Sonnenberg Wealth Management is an independent asset manager who also offers family office services.
Our independence and entrepreneurial spirit allow us to provide clients with fully transparent solutions tailored to their needs.
We hold a license from the Swiss Financial Market Supervisory Authority (FINMA) as an asset manager and are directly supervised by FINMA.
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.
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.
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.