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TAILOR-MADE SOLUTIONS

Sonnenberg distinguishes itself through team members with extensive experience in in advising, structuring, and managing the wealth of ultra-high net worth individuals and families, which was obtained at leading Swiss and international banks as well as multifamily offices.

Accordingly, we are able to offer very professional and competitive asset management solutions, which are carefully tailored to the wishes and needs of every single client (e.g. risk tolerance, investment horizons, tax domicile etc.)

In addition, it is noteworthy that we are free of any conflict of interest due to our independence from banks, investment companies and service providers. This allows us to offer a fully transparent fee structure and act purely in the interest of our clients.

INVESTMENT PHILOSOPHY

Our investment philosophy is based on a long-term asset allocation that through consideration of expected returns, volatilities and correlations aims to achieve a strong risk-adjusted return for our clients. Its strategic implementation follows a value-oriented top-down strategy based on market intelligence drawn from many different sources. This allows us to base our decisions on the views of the best analysts and strategists of the respective field, thus reducing biases and ensuring that only reliable and up to date information is used.

PORTFOLIO MANAGEMENT TAKING INTO ACCOUNT TAXES AND REGULATIONS

We possess unique capabilities in tax and regulatory treatment of investment instruments for clients domiciled in various countries. Accordingly, as part of portfolio management, we have a strong focus on after-tax returns and, in addition to the asset structure, we also take into account holding periods as well as withholding and stamp taxes.

We also offer this knowledge as a consulting service to other external asset managers and/or directly manage their clients’ complex portfolios.