External Asset Managers
Open. Straightforward. Your partner for clear solutions.
As an external asset manager (EAM), you need a custodian bank you can rely on—one that operates reliably, communicates transparently, and supports you in your day‑to‑day business.
Vontobel provides custody and execution services with clearly structured processes, stable operations, and a reliable partnership. In addition, we support you with solutions in investment advisory, structured products, and digital services.
This enables you to strengthen your client relationships and focus on your investment strategies. Responsibility for investment decisions remains with you.
Our services — explained directly
Why independent asset managers choose Vontobel — what our clients say
Vontobel offers independent asset managers a comprehensive service offering tailored to their specific requirements.
Our Strengths:
- Reliable partnership
Dedicated relationship managers support you long term and understand your business. Communication is open and straightforward.
- Expertise, professionalism, and continuity
Experienced specialists handle your requests efficiently and in a solution‑oriented manner. Together, we develop solutions tailored to your needs and those of your clients.
- Efficient processes and technology
Modern platforms, APIs, and interfaces such as FIX enable seamless processes and efficient collaboration.
Discover in our videos what our clients value about working with Vontobel.
Jackie Solomon of Definitive Capital Management (Pty) Ltd on partnership and trust:
Dragana Andric of Aquila DA AG on continuity and technology:
Georges Fricker of Sound Capital AG on efficiency and customer proximity:
With Vontobel, you choose a partner who supports your independence, understands your objectives, and helps you further develop your business.
Your daily business in focus — a partnership that supports you
External and independent asset managers face high operational, regulatory, and client‑related requirements. Our services reduce complexity, create transparency, and provide reliable support in your daily business.
Digital solutions for efficient collaboration
In an increasingly dynamic market environment, secure and continuous access to information is essential. That is why we continuously invest in digital solutions that simplify processes and reliably support your work.
EAMNet — your platform for greater efficiency
EAMNet provides external asset managers with a central platform to handle daily tasks efficiently.
Use EAMNet to:
- Execute transactions and trading
- Create and manage reports
- Access deritrade and structured products
- Access research and investment ideas
EAMNet connects external asset managers, clients, and Vontobel on a single digital platform—for efficient processes, transparent information, and seamless collaboration.
deritrade — your platform for structured products
deritrade connects issuers and external asset managers on a digital platform for structured products.
Your benefits:
- Access to multiple issuers and a wide range of underlying assets
- Fast pricing and efficient structuring of customized products
- Automated order processing and online access to product documentation
The platform supports digital workflows and integrates seamlessly into existing processes.
Note: Investments in financial instruments involve risks. Further information on risks and product documentation is available on the respective product pages.
System connectivity and data integration
Data and documents are provided in a structured and secure manner. Standardized interfaces allow integration into existing systems.
A FIX interface is available for order execution, enabling direct order transmission as well as status and execution feedback. These solutions support efficient and seamless collaboration.
FAQ—Frequently Asked Questions
We answer the most frequently asked questions that our experts receive regarding Swiss investment assets.
No, Vontobel does not require a minimum volume. Once we decide to work together, we aim to build a relationship that grows over time and creates value for both sides.
Yes. However, we recommend placing orders via e-banking, as it is typically more efficient and allows us to focus on what matters most in our collaboration.
Yes. We offer a broad range of services and a scalable platform used by over 100 banks, reflecting the strength and reliability of our infrastructure.
Our relationship managers combine the best of two worlds: the speed and expertise from our investment‑banking tradition and the personal client focus of private banking.
Our custody & execution, structured products, AMC, and investment advisory teams work closely together, often in the same office. Thanks to a shared platform and clear responsibilities, collaboration is efficient and seamless. We all speak the same language to provide you with the best possible service.