Your Partner for Professional Wealth Management
Sonnenberg Wealth Management is an independent and privately owned Swiss domiciled company providing wealth management, asset management and family office services for Swiss and international clients. We also advise other external asset managers on tax conform and regulatory optimized portfolio management.
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.
Regulatory and Professional Standards
To adhere to the highest regulatory and professional standards, Sonnenberg Wealth Management has various partners:
Sonnenberg Wealth Management Ltd. is a member of the Swiss Association of Asset Managers (SAAM). SAAM is the leading industry association of independent asset managers in Switzerland. It was established in 1986 with the objective of creating a seal of approval for independent asset managers through self-regulation. As a lobbyist, the association aims at strengthening the industry’s reputation and protecting investors. It also actively promotes training and further education. Today, SAAM has more than 1,000 members, which means it unites more than half of all independent asset managers working in Switzerland who manage some two-thirds of all funds overseen by independent asset managers in Switzerland.
Sonnenberg Wealth Management is a 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.
Sonnenberg Wealth Management is audited with regards to anti-money laundering regulations by PricewaterhouseCoopers
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.
Tax and Regulatory Optimized Portfolio Management
We possess unique capabilities in tax and regulatory optimized portfolio management for clients domiciled in various countries across Europe. We consult other external asset managers on this topic and also manage complex portfolios of external 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.
Our 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.
Bruno Raffaele D'Onofrio+  Partner
Bruno Raffaele D’Onofrio, born in 1966, has been working in banking for over 27 years.
In 1989 Mr. D’Onofrio started his career at Schweizerische Bankgesellschaft AG (now UBS AG) where he was responsible for various roles in the Credit Department and in the Trading Department. In 1995 he changed internally and continued his career as a Relationship Manager in the Private Banking Team servicing Israel, South Africa and the UK.
In 1999 he moved to Bank Hofmann AG and became a Vice President for the Private Banking team International Overseas and UK as a Client and Investment Advisor. In 2007 Bank Hofmann AG was merged into Clariden Leu AG where Mr. D’Onofrio continued his role.
In October 2013 Mr. D’Onofrio continued his career at the Aquila & Co. Ltd. He joined Sonnenberg Wealth Management as a Partner in May 2016. He speaks fluently German, Italian, French and English.
Cédric Genecand+ Investment Manager
Cédric Genecand, born in 1990, joined Sonnenberg Wealth Management as Investment Manager in 2014.
From 2013 to 2014, Mr. Genecand served in the premium portfolio management unit of the Credit Suisse Group, where he was mainly responsible for the elaboration of customized and tax-optimized investment proposals for international UHNWI clients. In addition, he was also accountable for the creation of individual reporting for various important clients of the bank on a monthly basis.
He earned a Bachelor of Arts degree in Business Administration from the University of St.Gallen (HSG) with specializations in the areas of Investments and Finance in 2014. Currently he is a candidate of the Master in Banking and Finance at the same University, which ranked among the top ten in the world for the sixth year in a row in 2015.
Mr. Genecand is fluent in French, German and English.
Robert Kalinic Partner
Erling Lein+ Managing Partner
Born in 1974, Mr. Lein is Co-Founder and Managing Partner of Sonnenberg Wealth Management.
From 2007 to 2014, Mr. Lein served in various positions within the Credit Suisse Group, including the position Head Portfolio Management Europe at Clariden Leu. Besides seats in various investment committees, he was also a fund manager of two Asset Allocation Funds and the responsible Portfolio Manager for several UHNWI Clients.
From 2003 to 2007 Mr. Lein worked as an Investment Manager at Sauerborn Trust, which was the largest independent multi-family office in Europe until its acquisition by UBS. He was responsible for the daily management of several complex family portfolios with asset values of above 50 million euro and a strong focus of the performance after tax.
In addition to his asset allocation and investment management capabilities, Mr. Lein has extensive experience in designing, implementing and managing complex tax-optimized investment solutions and structures for clients domiciled in various tax jurisdictions.
Mr. Lein earned a Master of Science degree in Business with majors in Finance and Auditing from the Universities of Trondheim and Bodø, Norway. Further, he holds a Licentiate in International Economic Relations from the University of Konstanz in Germany.
He is fluent in Norwegian, German and English.
Othello Rossi+ Partner
Born in 1957, Mr. Rossi is Partner at Sonnenberg Wealth Management since 2015.
