Vontobel 3-month 2026 trading update

• Positive net new money of CHF 1.7 billion
• Private Clients segment continued to deliver inflows of CHF 1.3 billion
• Institutional Clients segment saw inflows of CHF 0.3 billion
• Assets under management stable at CHF 240.1 billion

Vontobel delivered positive inflows and stable assets during the first three months of the year, despite persistent macroeconomic uncertainty and market volatility.

Assets under management and net new money development

In the first quarter of 2026, assets under management remained stable at CHF 240.1 billion (CHF -0.6 billion) compared to year end 2025. Net inflows (CHF 1.7 billion) and foreign exchange effects (CHF 0.6 billion) were offset by market performance (CHF -2.9 billion).

Total net new money stood at CHF 1.7 billion. Private Clients attracted CHF 1.3 billion of net new money, driven by continued inflows in all focus markets. Institutional Clients net inflows totalled CHF 0.3 billion, mainly from fixed income. This includes outflows of CHF 1.0 billion from Raiffeisen Funds. As announced in 2024, the Futura Funds are to be fully insourced by Raiffeisen by 2027.  

 

CHF Billion	Q1 2026	FY 2025
Assets under management	240.1	240.7
of which Institutional Clients	107.7	108.7
of which Private Clients	124.5	124.6
Net new money	1.7	4.2
of which Institutional Clients	0.3	–2.7
of which Private Clients	1.3	5.8

1Q 2026 figures unaudited. Totals incl. Centers of Excellence / Reconciliation (NNM: CHF 0.1 billion, AUM: CHF 7.9 billion)

Vontobel
A global investment house with Swiss roots, we offer investment and advisory solutions to private and institutional clients. Our head office is in Zurich and we are represented in 28 locations worldwide. The shares of Vontobel Holding AG are listed on the SIX Swiss Exchange and are majority-owned by the founding family. The family's close ties to the company guarantee entrepreneurial independence, and the resulting freedom is also an obligation to fulfill our responsibility to society. As of December 31, 2025, Vontobel held CHF 241 billion of assets under management. With our investment-led approach that focuses exclusively on the buy-side of financial markets, we think and act purely from the client’s perspective – as an investor for investors.

This includes keeping our finger on the pulse to provide our investors with the best solutions - something we have been committed to for over 100 years. We harness the power of technology to multiply our investment expertise across platforms and ecosystems and deliver high-quality, personalized client experiences. Because for us, successful investing starts with taking personal responsibility. This means that we want to empower our employees so that they can realize their potential, act independently and open up new perspectives. We constantly question what we have achieved, because we strive to exceed our customers' expectations.

 

Legal information
This press release is provided purely for informational purposes and is expressly not directed at persons whose nationality or place of residence prohibits access to such information on account of existing legislation. The information and views contained in it do not constitute a request, offer, or recommendation to use a service, to buy or sell investment instruments, or to conduct other transactions. Forward-looking statements, by their nature, involve general and specific risks and uncertainties. It should be noted that there is a risk that forecasts, predictions, projections, and results described or implied in forward-looking statements may not prove to be correct.