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The investment strategy of Sonata Investment Ltd. is the result of a deliberately long-term, scientifically based architecture that combines stability, diversification and disciplined risk control in a coherent system. As an internationally positioned family office, Sonata follows the principle of not only managing assets, but interpreting them as a cross-generational responsibility.

The asset allocation is based on the findings of modern capital market research, according to which the structural composition of a portfolio is a decisive factor in its long-term success. For this reason, Sonata relies on a globally diversified mix of quality equities, high-grade bonds and carefully curated real asset and infrastructure components. This combination creates a balance between growth potential, stability and value preservation – tailored to the individual risk preferences of discerning family fortunes.

The equity allocation of a typical Sonata mandate ranges from thirty to fifty per cent and is based on the defined risk profile of the client family. Within this framework, Sonata favours companies with outstanding balance sheet quality, high returns on capital and resilient business models. Complementary strategies with low volatility reinforce the defensive characteristics of the portfolios without sacrificing the structural growth potential of international markets.

The bond component forms the stabilising backbone. Government and corporate bonds with the highest credit ratings ensure reliable liquidity and act as a buffer against market turbulence. In addition, inflation-indexed instruments are used to secure long-term real purchasing power. Alternative investments – such as conservative infrastructure projects – expand the return potential without overstretching the risk profile.

Sonata’s risk management follows institutional standards. It includes model-based volatility control, systematic factor analysis, simulation-based stress tests and clearly defined decision-making processes. Every strategic adjustment is made within a documented governance structure designed to maintain transparency and institutional discipline. As the investment horizon is deliberately set at eight to ten years The portfolio is designed to deliver its full effect over periods that level out short-term fluctuations and significantly increase the likelihood of stable real returns.

In Sonata’s philosophy, sustainability is not a fashionable add-on, but an integral part of value creation. Environmental, social and governance factors are systematically incorporated at all levels of the investment process. The aim is to create portfolio structures that are not only robust from a regulatory perspective, but also economically resilient.

Sonata uses a multi-layered approach that includes both exclusion criteria and best-in-class methods. Climate-related risk analyses, governance reviews and sectoral ESG assessments are incorporated into the selection of each individual security. This approach increases the stability of cash flows in the portfolio, reduces regulatory and reputational risk in the long term and counteracts structural misdevelopments that can arise from global transformation processes.
At the organisational level, sustainability also means an uncompromising focus on transparency, compliance, legal separation of client and company assets, and regular, objective review processes. This structural soundness creates trust and forms the basis of a family office that is designed to last for decades.

Sonata offers two different forms of capital relationship, each designed for clarity, discipline and long-term stability.

4.1 The client loan

The loan model enables a highly transparent and directly assignable investment structure. The client provides capital, which Sonata invests. This structure is particularly suitable for families who value clear economic separation, precise risk allocation and maximum transparency.

Tax and regulatory aspects are carefully considered; the structure ensures clean reporting and clear legal allocation of all asset flows.

4.2 Participation via investor shares

Alternatively, Sonata offers the option of participating in the company in the form of non-voting investor shares. This model is aimed at clients who wish to participate in the long-term success of the family office itself without taking over operational control. The dividend mechanism creates a direct link between Sonata’s economic success and the client’s return.

This structure allows for a particularly long-term alignment of interests and forms the basis for strategic partnerships that can span generations. At the same time, it is designed in such a way that control, governance and stability in corporate management are fully maintained.

5.1 Discretionary asset management

Discretionary asset management is the most comprehensive form of cooperation. The client entrusts Sonata with the task of making investment decisions independently and within the framework of a precisely defined mandate. This form ensures maximum
efficiency in implementation, as tactical adjustments and rebalancing measures can be carried out without delay.

Thanks to its close links to risk management, Sonata can seamlessly integrate ESG criteria into every step of the investment process. Clients benefit from institutional quality, a clear structure and continuous monitoring of all risk parameters.

5.2 Fiduciary and escrow services

The fiduciary management of assets – especially in the context of international transactions – is one of the most demanding disciplines of a family office. Sonata manages fiduciary accounts under the strictest legal and regulatory requirements, including comprehensive AML, KYC and compliance processes.

This service enables the secure, efficient and transparent processing of large capital movements while ensuring a structurally and legally sound framework that also meets complex international requirements.

