Your Partner for Professional Wealth Management

The wealth you have created gives you freedom. It allows you not to worry about little things. It allows you to create and to make things happen. Where do you stand now? What is your vision regarding the future of your family and what is the vision on the development of your company or your profession? Do these two align or is there a conflict between your family values and your business interest? These are questions that matter. And we dare to ask them. Because the answers to these questions define what is important to you personally, your family and your business. And these answers define the way in which we will create wealth for you in order to realize your vision.

Where do we stand for:

Aligning your investments to realise your personal and business goals and vision

Aligning your wealth with your personal values

Value creation

Taking responsibility

Positive impact on society

Professional and independent advice

Our dedicated team of specialists is able to support you with Classic Investment Strategies as well as Strategies that are based on Sustainable Investment solutions to give every client the freedom of choice.

With our flexible approach we add value in:

Advisory Services

Managed mandates

Sustainable investments & Impact investments

Family office services

Combination of the above


Sonnenberg Wealth Management is an independent wealth manager with family office services. Our independence allows us to avoid any conflicts of interest. Therefore we can be flexible and entrepreneurial in finding the right solutions for your personal situation. We carefully protect our independence and do not own any financial products. Our fee structure is fully transparent and straightforward. Our large international network helps us to create the right tailor-made opportunities. And we share our international network with you to help you privately and professionally moving forward.

Our company is 100% privately owned and owner-managed. We work with carefully selected, well capitalized private banks in Switzerland with whom we have agreed internationally competitive terms.

Regulatory and Professional Standards

To adhere to the highest regulatory and professional standards, Sonnenberg Wealth Management has various partners:


Aquila & Co.

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.


Swiss Association of Asset Managers

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.





PricewaterhouseCoopers

Sonnenberg Wealth Management is audited with regards to anti-money laundering regulations by PricewaterhouseCoopers.


Our Vision

Sonnenberg Wealth Management AG aims to be a leading and inspiring independent wealth manager that creates value for our clients with sustainable, innovative, entrepreneurial and professional financial solutions.

Our Values

Value creation: for our clients and our society

Innovation: through innovative strategies and product solutions

Responsibility: we take ownership for our actions and wellbeing of our clients, in line with our values

Integrity: with respect and no conflict of interest

Professionalism: in all our actions and decisions

Use wealth to deliver financial returns whilst simultaneously generating a positive impact on society. We would like our clients to feel positive and secure about their financial investments.

Team

Edith Aldewereld

Partner

Edith 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. 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. Aldewereld is fluent in Dutch, German and English and also speaks French and Italian.

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, Co-Founder

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.

Leendert Vogel

Managing Partner, Co-Founder

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.

Gilles Wilten

Vice President

Gilles Wilten, born in 1985, joined Sonnenberg Wealth Management in 2017.

From 2012 till 2016 he was active for various international commodity trading companies in London and Antwerp. In these positions his main focus was always on relationship management with individuals from an array of industries, as well as on global business development.

From 2010 to 2012 he had his own company importing fresh truffles into Belgium and selling them to restaurants nationwide.

Mr. Wilten earned a Bachelor degree in International Business from KdG in Antwerp, Belgium.

He is fluent in Dutch, French, German and English.