate solutions, and private direct investments, all tailored to the needs of internationally minded and globally mobile clients.
2. Do you have a minimum investment requirement?
No, Sutton Singer does not impose a minimum investment. We welcome clients of varying portfolio sizes, though our expertise is best suited for higher net worth individuals and families.
3. Are you discretionary managers?
No. We act as investment advisors, not discretionary managers. This means you remain in control of your assets, while we provide expert guidance and recommendations.
4. Where is Sutton Singer based?
Our headquarters is in Tokyo, Japan, where we serve a global clientele.
5. Do you only work with clients in Japan?
Not at all. While based in Tokyo, we advise clients around the world, with particular experience helping expatriates and internationally mobile individuals.
6. What makes Sutton Singer different from other wealth managers?
We are privately owned, independent, and free from the conflicts of interest often found at larger institutions. Our advisory-only approach ensures that client goals always come first.
7. What are expatriate solutions?
Our expatriate solutions are designed to address the unique challenges of living and investing abroad. These include cross-border tax efficiency, global retirement planning, and currency management.
8. What is a private direct investment?
Private direct investments are opportunities to invest directly into businesses or projects outside traditional public markets. They may provide access to unique growth opportunities and portfolio diversification.
9. Who typically works with Sutton Singer?
We serve high-net-worth individuals, families, and expatriates seeking sophisticated investment guidance and comprehensive financial planning.
10. How do you charge for your services?
Our fees are transparent and based on the scope of services provided.
11. How do you develop an investment strategy for clients?
We begin by understanding your financial goals, risk tolerance, time horizon, and personal circumstances. From there, we create a tailored strategy that aligns with your objectives.
12. Can you help with retirement planning if I live outside my home country?
Yes. Many of our clients are expatriates who face complex retirement planning challenges. We specialize in creating strategies that work across borders.
13. How do you help clients manage currency risks?
We provide strategies to mitigate the impact of currency fluctuations on global portfolios, an essential consideration for expatriates and international investors.
14. Are my assets held with Sutton Singer?
Yes. When you invest with Sutton Singer, your assets are securely held with us. We prioritize transparency and safeguarding of client capital while providing direct access to your portfolio.
15. How do you select investments for clients?
We take an open-architecture approach, sourcing opportunities globally across asset classes. Selection is based on rigorous due diligence and alignment with your financial plan.
16. How do you ensure client confidentiality?
As a privately owned firm, we place the highest importance on discretion. Client information is safeguarded under strict confidentiality protocols.
17. Can you coordinate with my tax or legal advisors?
Yes. We frequently collaborate with clients’ accountants, attorneys, and other professionals to ensure cohesive financial planning.
18. Do you assist with estate and succession planning?
Yes. We help clients structure their wealth to efficiently pass on to future generations, often working alongside legal specialists in estate planning.
19. How does Sutton Singer stay independent?
We are privately owned and have no affiliations with banks or product providers. This independence allows us to remain focused solely on client outcomes.
20. How do I begin working with Sutton Singer?
The first step is an introductory consultation where we learn about your financial goals and discuss how our services may support your objectives.