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DirectoryFinance & InsuranceExternal Asset ManagementZurichSonnenberg Wealth Management AG
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Sonnenberg Wealth Management AG

Summary

About the company

Sonnenberg Wealth Management AG provides tailor-made wealth management, asset management and family office services. Its offerings include advisory services, managed mandates, consolidated reporting and portfolio management with tax- and regulation-aware solutions, and the firm is licensed by FINMA as an asset manager and by the FSCA in South Africa.

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Offering

Products & services

Industry:External Asset Management
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✓ Offered3
Asset Management
Tailor-made asset management solutions for ultra-high net worth individuals and families, including long-term asset allocation, sustainable investments, and portfolio management with tax and regulatory considerations.
Multi Family Office
Family office services for wealthy families, athletes and entrepreneurs, including wealth management services, reporting and controlling, advisory in M&A and legal matters.
Foundation- And Pension Assets
Advice and portfolio support for endowment assets and private retirement assets, including analysis of asset allocation and fee structures, investment improvements, and cost negotiations with custodian banks.
Reviews

Aggregated rating

Aggregated rating
4.6
of 5

Aggregated from 10 reviews across all connected sources

Sources
GGoogle4.610
★TrustpilotSoon
PProvenExpertSoon

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Press

Media

January 2, 2022Media
Börsenjahr 2022: Mit nachhaltigen Depots in ein volatiles Jahr
nzz.ch

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Secure profile

Location

Gartenstrasse 33
8002 Zurich

At a glance

Legal form
Corporation
UID
CHE-154.066.213
Founded
2013 · 13 years
Last commercial register change
June 18, 2026
Employees
21 to 50

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