Sun Global About Us

Welcome to innovation, welcome to Sun Global Investments.

Rethinking investment nuances and constantly adapting to shifts in the evolving global economic landscape, Sun Global explores new horizons whilst detecting and mitigating investment risks.

We are recognised for our progressive ideas, impactful solutions and entrepreneurial flair.

We provide clients with cutting-edge and insightful access to developed and emerging markets. We leverage our vast expertise in traditional and alternative investment strategies to provide trusted, industry-standard financial solutions across varied asset-classes.

Focusing on low-to-medium risk investment options, we ensure our ahead-of-the-curve strategies deliver a balanced risk-to-return ratio. The result is a competitive, streamlined and innovative investment service based on ideas-centric, on-the-pulse financial advice, tailored to our individual clients’ needs.

Harnessing the expertise of an international team of professionals, drawn from some of the world’s most renowned banks, investment houses and brokerage institutions, we work across multi-asset classes to present the most current investment opportunities to our clients worldwide.

Our areas of expertise span:

Wealth Management: We expertly manage portfolios for our professional clients as High-Net-Worth and Ultra-High-Net-Worth Individuals, as well as providing a creative basket of investment options to our Multi-Family Office.

Corporate Finance: We are specialists in Fundraising, as well as offering a boutique of services encompassing Mergers & Acquisitions, Equity & Debt Capital Market Investment Advice, Restructuring and Special Situations.

Securities Trading: Our specialist team liaises daily with over 200 market counterparties across Fixed Income, Bonds, Equities, FX and Commodities to provide the best pricing for clients.

Investment Advisory & Management: Our core strength lies in the incisive, outside of the box bespoke advice we give to clients on Asset Allocation, Risk Mitigation across Global Asset Classes, including Equity, Fixed Income, Real Estate, FX, Commodities and structures as such as ETFs

Insights

Leaders in Emerging Markets Investment

At Sun Global we quickly grasped the huge potential that exists in the emerging markets.

Beyond our India market specialism, our skilled and knowledgeable team, who together have over 100 years of industry experience, have also cut a dynamic path in other BRIC, MINT and other Emerging Market nations.

We continue to innovate and facilitate new investment opportunities for our clients to enter and tap this lucrative sector. We have forged a clear path to become a leader in opportunity-driven Emerging Market investments. We identify high-growth sectors and market-leading asset classes for a broad range of clients, including Institutional Investors, Family Offices, Corporate Clients and High-Net-Worth Individuals.

Giving Back To Society

We strongly believe that at the heart of a successful business there must be a call to action to give back to society. At Sun Global we are passionate about our CSR footprint, making us answerable to our clients as well as to the communities in which we live and work, be they global or local. We believe that true CSR is a constantly evolving process, and so we merge innovation with philanthropy in a mission to transform and enhance futures.

We invest in various philanthropic initiatives to promote quality education for underprivileged children, amongst them The Akshaya Patra Foundation, an Indian NGO providing a mid-day meal to 1.4 million Indian school children every day, and Pratham, one of the largest NGOs in India working towards the provision of quality education for slum children. We also support The Sanskriti Foundation, a charity committed to cultivating an environment for the preservation and development of artistic and cultural expressions in India.

We Think Global, Act Local

With a team of global experts that have their finger on the investor pulse, we constantly monitor the markets trends in over 50 countries. Our team has collated unique relationships with multi-sector stakeholders, which we leverage to help manage assets for our clients.

Passionate about fostering global and local connections, our reach extends to both developed and emerging markets covering all BRIC and MINT nations, the Indian Sub-Continent and wider Asia, the Middle East and Africa, North and South America, the UK and Europe.

We are Driven to Innovate for Clients

At Sun Global, innovation is at the heart of our vision. We constantly and consistently innovate, ensuring our clients are at the epicenter of the ever-changing investment landscape. We are not afraid to “think big and act wise” to provide bespoke, creative and cutting-edge investment solutions.

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“From the onset, we were solely focused on the emerging markets. Having the emerging markets versatility helped us to develop better results for our clients; as they were doing better it encouraged Sun Global Investments to constantly stay one step ahead of the game by introducing new ideas. For those who were not involved in the emerging markets, thinking beyond the West was almost an afterthought to them.”

“We survived – the flipside was we sat through the biggest upswing – it was like a hockey stick change. Those who managed to survive were able to capture opportunities in the most volatile markets and earned the highest amount of money.”

“When the world was going zig during the financial crisis we were moving zag. It really made us think. We were able to find a niche for ourselves by not only doing things differently but thinking differently as well; by having a different voice, regulation and even down to our perspective of life, Sun Global Investments has become known in the industry as an ‘ideas factory’” says Mihir Kapadia - CEO/Director.

Our History

Sun Global was established in 2008 by entrepreneur Mihir Kapadia, who took a calculated risk when he launched Sun Global in the midst of the global financial crisis.

Mihir’s foresight and expertise saw him steer the company through the worst financial market crisis in recent history. “2008 was a year of financial turmoil, first Bear Stearns folded then Lehman faced the same fate. Financial Services were hugely affected and were in a state of complete flux”, explains Mihir. When the focus on markets steered to the West, Mihir began to identify lucrative investment opportunities in emerging markets. Today, Sun Global is recognised as a trusted investment firm for investors looking to take advantage of changing market opportunities.

A focus on the emerging markets helped Sun Global create cut-through in the industry. Mihir says: “From the onset, we were solely focused on the emerging markets. Having the emerging markets versatility helped us to develop better results for our clients; as they were doing better it encouraged Sun Global Investments to constantly stay one step ahead of the game by introducing new ideas.

Mihir continues to infuse financial creativity into the firm, positioning it as one of London’s most innovative and idea-centric business houses. With $500mn of Assets Under Advice, this is a further signifier of the company’s exponential growth and with this Mihir’s expertise and sense for the markets.

When the world was going zig during the financial crisis we were moving zag. It really made us think. We were able to find a niche for ourselves by not only doing things differently but thinking differently as well; by having a different voice, Sun Global Investments has become known in the industry as an ‘ideas factory’”, says Mihir.

The Team

Sun Global’s team comprise of industry leading financial experts, who have jointly garnered over 100 years of industry experience.

We proudly and successfully contribute to our company’s vision of creative investing, uncompromising professionalism and client-focused ideals.

Board of Directors