Sogelac

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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
Contact

Our affiliations

  • AOOS – Swiss Supervision Organisation
  • SAAM – Swiss Association of Asset Managers
  • OFS – Ombud Finance Switzerland (Mediation organisation)

Our auditors

  • BDO SA