Sunnyyear Investment Consulting
Clear information, practical support and a long-term service perspective for cross-border wealth-management needs.
Our value
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Global perspective
Our global perspective helps clients follow cross-border market and regulatory developments with clearer information.
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Needs-based support
Needs-based support starts with objectives, time horizon and risk tolerance before relevant professionals are involved.
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Independent and objective
Independent and objective communication distinguishes facts, product information, opinions and investment advice.
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Service discipline
Our service discipline is built on transparent information, traceable processes and long-term client interests.
Platform supportPractical support across six dimensions for clearer client service and more consistent delivery.
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Compliance boundaries
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Product information
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Training content
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Client communication
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Operating process
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Brand communication
Enterprise information
