External Asset Managers: Institutional partnership

Pooling our expertise

We make our experience and innovative strength available to you, thus creating an institutional partnership between professionals. There are no conflicts of interest. Our clearly focused services make us an ideal partner for external asset managers, placing us in the top five in the Swiss market.

Our support and offering centre on addressing your needs as an external asset manager. We adopt an independent, flexible and versatile approach, bringing together all of our expertise for you so that you can concentrate on your clients. This gives you the access you need to our specialists. Coupled with our short decision-making processes, this adds value for you and your clients.

Personally committed to delivering maximum speed and best execution

Our relationship management teams have a wealth of experience. You have your own personal contact in charge of your relationship with Vontobel, serving as a single point of entry for accessing our specialists and expertise.

We serve as your contact and sounding board for all questions relating to investments, and they are on hand to support you throughout the investment process.

Our digital front-end systems allow you to use our fully integrated product and services platform Vontobel EAMNet. Meanwhile, Vontobel Wealth lets your clients access their portfolios at any time, no matter where they are in the world.

EAMnet from Vontobel - platform where investment ideas, transactions and research can be found

EAMnet – for you and your clients

Our platform for external asset managers offers you a fully integrated and centralized products and services platform covering everything from accessing Vontobel research and investment ideas, transactions and trading to generating reports. It also opens up the world of structured products via deritrade.

Success factors for external asset managers in Switzerland

What drives growth, client loyalty, and strategic alignment in a highly competitive market? Our latest study offers insights into the business models and success criteria of external asset managers.

This includes our discretionary asset management services, which we make available to you and your clients, as well as support with regulatory matters and digital payment options for your clients.

«We are continually developing the range of personal and digital services we can offer you.»

Even the smallest undertaking starts with a conversation

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Monday through Friday, 8 a.m. to 6 p.m.

+41 58 283 51 10

Personal consulting

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