Our singular passion is to grow your wealth!
LYNEAR is a boutique asset manager serving a broad spectrum of high net worth individuals and institutional clients, offering tailored investment solutions to meet client objectives. Our exceptional team possesses extensive experience across multiple markets and market conditions allowing us to serve you as a trusted financial advisor, risk conscious portfolio builder and experienced investment manager.
We function like a true ‘old fashioned’ partnership, with emphasis on integrity, confidentiality and client service. These core principles form the foundation of our business as we work to manage your investments and deliver the best outcome on your portfolio.
Founded by four partners with pioneering expertise in analysis of Sri Lankan and international markets, LYNEAR was established in 2013 to provide a select clientele with bespoke wealth management services. Each founder brings to the partnership unique strengths and perspectives and are bound by shared values of compliance and integrity, diligence and independence, and utmost discretion.
The LYNEAR Wealth team was formed under the framework that human capital is the greatest asset in our organisation. Widely experienced, intellectual, enterprising and inherently discrete, our team of high-performing individuals possesses the expertise to create bespoke solutions within a compliant framework to fulfil clients’ investment objectives.
Our rigorous investment process has been crafted by our expert team of professionals with expansive experience globally and locally and founded firmly upon our values of integrity, drive, rigour, innovation and respect. Our research team and portfolio managers study economic and industry trends, as well as screen stocks for value, growth and quality, before in-depth research into selected securities. The Security Selection Committee meets frequently to evaluate analysts’ recommendations and the research processes behind them, update our list of approved securities and make tactical calls on asset allocations. The portfolio managers combine the list of approved securities with client mandates to build suitable portfolios for clients and invest or divest from securities at appropriate risk/return thresholds.
Integrity is one of our core values. As such, we implement a meticulous governance structure to ensure that our clients’ interests are always foremost, benchmarking against international best practices, while complying with financial market codes of ethics and regulations of Sri Lanka. The LYNEAR Investment Committee meets on a regular basis to examine if investments are consistent with clients’ investment mandates, in line with the LYNEAR investment philosophy and have been consistent across clients, confirming fair treatment. LYNEAR Wealth Management (Pvt) Ltd claims compliance with the CFA Institute Asset Manager Code of Professional Conduct. This claim has not been verified by the CFA Institute.