Margna Peak Advisors AG
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Margna Peak Advisors AG provides discretionary and non‑discretionary investment advisory services to high‑net‑worth and ultra‑high‑net‑worth individuals, as well as institutions, foundations, trusts and estates that meet accredited or qualified investor standards. Services center on customized portfolio management across traditional asset classes and alternative instruments, along with ongoing monitoring and reporting consistent with each client’s investment policy.
The firm’s investment process is committee‑driven and combines top‑down macro views with bottom‑up security selection to construct model portfolios and implement client‑specific asset allocations documented in an Investment Policy Statement. MARGNA emphasizes a formal investment management cycle — goal setting and risk profiling, asset allocation modeling, investment selection, implementation and periodic rebalancing — and acts under a fiduciary standard when advising clients.
Compared with many peers, MARGNA’s principal office is located outside the United States and it operates under non‑U.S. regulatory frameworks that influence how it advises non‑discretionary clients about funds (including application of Key Information Document requirements). The firm is affiliated with another financial services firm, has an outsourced compliance arrangement overseen internally, is minority and woman‑owned, and limits its client base to accredited/qualified investors with stated minimum portfolio thresholds for its discretionary and non‑discretionary programs.
Client services
Expertise
Fee options
$0 - $1,000,000: Minimum fee of $2,500 per quarter $1,000,000+: 1.00% annually for discretionary asset management services $2,000,000+: 1.10% annually for non-discretionary investment advisory services
Account minimum: $1,000,000 for discretionary asset management services; $2,000,000 for non-discretionary investment advisory services Minimum fee: Minimum fee of $2,500 per quarter for assets under management less than $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. Her prior roles include positions at Belvoir Wealth Management AG, UBP, and Vontobel Swiss Wealth Advisors AG. She serves on the board of directors for Ragotti & Weber Bau AG and Ragotti & Weber Management AG, and she has lectured at the University of Applied Sciences HWZ in Zurich. Margna Peak Advisors AG provides discretionary and non-discretionary investment advisory services to high-net-worth and ultra-high-net-worth individuals, as well as institutions and qualified investors, focusing on customized portfolio management across traditional and alternative asset classes within a formal investment management cycle.
Deepak S
Series 66
Remote
Margna Peak Advisors AG
Deepak Soni is a financial advisor at Margna Peak Advisors AG with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Belvoir Wealth Management AG, UBP Investment Advisors SA, Vontobel Swiss Wealth Advisors AG, and Credit Suisse Private Advisors AG. Outside the securities industry, he serves on the advisory board of ArtBnk, a fintech company focused on AI-based art valuations, and is a passive investor in Swiss Gold Gin USA. Margna Peak Advisors AG provides discretionary and non-discretionary investment advisory services to high-net-worth and ultra-high-net-worth individuals, as well as institutions, foundations, trusts, and estates. The firm employs a committee-driven investment process combining top-down macro views with bottom-up security selection, operating under a fiduciary standard and serving accredited or qualified investors.
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