LYNEAR: Redefining wealth management through independence and discipline

IN complex and often unpredictable capital markets, wealth preservation and capital accumulation demand rigour, discipline, and a principled approach anchored in long-term strategy, robust governance, and above all, independence.

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LYNEAR Wealth Management has exemplified these principles in one of the most volatile economic environments in post-independent Sri Lanka. Founded 13 years ago, LYNEAR has grown to manage over $ 250 million in client assets, serving high-net-worth individuals, ultrahigh-net-worth families, and institutions. At the heart of this success is a distinctive commitment to independence; a strategic choice that has positioned LYNEAR as a trusted fiduciary, unencumbered by the structural conflicts of interest that pervade much of the traditional financial services landscape in Sri Lanka.

LYNEAR Wealth Management Co-Founder and Chief Executive Officer Sanjay Kulatunga shares his perspective on how the firm has shaped its model around independence, disciplined investing, and client alignment. Drawing on decades of experience navigating Sri Lanka’s capital markets, he outlines LYNEAR’s philosophy and its approach to serving sophisticated investors with transparency and focus.

Structural independence as a core principle at LYNEAR

Independence in wealth management is often loosely defined or misunderstood. At LYNEAR, it is a structural feature embedded in our operating model, governance framework, and client relationships.

Unlike most industry participants, we have no affiliated businesses such as stockbroking or primary dealing. Our core focus is wealth management and advisory services. This deliberate separation removes conflicts of interest and ensures every investment decision is assessed on its merits, aligned with each client’s risk appetite, return expectations, liquidity needs, and long-term investment objectives.