ADV 2B 2026 JANUARY

Part 2A of Form ADV Information about qualifications of Investment Adviser Representatives of Margna Peak Advisors AG Part 2B of Form ADV Brochure Supplement January 2026 January 16, 2026 Page 1 of 5  Part 2A of Form ADV Margna Peak Advisors AG Tödistrasse 16 8002 Zurich, Switzerland www.margnapeak.com This brochure supplement provides information about the qualifications of Margna Peak Advisors AG (“MARGNA”) In- vestment Adviser Representatives. If you have any ques- tions about the contents of this brochure supplement, please contact us.Additional information about Deepak Soni, Sabina Weber Sauser and Susanna Giase is available on the SEC’s website at https://adviserinfo.sec.gov/ info@margnapeak.com This brochure provides information about the following Su- pervised Persons of MARGNA: +41 43 244 7550  Deepak Soni, CEO, Managing Partner, and Member of CRD Number 128649 SEC File Number 801-62473   the Board of Directors Sabina Weber Sauser, CIO Managing Partner, and Mem- ber of the Board of Directors Susanna Giase, Director, Senior Relationship Manager The information in this brochure supplement has not been ap- proved or verified by the United States Securities and Exchange Commission (SEC) or by any state securities authority. information MARGNA is a registered invest- ment adviser. Registration of an investment adviser does not imply any level of skill or training. The oral and written communications of an adviser provide you with in- formation about which you deter- mine to hire or retain an adviser. about Additional MARGNA is also available on the SEC’s website at www.advis- erinfo.sec.gov. Clients and prospective clients should review this brochure sup- plement carefully. January 16, 2026 Page 2 of 5  Deepak Soni Partner, CEO (Chief Executive Officer) and Member of the Board of Directors Educational Background Deepak Soni was born in August 1971 in the US. After high school, he received a Bachelor degree in Industrial Engineering from N.C. State University in 1994. Deepak Soni completed an Executive MBA program from Golden Gate University in San Francisco, CA in 2006. Deepak Soni has successfully passed the Series 66 exam, the Uniform Combined State Law Examination that covers topics rele- vant to providing investment advice and effecting securities transactions for clients. Business Experience Deepak Soni is the CEO of MARGNA (formerly “Belvoir Wealth Management”) (SEC) since June 2021. Deepak Soni has over 20 years of financial services experience. Prior to arriving in Switzerland, Deepak Soni worked for Citigroup in New York and San Francisco in Business Development from 1999 until 2008. From 2008 until 2010, Deepak worked as Director for Credit Suisse Private Advisors (SEC) in Business Development. In 2010, he joined Vontobel Swiss Wealth Advisors (SEC) in Zurich as Markets Head for the U.S. region and became CEO two years later from 2012 until 2018. In 2018, Deepak Soni joined UBP Investment Advisors (SEC) in Zurich, where he took over the CEO position. Disciplinary Information There are no legal or disciplinary events to report. Other Business Activities Adjunct Professor for Golden Gate University. Additional Compensation Golden Gate University San Francisco CA. Supervision Deepak Soni, as MARGNA’s CEO, reports to the MARGNA Board of Directors, consisting of Alexandre Weintraub, Chairman, Sabina Weber Sauser and Deepak Soni himself. Deepak Soni is supervised by Anja Schmid, MARGNA’s Chief Compliance Officer, for any investment advice, he provides through MARGNA. Anja can be reached at +41 44 253 67 67. Each MARGNA employee has a responsibility for knowing and following MARGNA’s policies and pro- cedures. Each person in a supervisory role is also responsible for those individuals under his/her supervision. Supervision is ongoing and includes among other things account reviews, trade super- vision, annual compliance reviews, including the forensic testing of firm systems, staff meetings and employee reviews. Anja Schmid, Chief Compliance Officer (“CCO”), has the overall responsibility for monitoring and testing compliance with MARGNA’s policies and procedures. Possible violations of these policies or procedures will be documented and reported by the CCO for remedial actions and/or sanctions to the appropriate supervisor, to the MARGNA Risk and Oversight Committee and/or to the MARGNA Board of Directors, depending on the repeated nature and/or seriousness of the violation in question. January 26 ADV Part 2B Page 3 of 5  Sabina Weber Sauser Partner, CIO (Chief Investment Officer) and Member of the Board of Directors Educational Sabina Weber Sauser was born in January 1967 in Glarus, Switzerland. She is a graduate of the Uni- versity of Applied Sciences in Zurich (1992). Mrs. Weber Sauser is a Certified EFFAS Financial Analyst (CEFA) (1994) and a member of the Swiss Financial Analyst association. In addition, she is a lecturer and fellow at University of Applied Sciences in Zurich where she teaches banking and finance related topics. Business Experience Mrs. Weber Sauser joined Belvoir Wealth Management in August 2021 as Chief Investment Officer. She has over 30 years of financial services experience and has been working throughout this time in investment management for private and institutional