Sogelac
About us

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.
Key numbers
2006
Since
100%
Management owned
11
Associates
15
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