Listing details
Sonnenberg Wealth Management
Sonnenberg Wealth Management is an independent Swiss-domiciled private company specializing in wealth management, asset management, and family office services. We are directly supervised and licensed by the Swiss Financial Market Supervisory Authority (FINMA) as a Swiss Asset Manager and licensed by the Financial Sector Conduct Authority (FSCA) in South Africa as a financial service provider.
Our team consists of highly experienced professionals who have been advising, structuring, and managing the wealth of (ultra) high net worth individuals and families through various market conditions. Collectively, we bring an average of 30 years of expertise in providing private banking services to our clients.
We are highly proficient in managing complex portfolio structures for single clients and wealthy families. Additionally, we have extensive experience and in-depth knowledge in sustainable finance and mandates, and we possess specific expertise in advising foundations financially.