SOGELAC is a Wealth Management Company and Multi Family Office founded in 2006. It is owned by its managers ensuring a total 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.
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
- AOOS – Swiss Supervision Organisation
- SAAM – Swiss Association of Asset Managers
- OFS – Ombud Finance Switzerland (Mediation organisation)
- BDO SA