Margna Peak Advisors AG provides portfolio management for individuals and small businesses.
Margna Peak Advisors AG reports 48 high-net-worth individuals. Of its assets, 50.9% ($190M across 23 accounts) are managed with discretion; $183M across 25 accounts are not. Of its clients, 2% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| High-net-worth individuals | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | 48 | $372M | 100.0% | $7.76M |
| Total | 48 | $372M | 100% | $7.76M |
- Clients
- 48
- Regulatory AUM
- $372M
- AUM share
- 100.0%
- Avg. per client
- $7.76M
Total
- Clients
- 48
- Regulatory AUM
- $372M
- AUM share
- 100%
- Avg. per client
- $7.76M
- Clients outside the U.S.
- 2%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Margna Peak Advisors AG is paid through a percentage of assets under management. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
Belvoir Capital Ag owns 25% to 50% of Margna Peak Advisors AG and is in turn owned by PKB Private Bank Sa (75% or more). The leadership team of Margna Peak Advisors AG includes Chief Compliance Officer Anja Schmid. It has 4 employees, 3 of them in advisory roles.
Leadership
- Anja SchmidChief Compliance Officer
- Deepak SoniCEO / Board Member
- Sabina Weber SauserBoard Member, CIO
- Alexandre WeintraubChairman
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
- Deepak Soni
- Sabina Barbara Weber Sauser
Staff
- 4 employees
- 3 in advisory functions
- 2 state-registered reps
- 3 soliciting firms
- Owns 25% to 50% of Margna Peak Advisors Ag
Belvoir Capital Ag
Control person · since January 2017
- Owns 75% or more of Belvoir Capital Ag
PKB Private Bank Sa
Control person · since March 2024
- Owns 75% or more of PKB Private Bank Sa
Auriga Holding Sa
Control person · since December 2016
- Owns 25% to 50% of Auriga Holding Sa
Plenitude Sa
Control person · since July 1992
- Owns 25% to 50% of Plenitude Sa
Umberto Trabaldo Togna
Control person · since February 2006
- Owns 25% to 50% of Plenitude Sa
Massimo Trabaldo Togna
Control person · since February 2006
- Owns 25% to 50% of Auriga Holding Sa
Antipodes Sa
Control person · since July 1992
- Owns 25% to 50% of Margna Peak Advisors Ag
Deepak Soni
Control person · since June 2021
- Owns 25% to 50% of Margna Peak Advisors Ag
Sabina Weber Sauser
Control person · since August 2021
Margna Peak Advisors AG’s regulatory assets grew 3.3× from $114M (June 2021) to $372M (February 2026); clients fell from 72 to 48 and employees from 5 to 4.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| February 2026 | $372M | 48 | 4 | 1 |
| June 2025 | $287M | 46 | 5 | 1 |
| March 2024 | $224M | 38 | 5 | 1 |
| June 2023 | $195M | 38 | 6 | 1 |
| February 2022 | $193M | 45 | 5 | 1 |
| June 2021 | $114M | 72 | 5 | 1 |
Besides its headquarters, Margna Peak Advisors AG has 0 offices, with 1 listed address with no US state reported.
Contact and registration details
- Legal name
- Margna Peak Advisors Ag
- Headquarters
- Tödistrasse 16, Zurich, Switzerland CH-8002
- Website
- margnapeak.com
- Phone
- 41432447550
- SEC file
- 801-62473
- Structure
- corporation organized in Switzerland
- Fiscal year end
- December
Margna Peak Advisors AG uses Bank Julius Baer & Co ($111M, 32%), Ubp Union Bancaire Privee ($110M, 32%) and Bank Vontobel Ag ($70.8M, 20%), among others, as custodians for its separately managed accounts. Margna Peak Advisors AG does not have custody of client assets.
- Ubp Union Bancaire PriveeUbp Union Bancaire Privee · Geneva · $110M32%
- Bank Julius Baer & CoBank Julius Baer & Co LTD. · Zurich · $111M32%
- Bank Vontobel AgBank Vontobel Ag · Zurich · $70.8M20%
- Dreyfus Sohne & Cie Ag, BanquiersDreyfus Sohne & Cie Ag, Banquiers · Basel · $57.8M17%
At year end, Margna Peak Advisors AG’s separately managed accounts were largely in stocks (48%) and cash (12%).
What the accounts hold
- Stocks48%
- Funds4%
- Bonds7%
- Cash12%
- Other29%
- Precious metals29%
How many clients does Margna Peak Advisors AG have?
Margna Peak Advisors AG has 48 clients and manages $372 million for them, as of February 2026. They include 48 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 18 February 2026
What services does Margna Peak Advisors AG offer?
Margna Peak Advisors AG provides portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Margna Peak Advisors AG use?
Margna Peak Advisors AG’s separately managed account assets are held at Bank Julius Baer & Co LTD. (Zurich), with $111M, Ubp Union Bancaire Privee (Geneva), with $110M, Bank Vontobel Ag (Zurich), with $70.8M and Dreyfus Sohne & Cie Ag, Banquiers (Basel), with $57.8M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 18 February 2026
How many financial advisors does Margna Peak Advisors AG have?
Margna Peak Advisors AG has 2 investment adviser representatives registered with state securities authorities, out of 4 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Margna Peak Advisors AG invest in?
At the end of its last fiscal year, Margna Peak Advisors AG’s separately managed accounts held 48% exchange-traded equities, 29% other, 12% cash and equivalents, 7% investment grade corporate bonds and 4% registered funds (mutual funds, ETFs, BDCs). The 29% other category is described as: Precious Metals.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Margna Peak Advisors AG?
Margna Peak Advisors AG is owned through a chain of holding companies by Antipodes Sa and Umberto Trabaldo and Massimo Trabaldo Togna. Its direct owners are Belvoir Capital Ag, Deepak Soni and Sabina Weber Sauser, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 18 February 2026
How does Margna Peak Advisors AG get paid?
Margna Peak Advisors AG is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Margna Peak Advisors AG?
Margna Peak Advisors AG’s main office is at Tödistrasse 16, Zurich, Switzerland CH-8002. Its phone number is 41432447550. Its website is margnapeak.com.