Sogelac
About us
SOGELAC is a Wealth Management Company and Multi Family Office founded in 2006. It is owned by its managers, ensuring complete independence from banking groups.
It is licensed by FINMA, the Swiss Financial Market Supervisory Authority and monitored by the AOOS, a supervisory organization. SOGELAC manages assets on behalf of individuals and family offices through personalized solutions.
Key numbers
2006
Since
100%
Management owned
11
Associates
16
Depositary banks
We offer to our clientele personalized solutions focusing on their specific needs in different fields of expertise.
- Portfolio Management
- Advisory & Execution
- Family Office Services
- Financial Planning
Our affiliations
- AOOS – Swiss Supervision Organisation
- SAAM – Swiss Association of Asset Managers
- OFS – Ombud Finance Switzerland (Mediation organisation)
Our auditors
- BDO SA