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.
Your vacation home abroad: tax law and estate planning
Florian Wegmann
For many people, a vacation home is much more than just a place to escape to. It is a refuge full of memories that often holds great significance across generations. This makes it even more important to familiarize yourself with the applicable tax and inheritance regulations and take them into account when planning your finances and estate.
As expected, the Swiss National Bank (SNB) cut the SNB policy rate again today. This decision will not only impact interest rates on savings and retirement accounts, but also make securities even more attractive.
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.
