Margna Peak Advisors AG
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Margna Peak Advisors AG is a SEC‑registered investment adviser based outside the U.S. that provides discretionary portfolio management and non‑discretionary investment advice primarily to high‑net‑worth and ultra‑high‑net‑worth individuals, trusts, estates, and other qualifying U.S. persons and entities. The firm delivers customized asset management across traditional asset classes and certain alternatives for a relatively small roster of clients.
The firm’s investment approach combines top‑down macro views and bottom‑up security selection implemented through model portfolios and an investment committee that meets regularly; it offers both discretionary mandates (with a limited power of attorney) and advisory mandates. Strategies include global multi‑asset, Swiss‑centric and Euro‑area allocations, with an emphasis on liquid, exchange‑traded instruments while also employing mutual funds, ETFs, private funds and REITs; Swiss regulatory obligations can limit proactive fund advice to non‑discretionary clients unless they opt for professional client status.
Noteworthy aspects include its principal office outside the U.S., an affiliation with Belvoir Capital AG, and minority and woman ownership, along with an outsourced compliance function overseen by internal personnel. With roughly $372 million in assets under management, three advisors and fewer than 50 clients, the firm manages relatively large, selective accounts concentrated among high‑net‑worth clients.
Client services
Expertise
Fee options
Account minimum: $1,000,000 Minimum fee: Minimum fee of USD 2,500 per quarter for assets under management less than USD 1 million
Most active in
Florida · Louisiana · New York · Pennsylvania · Texas
Also doing business as
Belvoir Wealth Management Ag · Margna Peak Advisors Ag · Sloan Asset Management Ag
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Sabina W
Remote
Margna Peak Advisors AG
Sabina Weber Sauser is a financial advisor at Margna Peak Advisors AG with nine years of industry experience. She previously worked at Belvoir Wealth Management AG and UBP and has lectured at the University of Applied Sciences HWZ in Zurich. She also serves on the board of directors for Ragotti & Weber Bau AG and Ragotti & Weber Management AG, companies involved in construction and real estate. Margna Peak Advisors AG is an SEC-registered investment adviser based outside the U.S. that provides discretionary and non-discretionary portfolio management primarily to high-net-worth and ultra-high-net-worth clients. The firm combines top-down macro views with bottom-up security selection, offering customized multi-asset strategies with a focus on liquid, exchange-traded instruments.
Deepak S
Series 66
Remote
Margna Peak Advisors AG
Deepak Soni is a Series 66-licensed financial advisor with 15 years of industry experience. He is currently with Margna Peak Advisors AG and has previously worked at Belvoir Wealth Management AG, UBP Investment Advisors SA, and Vontobel Swiss Wealth Advisors AG. Outside of his advisory role, he serves on the advisory board of ArtBnk, a fintech company using artificial intelligence for art valuations, and is a passive equity investor in Swiss Gold Gin USA. Margna Peak Advisors AG is a SEC-registered investment adviser serving high-net-worth and ultra-high-net-worth individuals, trusts, and estates. The firm offers customized asset management through discretionary and non-discretionary mandates, employing a combination of top-down macro analysis and bottom-up security selection across global multi-asset and regional strategies.
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