From 1998 to 2014, he was employed in the private banking division of the Credit Suisse Group as a relationship manager for international clients during his time at Bank Hofmann and clients from Western Europe while working at Clariden Leu.
From 1976 to 1998, Mr. Rossi worked first as a credit officer for institutional clients and later as a relationship manager for private European clients at UBS.
Mr. Rossi earned a commercial degree from the Juventus Business School in Zürich as well as a Federal Business Diploma from the Kaufmännische Führungsschule also in Zürich. In addition, he participated in various AZEK trainings.
He is fluent in German, Italian, French and English.
Bastiaan Schrier+ Co-Founder
Bastiaan Schrier (born in 1959) is one of the founding partners of Sonnenberg Wealth Management Ltd. He has a long term international track record in Private Banking and is a main shareholder of several Asset Management and Real Estate companies.
His career in Private Banking started at the Amrobank (which is now ABN AMRO Bank N.V.) in the Netherlands in 1977. After his move to the Raiffeisenbank (which is now Rabobank) he became responsible for the Private Clients department until 1985, when he decided to take over the responsibility at the Private Clients Department at NMB Bank (which is now ING Bank), also in Oostburg, the Netherlands.
In 1987 he decided to broaden his experience internationally and became Vice President of Banque Baumann & Cie. in Luxembourg. He successfully build the organisation of the daughter company in terms of clients, organisation and staff. Over the years Mr. Schrier established a very interesting network with the result that he became director and member of the Board of Directors in several companies in Switzerland and Luxembourg.
As of 1997 Mr. Schrier moved to Switzerland where he continued to build his career in the Benelux team for Market Development, new Projects and Portfolio Management at Bank Hofmann in Zurich. After the merger of Bank Leu, Clariden Bank and Bank Hofmann AG into Clariden Leu AG in 2007 he became Director Private Banking at Clariden Leu AG in Zurich. In the year 2011 Clariden Leu AG was integrated into Credit Suisse AG, where Mr. Schrier continued his career as Managing Director.
Since 2014 Mr. Schrier decided to fully focus on his international private clientele as a main shareholding partner of Aquila Florentina Asset Management AG, a company that he founded in the year 1998. Next to this duty he is also involved as founding partner of Sonnenberg Wealth Management AG as well as a shareholder of several international real estate companies.
Edith Stroeken-Aldewereld+ Partner
Edith Stroeken-Aldewereld, born in 1974, joined Sonnenberg Wealth Management as a Partner in July 2015.
From 2001 to 2015, she served in various positions in Asset Management and Private Banking at ABN AMRO Bank (Switzerland) and later at Union Bancaire Privée, UBP SA in Zurich. As a Senior Portfolio Manager in the Discretionary Portfolio Management Department she was responsible for several investment committees as well as for the customized management of the portfolios of UHNWI clients. She took care of the strategical development and tactical implementation of the DPM Sales Strategy and the retention and acquisition of clients worldwide. After her move to Private Banking in the year 2007, she held positions as Senior Relationship Manager Private Banking and Senior Relationship Manager Wealth Management focusing on the UK and the Netherlands. She continued this position after ABN AMRO Bank (Switzerland) was taken over by Union Bancaire Privée, UBP SA in the year 2011.
From 1996 to 2001 Mrs. Stroeken-Aldewereld worked as an Investment Advisor Private Banking at the ING Bank in The Netherlands.
She studied Commercial Economics at the School of Business Administration and Economics in Venlo and has earned a degree as Certified European Financial Analyst (CEFA) at the VU university in Amsterdam.
Mrs. Stroeken-Aldewereld is fluent in Dutch, German and English and also speaks French and Italian.
Leendert Vogel+ Managing Partner
Leendert Vogel, born in 1970, is Co-Founder and Managing Partner of Sonnenberg Wealth Management.
In 2010, after 20 years working for ABN AMRO Bank N.V. Mr. Vogel joined Bank Clariden Leu in Zürich. 2 Years later, this bank was fully integrated into the Credit Suisse Group and discontinued as an independent bank.
From 1990 to 2010, Mr. Vogel served in various positions within ABN AMRO Bank N.V. in The Netherlands and in Switzerland.
Mr. Vogel earned his Bachelor of Business Administration (Baccalaureus) at the University of Professional Education in Sittard, The Netherlands.
He is fluent in Dutch, German and English.