Sonnenberg Wealth Management Ltd.

Your Partner for Professional Wealth Management 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. We also advise other external asset managers on tax conform and regulatory optimized portfolio management. Among our extensive network of business partners in Switzerland and abroad are unit trusts and investment funds, trustees, lawyers and tax consultants. Further, our clients benefit from the very favorable conditions we have negotiated with a few carefully selected depositary banks. Regulatory and Professional Standards To adhere to the highest regulatory and professional standards, Sonnenberg Wealth Management has various partners: Swiss Association of Asset Managers Sonnenberg Wealth Management Ltd. is a member of the Swiss Association of Asset Managers (SAAM). SAAM is the leading industry association of independent asset managers in Switzerland. It was established in 1986 with the objective of creating a seal of approval for independent asset managers through self-regulation. As a lobbyist, the association aims at strengthening the industry’s reputation and protecting investors. It also actively promotes training and further education. Today, SAAM has more than 1,000 members, which means it unites more than half of all independent asset managers working in Switzerland who manage some two-thirds of all funds overseen by independent asset managers in Switzerland.

Address: Gartenstrasse 19, CH-8002 Zürich, Switzerland

Phone: +41 58 680 59 09
FAX: +41 58 680 59 05