Sonnenberg Wealth Management logo — Sonnenberg Wealth Management is an independent, privately ow...

Sonnenberg Wealth Management

Sonnenberg Wealth Management is an independent, privately owned asset manager who also offers family office services.

Founded 2014 Switzerland Zurich, Switzerland 9 employees Finance, Financial Services +2

General Information

Company Name Sonnenberg Wealth Management
Founded Year 2014
Location Switzerland Zurich, Switzerland +1
Founders / Decision Makers
Team member
Employees 9
Industries Finance, Financial Services, Banking +1
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About Sonnenberg Wealth Management

Sonnenberg Wealth Management is an independent and privately owned asset manager that also offers family office services. Founded in 2014, the Swiss domiciled company provides wealth management, asset management, and family office services for Swiss and international clients. Sonnenberg stands out with its focus on creating value for clients through sustainable, innovative, and professional financial solutions. The company's commitment to offering a flexible approach is reflected in its range of services, including advisory services, managed mandates, sustainable investments, impact investments, and a combination of these. The firm takes pride in aligning clients' investments with their personal and business goals, tailoring investments to their values, and prioritizing responsibility and positive impact on society.

Sonnenberg Wealth Management is a member of the Swiss Association of Asset Managers and a partner of Aquila & Co. Ltd, one of the largest platforms for independent asset managers in Switzerland. With a dedication to providing professional and independent advice, the company has carved its niche in the finance, financial services, banking, and wealth management industries. For more information, visit their website at www.sonnenberg-ag.com.

Taxonomy: Wealth Management, Family Office, Investment Advisory, Sustainable Investments, Impact Investments, Managed Mandates, Advisory Services, Private Banking, Family Governance

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Sonnenberg Wealth Management Alternatives & Competitors

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FAQ About Sonnenberg Wealth Management

Sonnenberg Wealth Management is an independent, privately owned asset manager who also offers family office services.
Sonnenberg Wealth Management was founded in 2014.
Sonnenberg Wealth Management is headquartered in Zurich, Switzerland.
Sonnenberg Wealth Management operates in the following industries: Finance, Financial Services, Banking, Wealth Management.
Sonnenberg Wealth Management has approximately 9 employees.
Top alternatives and competitors to Sonnenberg Wealth Management include Focus Asset Management, Crossinvest (Asia), Formue Norge, FIDES Holdings, Ayaltis. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Sonnenberg Wealth Management and Focus Asset Management are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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