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Products and services

Whether it’s tailor-made mandate solutions, supportive investment advice or pre-selected investment components—our active investment solutions aim to align with your individual goals and needs. Learn more about our diverse range of services.

An overview of Vontobel’s products and solutions

Vontobel Advice

You manage your portfolio and decide for yourself what investments you make. We support you with reporting and risk analyses as well as with personal advice.

Vontobel Select

You make your individual investment decisions from a pre-selected selection of investment modules and compile your own portfolio together with us. We subsequently take over and implement your strategy as requested.

Vontobel Delegate

In the investment management mandate, we work together to determine your objectives, preferences and risk profile. You can choose from many individual customization options when selecting your portfolio. Our experts take care of the entire further execution.

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Private Markets – Setting off into a new investment universe

Did you know that a rapidly expanding market for private investments in companies has emerged away from the stock exchange? By mid-2022, the total global value of Private Markets was estimated at around USD 11.7 tn. Experts believe that this is likely to multiply over the next few years.

A preview of Vontobel's Markets Platform for structured products.

Trading Structured Products

Structured products offer investment opportunities for all market expectations and access to new markets.

Our real estate advisory services

Our real estate advisory services are part of our integrated and personal financial and pension planning services. For a planned purchase or sale of your property, including specific financing questions, our experienced specialists will be happy to assist you.

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Life insurance, an effective tool for the estate and business succession planning

Sooner or later, everyone will be faced with the need to plan their estate or business succession, whether it concerns their own or their company's assets. With the imminent retirement of the so-called 'Baby Boomers' generation, we are facing a big and historical succession transition that makes this a very relevant topic.

Megatrends: Investment ideas capturing the Zeitgeist of today – and tomorrow

In contrast to a hype or a crash, Megatrends do not come about because the markets happen to be in a particular “mood”. That is why the Megatrends of 2020 will be the same as the Megatrends of 2021, and 2030, and so on into the future – because Megatrends are currents that have to meet three conditions. Find out more about Megatrend Investing and the Megatrends Model that Vontobel uses.