Welcome to Vontobel

We are a Swiss investment firm with global reach.

 

 

 

 

How can we help you today?

We are investors first. This mindset shapes how we think, decide, and act: with conviction, discipline, and independence. As a Swiss investment firm with global reach, we help private and institutional clients navigate investment decisions and build better futures.

Insights

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Advance inheritance in Switzerland: Gifts, obligations to equalization, and estate planning

 | Wealth Planning | Estate Planning

Advance inheritance in Switzerland: Gifts, obligations to equalization, and estate planning

Marjolein Bieri

Marjolein Bieri

When an advance inheritance can make sense, in which situations a gift may be subject to equalization, and the key considerations when gifting real estate or businesses as part of estate planning.

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Real estate in estate planning: Passing on, gifting, and avoiding conflicts over property

 | Wealth Planning | Estate Planning

Real estate in estate planning: Passing on, gifting, and avoiding conflicts over property

Florian Wegmann

Florian Wegmann

What to look out for when passing on or gifting real estate in Switzerland and how to prevent conflicts among your heirs.

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Adding weight

 | Insights | CIO Update

Adding weight

Dan Scott

Dan Scott

A closer look at what’s driving equities and gold.

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Discover Vontobel

We bring together expertise across asset classes, geographies, and strategies and make it accessible through a single relationship. Whether through personal relationships, digital channels, or a combination of both, clients benefit from investment expertise delivered in a way that is clear, focused, and easy to understand.

Discover Vontobel

We bring together expertise across asset classes, geographies, and strategies and make it accessible through a single relationship. Whether through personal relationships, digital channels, or a combination of both, clients benefit from investment expertise delivered in a way that is clear, focused, and easy to understand.





Award-Winning Expertise

 

Best Private Bank 2025

At the 2025 Citywire Private Banking Awards, Vontobel was proudly awarded the titles of Best Private Bank and Best Private Bank for Retirement Planning.
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85%

of clients are very or extremely satisfied*

300+

investment professionals

93%

are proud to work for Vontobel**

Vontobel in a nutshell

An image of two Vontobel employees talking to each other

Latest media releases and news

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Vontobel develops new campus in Baar and invests in new client office in Zurich to support future growth

 | Media release | News

Vontobel develops new campus in Baar and invests in new client office in Zurich to support future growth

Designed specifically for Vontobel, the new campus will bring together more than 1,500 employees currently spread over seven buildings in Zurich.

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Vontobel achieves record half-year profit

 | Ad hoc announcement pursuant to Art. 53 LR | Media release

Vontobel achieves record half-year profit

Vontobel achieved a very strong first half in 2026. Higher revenues, driven by increased client activity, and a lower cost base supported our strong profit growth.

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Vontobel strengthens US presence with new Los Angeles office

 | Media release | News

Vontobel strengthens US presence with new Los Angeles office

Vontobel opened a new office in Los Angeles as part of its strategic US expansion.

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Contact & Support

Keeping in touch with you is important to us. So please don’t hesitate to share any questions you may have.
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*   Source: Vontobel Global 2021, Voice of Client (VoC) Study. Base: 1,549 clients
** Source: Vontobel Global Employee Survey 2021