investors. Prior to joining Belvoir Wealth Man- agement, Mrs. Weber Sauser worked as a Managing Director and Senior Investment Manager for UBP Investment Advisors SA from 2018 to 2021. From 2010 to 2016 she was the Chief Investment Officer for Vontobel Swiss Wealth Advisors AG. From 2008 to 2010 she was Head of Asset Manage- ment & Investment Process at AIG Private Bank (Falcon Private Bank). Prior to this experience, Mrs. Weber Sauser was managing the Curriculum at University of Applied Sciences in Zurich for their BSc in Banking & Finance from 2006 to 2007. She previously worked as Head of Portfolio Construction and Senior Fund Manager at Credit Suisse Asset Management from 2003 to 2006. From 2000 to 2003 she served as CEO of Swiss Life Fund Master AG. Prior to this experience she worked as Port- folio Manager for Banque Edouard Constant, Bank Vontobel and Swiss Bank Corporation (UBS AG) where she started her career in 1988. Disciplinary Information None. Other Business Activities Lecturer at University of Applied Sciences in Zurich, Board member of Ragotti & Weber group com- panies in Glarus. Additional Compensation University of Applied Sciences in Zurich, Ragotti & Weber group companies in Glarus. Supervision Sabina is supervised by Anja Schmid, MARGNA’s Chief Compliance Officer, for any investment ad- vice, she provides through MARGNA. Anja Schmid can be reached at +41 44 253 67 67. Each MARGNA employee has a responsibility for knowing and following MARGNA’s policies and pro- cedures. Each person in a supervisory role is also responsible for those individuals under his/her supervision. Supervision is ongoing and includes among other things account reviews, trade super- vision, annual compliance reviews, including the forensic testing of firm systems, staff meetings and employee reviews. Anja Schmid, Chief Compliance Officer (“CCO”), has the overall responsibility for monitoring and testing compliance with MARGNA’s policies and procedures. Possible violations of these policies or procedures will be documented and reported by the CCO for remedial actions and/or sanctions to the appropriate supervisor, to the MARGNA Risk and Oversight Committee and/or to the MARGNA Board of Directors, depending on the repeated nature and/or seriousness of the violation in question. January 26 ADV Part 2B Page 4 of 5  Susanna Giase Director, Senior Relationship Manager Educational Susanna Giase was born in June 1975 in Zurich. She began her career in 1992 with a commercial apprenticeship and additionally she holds a Financial Planner Certificate earned in 2003. Background and Business Experience She was initially in charge of the placements of subscription and redemption orders, providing op- erational support to relationship managers, trouble-shooting into management and reconciliation within the master custodian, broker and fund administrator. She was also in charge of recruiting new employees with knowhow. In order to deepen her banking expertise, Mrs. Giase joined in July 1999 Credit Suisse Private Banking as a junior relationship manager. She had the possibility to gather her experience in servicing ultra-high net worth clients. In 2001, she started at Maerki Baumann & Co. AG a family-owned private bank. She was able to deepen her knowledge in wealth preservation and develop new business areas within private banking. Due to her interest into specific topics, she was able to implement tailor made solutions such as international diversification as well as minimiz- ing systematic risks into the clients’ portfolios. Since then, she has been working successfully to develop new relationships and retain her existing client base within different institutions. In July 2018, Mrs. Giase joined Margna Peak Advisors AG as a Director and Senior Client Advisor. Mrs. Giase speaks German, English, Italian and French. Disciplinary Information There are no legal or disciplinary events to report. Other Business Activities There are no other business activities to report. Additional Compensation Susanna Giase receives fees from the affiliate company Belvoir Capital AG for referring non-US Per- sons to Belvoir Capital AG. She does not manage or advise these clients. Supervision Susanna Giase is supervised by Anja Schmid, MARGNA’s Chief Compliance Officer, for any invest- ment advice, she provides through MARGNA. Anja Schmid can be reached at +41 44 253 67 67. Each MARGNA employee has a responsibility for knowing and following MARGNA’s policies and pro- cedures. Each person in a supervisory role is also responsible for those individuals under his/her supervision. Supervision is ongoing and includes among other things account reviews, trade super- vision, annual compliance reviews, including the forensic testing of firm systems, staff meetings and employee reviews. Anja Schmid, Chief Compliance Officer (“CCO”), has the overall responsibility for monitoring and testing compliance with MARGNA’s policies and procedures. Possible violations of these policies or procedures will be documented and reported by the CCO for remedial actions and/or sanctions to the appropriate supervisor, to the MARGNA Risk and Oversight Committee and/or to the MARGNA Board of Directors, depending on the repeated nature and/or seriousness of the violation in question. January 26 ADV Part 2B Page 5 of 5