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
Professional and independent advice
Naturally, this attitude is inherent in all our value-adding offers:
Sustainable and/or impact investments
Family office services
Combination of the above
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.
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.
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
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.
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.
10+ Custodian Banks
Real Estate Providers
International Tax Experts
Independent Research Providers
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.
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.