Deepak Soni

Current Employers

Margna Peak Advisors Ag

Tödistrasse 16, Zurich CH-8002 • Switzerland

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2022-01-04
TX	RA	APPROVED	2021-12-17

FL RA
APPROVED

Since 2022-01-04
TX RA
APPROVED

Since 2021-12-17

Branch Locations

Tödistrasse 16, Zurich CH-8002 • Switzerland

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	From	To
Vontobel Swiss Wealth Advisors Ag	Zurich	05/2012	05/2018
Ubp Investment Advisors Sa	Geneva	06/2018	05/2021
Belvoir Wealth Management Ag	Zurich	06/2021	Present

05/2012 → 05/2018

Vontobel Swiss Wealth Advisors Ag

Zurich
06/2018 → 05/2021

Ubp Investment Advisors Sa

Geneva
06/2021 → Present

Belvoir Wealth Management Ag

Zurich

Previous Registrations

2018-06-28 → 2021-06-02

Ubp Investment Advisors S.A.

Zurich
2010-10-04 → 2018-02-07

Vontobel Swiss Wealth Advisors Ag

Zurich
2008-12-18 → 2010-06-01

Credit Suisse Private Advisors Ag

Zurich

Zurich

Zurich

Other Businesses

1) Advisory Board of ArtBnk, which is a fintech company using artificial intelligence to provide valuations on contemporary/modern art. 2) Passive equity investor in Swiss Gold Gin USA. Started as a hobby during the pandemic and eventually became a minor investor with the Studer family for Swiss Gold Gin USA. Both, outside business activities are NOT correlated to the securities industry and do not present Belvoir Wealth Managment AG with any conflicts of interest.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2008-12-16

S66 Uniform Combined State Law Examination

2008-12-16

View on SEC IAPD