#MENTOR

DR. PÉTER SZABÓ

dr. Szabó Péter
Private Banking and Wealth Management expert

I am an experienced Private Banking specialist with a demonstrated working history at different financial institutions in Hungary and Switzerland for over 20 years. My professional experiences cover Business Development, Wealth Preservation Planning, Portfolio Management, Customer Relationship Management (CRM), Private Equity, Venture Capital, Financial Planning for companies as well as for high-net-worth individuals (HNWI) and their families. I lived in 4 different countries, hold Hungarian and Swiss nationalities, have 2 teenage sons and have been residing in Switzerland since 2006. As a Partner of the Zurich based Family Office Sonnenberg Wealth Management AG, I am responsible for business development and advisory for our end clients.

SPECIALIZATION

Banking, Portfolio management, Finance, Private banking, Wealth management, Investments, Fintech, Venture capital, Private equity
dr. Szabó Péter | LinkedIn
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