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- Custodian
- Bank Vontobel · UBS
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-06-2003
- Office Locations
- 1
Office Locations
About Margna Peak Advisors AG
Margna Peak Advisors AG is a Zurich-based retail-focused wealth manager providing asset management, portfolio construction, financial planning, and insurance guidance. The firm emphasizes asset allocation and risk management, with portfolios that make significant use of ETFs alongside fixed income and select public funds. Client assets are held with Swiss custodians including UBS and Bank Vontobel, and the business is partner-led with dedicated CIO and compliance leadership.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
DEEPAK SONI
Chief Executive Officer
- CRD
- #5611418
- Ownership
- 25% but less than 50%
SABINA BARBARA WEBER SAUSER
Chief Investment Officer, Partner
- CRD
- #5846789
- Ownership
- 25% but less than 50%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $189,650,634 | $8,245,680 |
| Non-Discretionary | $182,848,930 | $7,313,957 |
| Total | $372,499,564 | $7,760,408 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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