Sonnenberg Wealth Management

Sonnenberg Wealth Management is an independent, privately owned asset manager who also offers family office services.

General Information
Company Name
Sonnenberg Wealth Management
Founded Year
2014
Location (Offices)
Zurich, Switzerland +1
Founders / Decision Makers
Number of Employees
9
Industries
Finance, Financial Services, Banking +1
Funding Stage
-
Social Media

Sonnenberg Wealth Management - Company Profile

Sonnenberg Wealth Management is an independent and privately owned asset manager that also offers family office services. Founded in 2014, the Swiss domiciled company provides wealth management, asset management, and family office services for Swiss and international clients. Sonnenberg stands out with its focus on creating value for clients through sustainable, innovative, and professional financial solutions. The company's commitment to offering a flexible approach is reflected in its range of services, including advisory services, managed mandates, sustainable investments, impact investments, and a combination of these. The firm takes pride in aligning clients' investments with their personal and business goals, tailoring investments to their values, and prioritizing responsibility and positive impact on society.

Sonnenberg Wealth Management is a member of the Swiss Association of Asset Managers and a partner of Aquila & Co. Ltd, one of the largest platforms for independent asset managers in Switzerland. With a dedication to providing professional and independent advice, the company has carved its niche in the finance, financial services, banking, and wealth management industries. For more information, visit their website at www.sonnenberg-ag.com.

Taxonomy: Wealth Management, Family Office, Investment Advisory, Sustainable Investments, Impact Investments, Managed Mandates, Advisory Services, Private Banking, Family Governance

Funding Rounds & Investors of Sonnenberg Wealth Management (0)

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There is no investment information

Latest News of Sonnenberg Wealth Management

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