Sonnenberg Wealth Management AG is a leading and inspiring independent wealth manager that creates value for its clients with sustainable, innovative, entrepreneurial and professional financial solutions.
Sonnenberg Wealth Management is an independent and privately owned Swiss domiciled company providing wealth management, asset management and family office services for Swiss and international clients. The company is 100% privately owned and owner-managed. Our dedicated team of specialists is able to support you with Classic Investment Strategies as well as strategies that are based on Sustainable Investment Solutions to give every client the freedom of choice.
With our flexible approach we add value in:
- Advisory Services
- Managed mandates
- Sustainable investments & Impact investments
- Family office services
- Combination of the above.
Where do we stand for:
- We align the investments of our clients to realise their personal and business goals and visions.
- For every client we tailor the investments to their own personal values.
- We create Value.
- We take Responsibility.
- We realise a positive Impact on society.
- We provide professional and independent advice.
Sonnenberg Wealth Management Ltd. is a member of the Swiss Association of Asset Managers and partner of Aquila & Co. Ltd. Aquila is one of the largest platforms for independent asset managers in Switzerland.
Further Information is available at: www.sonnenberg-ag.com
Company Details
- Employees
- 10
- Founded
- -
- Address
- Gartenstrasse 19, Zürich,8002,switzerland
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- sonnenberg-ag.com
- Keywords
- Wealth Management, Family Office, Private Banking, Investment Advisory, Sustainable Investments, Family Governance.
- HQ
- Zürich
Sonnenberg Wealth Management Questions
Sonnenberg Wealth Management's website is sonnenberg-ag.com
Sonnenberg Wealth Management's LinkedIn profile is https://ch.linkedin.com/company/sonnenberg-wealth-management-ag
Sonnenberg Wealth Management has
10 employees.
View email and phone details for 10
employees at Sonnenberg Wealth Management.
Sonnenberg Wealth Management's industry is
Financial Services
Sonnenberg Wealth Management's top competitors are
Efg International,
The Corporate Finance Group (Tcfg),
Beluga Capital Inc.,
Invest-Partners Wealth Management Ag,
Axioma Wealth Management Ag,
Belvoir Wealth Management Ag,
Acatis Fair Value Investment Ag,
Bergos Ag,
Julius Baer,
Yuma Capital Partners.
Sonnenberg Wealth Management's categories are Financial Services
Sonnenberg Wealth Management's founding year is 2014
