Your Partner for Professional Wealth Management

Sonnenberg Wealth Management is an independent, privately owned asset manager also offering family office services. Our independence prevents any conflicts of interest, allowing flexibility as well as entrepreneurial spirit in the process of finding the right and transparent solutions for your personal situation. Accordingly, protecting this independence is highly important for its owner and the rest of the team, which is why the company does not own any financial products and offers a fully transparent and straightforward fee structure. In addition, we are dedicated to share all the knowledge of our large but carefully selected international network with you to create the right tailor-made solutions allowing you to move forward both privately and professionally.

In summary, we stand for:

  • Aligning your investments to realize your personal and business goals
  • Value creation
  • Professional and independent advice
  • Transparency

Naturally, this attitude is inherent in all our value-adding offers:

  • Advisory services
  • Managed mandates
  • Sustainable and/or impact investments
  • Family office services
  • Combination of the above

Our Partners

To adhere to the highest regulatory and professional standards, Sonnenberg Wealth Management Ltd. has various partners:

Aquila

Sonnenberg is a partner of Aquila Ltd, which is one of the largest platforms for independent asset managers in Switzerland. It has had securities broker status since 2005 and a banking license since 2012. Accordingly, it is subject to controls set by the Swiss Financial Market Supervisory Authority (FINMA). In addition, it is 100% privately owned and therefore entirely independent.

Swiss Association of Asset Managers

Sonnenberg is a member of the Swiss Association of Asset Managers (SAAM), which is the leading industry association of independent asset managers in Switzerland. It was established in 1986 with the objective of creating a seal of approval for independent asset managers through self-regulation. As a lobbyist, the association aims at strengthening the industry’s reputation and protecting investors. It also actively promotes training and further education. Today, SAAM has more than 1,000 members, which means it unites more than half of all independent asset managers working in Switzerland.

PricewaterhouseCoopers

Sonnenberg is audited with regards to anti-money laundering regulations by PricewaterhouseCoopers.

Corporate Philosophy

Our Vision

Sonnenberg Wealth Management Ltd. is a leading and inspiring independent wealth manager that creates value for its clients with innovative, entrepreneurial and professional financial solutions.

Our Mission

We support our clients in preserving and developing their wealth over generations by offering services that go beyond traditional investments. Our clients benefit from our extensive experience in in advising, structuring, and managing assets of high and ultra-high net worth individuals and families.

Our Values

Team

Sonnenberg