Sonnenberg Wealth Management Ltd.

Overview

Sonnenberg Wealth Management is an independent Swiss-domiciled private company offering tailor-made wealth management, asset management and family office services. The firm reports direct supervision and licensing by the Swiss Financial Market Supervisory Authority as a Swiss asset manager, along with a South African Financial Sector Conduct Authority license as a financial service provider. (Sonnenberg Wealth Management)

Services

Sonnenberg manages complex portfolios for high-net-worth individuals and families. Its asset management solutions are designed around each client’s risk tolerance, investment horizon and tax domicile. The firm also advises external asset managers and manages complex portfolios with attention to the tax and regulatory treatment of investment instruments. (Asset Management)

For pension and retirement assets, Sonnenberg provides investment strategy reviews, transparent fee models, customer-oriented advice and negotiations with custodian banks over costs. (Foundation and Pension Assets)

What the firm offers

• Investment management
• Tax planning
• Philanthropy
• Family governance and education
• Retirement planning

Client Focus

The firm’s multifamily office serves wealthy families, athletes and entrepreneurs domiciled around the world. Its family office work includes consolidated reporting, controlling across multiple custodians and non-bankable assets, tax-report reviews and support with withholding-tax recovery. (Family Office)

Approach

Sonnenberg describes itself as independent from banks, investment companies and service providers. It emphasizes transparent fees and client-focused advice. Its investment philosophy combines long-term asset allocation with a value-oriented, top-down strategy informed by market intelligence from multiple sources. (Asset Management)

The firm also offers sustainable portfolios that can be aligned flexibly with clients’ environmental, social and governance preferences. (Asset Management)

Family Office Support

Beyond reporting and portfolio oversight, Sonnenberg provides advisory support in merger and acquisition matters, family governance and selected legal questions. (Family Office)

FAQs

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Sources

1. Sonnenberg Wealth Management
2. Asset Management
3. Family Office
4. Foundation and Pension Assets

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.