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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
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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 advising, structuring, and managing assets of high and ultra-high net worth individuals and families.

Our Values

  • Value added: for all parties that are important to our clients
  • Innovation: through inventive strategies and product solutions
  • Independence: through the absence of conflicts of interest
  • Professionalism: in all our actions and decisions
  • Transparency: through straightforward communications and cost structure
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Our Partners

To offer the best possible services for our clients, carefully tailored to their specific needs, we have an international network of partners. Besides our close connection to Aquila Ltd., we work closely with a wide range of service providers.

Aquila

Sonnenberg is a partner of Aquila Ltd., which is one of the largest platforms for independent asset managers in Switzerland. Aquila Ltd. 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.

Other Partners

  • 10+ Custodian Banks
  • Real Estate Providers
  • International Tax Experts
  • Legal Counsels
  • Structuring Providers
  • Independent Research Providers
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Supervision

FINMA

Sonnenberg Wealth Management Ltd. holds a license from the Swiss Financial Market Supervisory Authority (FINMA) as an asset manager within the meaning of Art. 17 para. 1 FINIA and is directly supervised by FINMA.

FINMA is Switzerland’s independent financial-markets regulator. Its mandate is to supervise banks, insurance companies, financial institutions, collective investment schemes, and their asset managers and fund management companies. It also regulates distributors and insurance intermediaries. It is charged with protecting creditors, investors and policyholders. FINMA is responsible for ensuring that Switzerland’s financial markets function effectively.

PricewaterhouseCoopers

As a partner company of Aquila Ltd., Sonnenberg Wealth Managment Ltd. is audited by PricewaterhouseCoopers (PwC).

PwC Switzerland is the leading audit and advisory company in Switzerland. PwC Switzerland has over 3,300 employees and partners in 14 locations in Switzerland and one in the Principality of Liechtenstein.

The Financial Services Act (FINSA)

The new Federal Financial Services Act (FINSA) came into force in Switzerland on January 1, 2020. On the one hand, it contains regulatory provisions on the offering of financial services and financial products and, on the other, protective mechanisms for investors. The SwissBanking brochure serves to provide information on the general risks involved in dealing with financial instruments.

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Team

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Sonnenberg