Sonnenberg Wealth Management
Independent Zurich asset manager (FINMA-licensed, also FSCA-licensed in South Africa) offering wealth management and multi-family-office services to wealthy families and entrepreneurs.
Identity
- HEADQUARTERS
- Zurich, Switzerland
- FOUNDED
- 2013
Overview
Sonnenberg Wealth Management Ltd. is a privately owned asset manager in Zurich, licensed by FINMA under FINIA and by South Africa's FSCA as a financial service provider. It offers advisory services, managed mandates, sustainable and impact investments, and family office services including consolidated reporting, tax controlling and advice on transactions and family governance. It works with the Aquila platform for independent asset managers and more than ten custodian banks.
People
- Martin JohanssonPartner and Portfolio Manager · source
- Erling LeinCo-founder and Managing Partner · source
- Leendert VogelCo-founder and Managing Partner · source
- Cédric GenecandManaging Partner · source
- Maya McNallyChair of the Board · source
- Carine Frick-DelaloyeMember of the Board · source
- Hugo RenzCo-founder and Honorary Chair of the Board · source
- Bruno R. D'OnofrioPartner · source
- Katharina GounakisPartner · source
- Robert KalinicPartner · source
- Rozalia KaufmannPartner · source
- Vladimír KvasničkaPartner · source
- Renata LevonPartner · source
- Steven Meyer-BeerPartner · source
- Augustin PaveleanuPartner · source
- Pontus PalmqvistPartner · source
- Othello RossiPartner · source
- Niklaus TschirkyPartner · source
- Robrecht DanneelsAssociate Partner · source
Frequently asked questions
Sonnenberg Wealth Management is a multi family office based in Zurich, Switzerland, founded in 2013.
Sonnenberg Wealth Management does not publicly state whether it puts its own money into companies or invests through funds.
Key people at Sonnenberg Wealth Management include Erling Lein (Co-founder and Managing Partner), Leendert Vogel (Co-founder and Managing Partner), Cédric Genecand (Managing Partner) and Maya McNally (Chair of the Board).