We are an international investment firm with Swiss roots.
How can we help you today?
Everyone is an investor. Whether it’s time, money or attention that you devote; every day you put your capital to work with a goal in mind. That’s investing. And that’s what we do at Vontobel. We focus on helping people put their financial capital to work.
During the summer investors have been focused on trade tariffs and trade deals and when or whether the Fed could start cutting interest rates again. With more trade deals announced over the summer months in the larger economic blocks, the tariff topic could move somewhat to the background. Investor sentiment improved gradually, coinciding with equity markets moving higher and amid softer US labor market data, a September Fed rate cut has become more likely.
Some investors continue to question whether markets have become too optimistic on equities. We maintain an equity allocation that is in line with the strategic allocation. Our preference across assets is to remain being invested with a tactically balanced stance. We remain underweight in cash.
At Vontobel, we actively shape the future. We create and pursue opportunities with determination. We master what we do – and we only do what we master. This is how we get our clients ahead.
At Vontobel, we actively shape the future. We create and pursue opportunities with determination. We master what we do – and we only do what we master. This is how we get our clients ahead.
| Ad hoc announcement pursuant to Art. 53 LR | Media release
Vontobel delivers solid results in a challenging market environment
Vontobel delivered solid results over the past six months, against a challenging market backdrop, characterized by geopolitical uncertainty, a sharp decline in the US dollar and lower interest rates. The firm is focussed on its strategic priorities and is well positioned to achieve its targets.
Vontobel announces leadership transition at its Quality Growth Boutique
Matthew Benkendorf will step down from his role as CIO and Head of the Quality Growth Boutique, effective July 1, 2025, due to health reasons. Igor Krutov and David Souccar have been named as his successors.
