SONNENBERG WEALTH MANAGMENT - Key Persons
Bruno Raffaele D'Onofrio, born in 1966, joined Sonnenberg Wealth Management as a partner in 2016.
At this point in time, he had already been working as an independent asset manager within Aquila. Ltd for three years.
From 1999 to 2013 Mr. D'Onofrio was employed as a relationship manager for Overseas and UK clients in the private banking division of the Credit Suisse Group, first at Bank Hofmann and after their merger at Clariden Leu.
In 1989 he started his career at Schweizerische Bankgesellschaft AG (now UBS AG), where he held various roles in the credit and trading department. In 1995 he decided to continue his career as a relationship manager in the private banking team servicing Israel, South Africa and the UK.
Mr. D'Onofrio speaks fluently German, Italian, French and English.
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. Four years later, he graduated from the same university with a master's in banking and finance, which according to the Financial Times belongs to the ten best finance degrees in the world since 2011.
Dr. Hugo Renz born in 1943 is co-founder and chairman of Sonnenberg Wealth Management.
After successfully passing his juristic examinations, Dr. Renz completed a bank internship at the Swiss Credit Institute (now Credit Suisse),
where he subsequently became assistant to the HR director. In 1976, Dr. Renz assumed the role of legal adviser at Bank Hofmann in Zurich, which had recently
Dr. Joel Levy, born in 1970, joined Sonnenberg Wealth Management as a partner in 2019.
In 2001, Dr. Levy started his private banking career and worked for Citigroup, Credit Suisse Group, Coutts and UBP, where he held a managing director position and desk head in private banking. Prior to that he was a corporate and venture capital lawyer.
Dr. Levy is a seasoned banker with a demonstrated history in servicing clients and their family's needs, especially wealth preservation, portfolio and asset management, as well as family governance and succession planning.
Dr. Levy is a First Class Honours graduate from the University of Wales, Cardiff, where he read law and also earned a PhD in international trade.
He is fluent in English and Hebrew.
Edith Aldewereld, born in 1974, joined Sonnenberg Wealth Management as a partner in July 2015.
Over the last 20 years she has built extensive knowledge in asset management and international private banking. At Sonnenberg she was the driving force behind the development of a sustainable investment portfolio. This project, which was labelled "Moving Money to Meaning", is her passion and combines her personal values and mission with her working experience.
In addition to her work at Sonnenberg, she is co-teaching the course Sustainable Investments in Wealth Management at the University of Zurich. Moreover, she has also set up the network "Woman in Sustainable Finance" in Zurich, which aims at raising awareness of sustainable investment opportunities, supporting gender equality in the financial sector, and creating synergies through cooperation. She is also co-founder of the charity War Child Support Switzerland, which supports War Child in the Netherlands through fundraising.
From 2001 to 2015, Mrs. Aldewereld served in various positions in asset management and private banking at ABN AMRO Bank (Switzerland) and later at Union Bancaire Privée (UBP Ltd.) 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 also 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 worked as a senior relationship manager focusing on the UK and the Netherlands. She retained this position even after ABN AMRO Bank (Switzerland) was taken over by UBP Ltd. in the year 2011.
From 1996 to 2001 she worked as an investment advisor private banking at the ING Bank in the Netherlands.
Mrs. Aldewereld 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.
She is fluent in Dutch, German and English and also speaks French and Italian.
Erling Lein, born in 1974, is co-founder and managing partner of Sonnenberg Wealth Management.
From 2007 to 2014, he 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 and very large family portfolios with a strong focus on 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.
He 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.
Katharina Gounakis, born 1971, joined Sonnenberg Wealth Management as a partner in May 2021.
She has a 30-year banking experience; 25 years of which she has worked in Wealth & Asset Management in various positions. Over the years she has specialized in serving
Leendert Vogel, born in 1970, is co-founder and managing partner of Sonnenberg Wealth Management.
In 2010, he joined Bank Clariden Leu in Zürich. Two 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.
He earned his Bachelor in business administration (Baccalaureus) at the University of Professional Education in Sittard, The Netherlands.
Mr. Vogel is fluent in Dutch, German and English.
Niklaus Tschirky, born 1960, joined Sonnenberg Wealth Management AG as a partner in the corona year 2021 (in the 2nd wave).
Othello Rossi, born in 1957, joined Sonnenberg Wealth Management as a partner in 2015.
From 1998 to 2014, he was employed in the private banking division of the Credit Suisse Group, first as a relationship manager / Vice President for international clients at Bank Hofmann and then as a Senior Vice President for 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.
He earned a commercial degree from the Juventus Business School in Zurich as well as a federal business diploma from the Kaufmännische Führungsschule in Zürich. In addition, he participated in various AZEK trainings.
Mr. Rossi is fluent in German, Italian, French and English.
Job Titles:
- Partner
- Director of Investment Research
Robert Kalinic, born in 1962, joined Sonnenberg Wealth Management as a partner in 2016.
He initiated his professional career 30 years ago as a financial & commodities broker at a reputable international trading and brokerage company.
Several years later, he continue his professional path at an international universal bank, where he was leading the derivatives trading desk for the private banking clients. Following his transition to the investment banking division, he served for many years as Head of Structured Financial Products, which involved dealing with many reputable corporate clients in Switzerland. Later, he was appointed Head of Investment Advisory for the international private clients in Switzerland.
Subsequently, Mr. Kalinic was promoted to Director of Investment Research. Simultaneously, he held the position of Secretary General for the "Advisory and Discretionary Joint Investment Committee", whose investment decisions were implemented in private clients mandates across 22 countries.
Since 2006 he is entirely focused on private banking clients.
Mr. Kalinic is fluent in Croatian, German, Italian, French, Spanish and English.
Job Titles:
- Assistant
- Investment Manager
Sean Boos, born in 2000, joined Sonnenberg Wealth Management as an assistant investment manager in 2022.
In 2023, he obtained a Bachelor of Arts degree in Economics from the University of St.Gallen (HSG) with a specialization in Data Analytics and Data Handling. He is also a Chartered Alternative Investment Analyst (CAIA).
He is currently pursuing a Master of Science in Quantitative Finance, offered by the University of Zurich (UZH) and the Swiss Federal Institute of Technology Zurich (ETH). The program was ranked number 1 in Europe and number 7 worldwide in Risk.net's Quant Finance Master's Guide 2023.
Mr. Boos is fluent in French, German and English.
Vladimír Kvasnička, born in 1977, joined Sonnenberg Wealth Management as a partner in July 2020.
From 2012 to 2020, he was employed by Helvetic Trust AG as a senior partner responsible for his own customer base consisting mostly of Czech individuals.
From 2006 to 2012, Vladimír worked for Société Générale Private Banking (Suisse) in Zurich covering private clients from Czech and Slovak Republic as well as the rest of Eastern Europe including a few CIS countries.
In October 2000, after spending five years at the Czech Ministry of Finance, Securities Commission and the Econometrics Department of The Academy of Sciences, Vladimír started his career in the financial industry as financial markets analyst in the investment banking division of KB a.s. Half a decade later he moved internally to the Private Banking Department.
In 1998, he earned a bachelor's degree from Charles University in Prague. Two years later, he graduated from the same university with a master's in economic studies. In 2004 he successfully passed the CFA Level I examination.
Mr. Kvasnička is fluent in Czech/Slovak and English