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.
12.06.2025 CEST | Vorsorge | Wealth & Pension | Videos
Moving house and saving on taxes: cantonal guidelines and exceptions
Claude Frosio
A move to another municipality or canton often affects taxes. Learn about the principles and important exceptions you should be aware of before changing your place of residence.
10.06.2025 CEST | Insights | Pension fund | Wealth & Pension Planning
Pillar 3a: actively managed for attractive retirement planning
Michael Eugster
Using the third pillar to save for retirement is considered a tried-and-tested practice in Switzerland. In addition to tax optimization and the new option of additional contributions, there’s another advantage: you can invest your 3a funds according to your preferences.
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.
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.
24.04.2025 CEST | Ad hoc announcement pursuant to Art. 53 LR | Media release
Vontobel 3-month 2025 trading update
Against a backdrop of political uncertainty and elevated volatility, Vontobel recorded an increase in assets under management and overall positive net inflows during the first three months of the year.
In total, 89.43 percent of shares with voting rights were represented at today’s ordinary Annual General Meeting of Shareholders (AGM) of Vontobel Holding AG (2024 AGM: 87.28 percent). Vontobel’s shareholders approved all proposals submitted by the firm.