5.3 Investment advisory

Sonata offers comprehensive and in-depth advisory services for clients who wish to make their own investment decisions. This includes analysing existing asset structures, developing strategic allocation models, formulating an investment policy and providing ongoing support. Sonata acts as an independent, institutional authority, bringing consistency and foresight to complex, multi-layered overall assets.

5.4 Concierge service

The range of services is rounded off by a concierge service that extends the high standards of a global family office to the personal lives of clients. Travel organisation, event management and international hospitality coordination are carried out discreetly, reliably and always at the level expected by Sonata’s clientele. In this area, too, Sonata relies on responsible partners and sustainable solutions in order to combine the highest quality with a long-term value concept.

As a specialist partner for entrepreneurial families, high net worth individuals and dynastic structures, we offer comprehensive, independent family office management. Our service approach combines the highest professional standards of asset management with a consistently sustainable perspective. This enables us to create long-term stability, transparency and impact – for current and future generations.

Sustainability is at the heart of all our decision-making and management processes. We do not view sustainability as an add-on or a trend, but as an integral part of a resilient wealth architecture. Our entire service is geared towards global changes in the economy, society and regulation, creating solutions that combine value and responsibility.

1. Long-term perspective: We think in terms of generations, not quarters.
2. Responsibility: Capital should have an impact – ecologically, socially and economically.
3. Transparency: Decisions are only viable if they are transparent and fact-based.
4. Independence: We act exclusively in the interests of our clients – free from conflicts of interest.

The capital markets are changing. Climate risks, geopolitical shifts, regulatory requirements and new business models are fundamentally changing investment universes. We develop investment solutions that not only take these developments into account, but actively leverage them.

We structure portfolios consistently and sustainably – data-driven, transparent and individually tailored. This includes:

• Comprehensive ESG screening of all asset classes
• Integration of regulatory standards (e.g. EU taxonomy, SFDR)
• Assessment of climate risks and long-term transformation paths
• Integration of investments with measurable positive impact (impact investing)
• Selection of asset managers according to strict sustainability and governance criteria

Our investment models aim for robust diversification across traditional and alternative investments – always taking into account the long-term sustainability and individual risk and impact objectives of our clients.

Assets need structure. Our governance models create clarity, efficiency and stability – especially in complex family constellations.

Services in the area of governance & structuring

• Development and implementation of tailor-made family governance models
• Clear process definitions for decision-making and control mechanisms
• Structuring and monitoring of external service providers
• Establishment of advisory boards, investment committees or family councils
• Moderation of complex decision-making processes within the family
• Ensuring regulatory and ethical standards

The aim is to create a resilient structure that promotes sustainable decisions and ensures continuity across generations.

Modern asset management requires complete transparency. Our reporting systems record all assets across all asset classes – including illiquid assets, real estate and corporate investments.

Our reporting includes:

• Precise consolidated asset presentations
• Detailed ESG and sustainability metrics
• Carbon footprint analyses
• Impact reports for impact investments
• Liquidity, risk and scenario analyses
• Benchmarking based on global sustainability standards

This enables clear, data-driven decision-making that takes both financial and sustainability goals into account.

Sustainability affects the entire ecosystem of an asset – not just the portfolios. We support our clients in all matters relating to long-term responsibility.

Philanthropy & social engagement

• Development of strategic funding concepts
• Professionalisation of charitable activities
• Impact-oriented selection and monitoring of projects

Sustainable real estate and asset management

• Energy efficiency and ecological optimisation of existing properties
• Sustainable project development
• Evaluation of alternative, long-term sustainable assets

Succession planning & value preservation

• Structuring of asset and company succession
• Moderation of intra-family decision-making processes
• Integration of ecological and social values into long-term strategies

We operate without product pressure, hidden interests or ties to financial institutions. This independence enables us to make decisions that serve the best interests of the family.

We use institutional standards, state-of-the-art technologies and a highly qualified network of specialists to manage sophisticated assets in an impact-oriented manner. Our clients benefit from clarity, structure and responsible use of resources.

We see ourselves as a strategic partner that offers guidance to families in a dynamic and increasingly complex world. Our goal is not only to preserve wealth, but also to develop it in a meaningful and sustainable way.

With precise analysis, personalised support and a deeply rooted sense of responsibility, we accompany families on their path to long-term prosperity – ecologically, socially and financially.