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 As part of its professional asset management, Bank Vontobel pursues an integrated financial advisory
service, enabling it to assess each individual's current financial situation and take a judicious look at the future. This includes analysing our clients' circumstances
thoroughly as well as taking account of their own personal wishes and needs.
The integrated financial advisory service includes the following elements:
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For each financial investment, we take into account the impact of tax law on our clients in the decision-making process.
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When planning asset transfers, structuring assets or using them for charitable purposes, we review our clients' personal circumstances from both a legal and tax perspective.
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We employ a multi-disciplinary approach to gain a full understanding of our clients' needs.
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