SONNENBERG
Sonnenberg Wealth Management is an independent Swiss domiciled private company providing tailor-made wealth management, asset management and family office services. We are directly supervised and licensed by the Swiss Financial Market Supervisory Authority (FINMA) as a Swiss Asset Manager and licensed by the Financial Sector Conduct Authority (FSCA) in South Africa as a financial service provider.
Dedicated to helping you
achieve your goals
ASSET MANAGEMENT
We have extensive experience in managing complex portfolio structures for high net worth individuals and families. These capabilities are complemented by unique competences in tax and regulatory treatment of investment instruments for clients domiciled in various countries.Specific, tailor-made
investment solutions
SUSTAINABLE INVESTMENTS
For clients who want sustainable investments, our sustainability concept makes it possible to align assets with sustainable themes using flexible building blocks. This allows us to create portfolios that are tailored to personal interests, and retain their ability to generate competitive returns.Moving Money to Meaning
FAMILY OFFICE
We are dedicated to assist our clients beyond investment questions. For this reason, we offer various additional services with the help of trusted partners. These include among others reporting and controlling as well as advisement in corporate transaction or legal matters.Beyond Traditional
Asset Management