Tailored
Tailored
Management
Private clients, companies or institutional investors,
a tailored approach for everyone
Objective
Because certain clients have specific constraints, Sunny AM has developed tailored asset management solutions dedicated to their needs, with various options:
Capital
Valuation
Revenue
Generation
Receive income on
corporate stable cash
Enveloppes
Under a management mandate, advisory, FID / FIC (Fonds Interne Dédié ou Collectif) or dedicated funds, using a life insurance account or securities account / capitalisation contract (French or Luxembourgish), Sunny AM is able to propose tailored solutions to your specific situation.
Tailored Solutions Service Providers
Sunny AM is supported by renowned structures in order to preserve capital (B* Capital, Natixis Luxembourg, Neuflize Vie, Sélection 1818, Société Générale…). It is also possible to setup a dedicated management mandate through your own service providers.
