Tailored Made Asset Management Solutions

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.

We purchase the best available investment products at the best possible conditions for our clients portfolios. Only institutional share classes with the lowest possible fees of mutual funds are purchased.

We have team members with extensive experience in in advising, structuring, and managing the wealth of ultra high net worth individuals, obtained at leading Swiss and international banks as well as at one of the largest independent multi family office in Europe.

Investment Philosophy

At Sonnenberg we follow a value-oriented top-down investment strategy, aligned to realize a sustainable and an excellent risk-adjusted performance. The starting point is our fundamental assessment of the economy, the political environment and an analysis of the current valuation of different assets classes. Based on this information, the relative attractiveness of different asset classes is determined to take advantage of market opportunities, where current price and underlying value are misaligned, and to manage overall portfolio risk.

The product of our investment philosophy is a well-diversified long- term asset allocation aiming to deliver strong risk-adjusted returns for our clients. This long- term asset allocation is regularly reviewed for its fit with the corresponding risk profiles, as well as our expectations of long-term market returns, volatility, and correlations.

In our monthly asset allocation meetings or ad-hoc if needed due to market developments our active short-term asset allocation are defined. Besides fundamental factors, also trading- and behavioral factors are considered.

Finally, we have weekly Investment meetings to discuss recent market developments and single investments held in the end portfolios of our clients.

We use research and views from different banks, investment management firms, and independent research providers in the definition respectively selection process of the asset allocation and investment products. Our Investment decisions are taken using inputs from top rated analysts and strategist within their fields. The use of different sources ensures that only up to date research and views will be used in the investment decisions.

We carefully select fund managers that are not only from the classical large well known funds. We also diversify into smaller fund managers that have a sustainable track record and can add value to your portfolio before they become so big that they become main stream. These fund managers also typically deviate more from their benchmarks and have therefore a higher chance to considerably outperform these benchmarks. We continuously analyze new opportunities which are emerging. There are many investment opportunities which have previously only been available to institutional investors. These are now increasingly of interest for private investors also. We want you to be aware of these as well.

Tax and Regulatory Optimized Portfolio Management

We possess unique capabilities in tax and regulatory optimized portfolio management for clients domiciled in various countries. We have a strong focus on the performance after tax, by taking among others holding periods, withholding taxes and stamp duty taxes into consideration.

We consult other external asset managers on this topic and also manage complex portfolios of external clients.