Sonnenberg Wealth Management AG

Financial Services

  • Headquarters: Bahnhofstrasse 24, Zürich, Switzerland, 8001

Phone: NA

Founded: NA

Employees: 0-10

Stock Exchange: NA

About Sonnenberg Wealth Management AG

Your partner for professional wealth management. Sonnenberg Wealth Management is an independent and privately owned Swiss domici ... led company providing wealth management, asset management and family office services for Swiss and international clients. 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. Our asset management solutions are carefully tailored to the wishes and needs of every client. Together with our clients, we develop an individual investment strategy, taking into consideration numerous factors such as personal risk tolerance, investment horizons, tax domicile and wealth structure, and individual preferences and requirements. We are free of any conflict of interest due to our independence from banks, investment companies and service providers. In addition, our fee structure is fully transparent and we act purely in the interest of our clients. Besides offering classic asset management solutions we also provide a broad range of family office services. These range from consolidated reporting of all your assets to financial, tax and succession planning in corporation with external specialists. 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. Aquila & Co. Ltd. has had securities broker status since 2005, a banking license since 2012, and is subject to controls set by the Swiss Financial Market Supervisory Authority (FINMA). Aquila & Co. Ltd. is 100% privately owned and is therefore entirely independent. Show more

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Frequently Asked Questions Regarding Sonnenberg Wealth Management AG

Where are Sonnenberg Wealth Management AG’s headquarters?

Sonnenberg Wealth Management AG’s headquarters are in Bahnhofstrasse 24, Zürich, Switzerland, 8001

What is Sonnenberg Wealth Management AG’s industry?

Sonnenberg Wealth Management AG is in the industry of: Financial Services

What is Sonnenberg Wealth Management AG’s official website?

Sonnenberg Wealth Management AG’s official website is www.sonnenberg-ag.com

How many employees are working in Sonnenberg Wealth Management AG?

Sonnenberg Wealth Management AG has 0-10 employees

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