How we look after you

Commitment to our clients

“We look after your assets actively and proactively – for generations. We pursue a holistic approach, monitoring the markets precisely, anticipating trends and opportunities, and developing individual solutions. We are passionately committed to your plans and create opportunities to bring you forward.”

Georg Schubiger, Co-CEO

Small enough to care. Big enough to matter.

Trust and customer satisfaction are our capital. This is the foundation on which our stability has been built for almost 100 years. And it is also our basis for offering end-to-end advisory services to our customers.

But what exactly does this mean? We not only highlight the opportunities and risks for you in the here and now. We also prepare your assets for the next phase of your life. It will certainly come. Just like the next turbulence on the market. Or the next reform of tax law, AHV, and so on.

As a family-run investment house with Swiss roots, we are committed to supporting our clients and providing them with security, even in difficult times. At Vontobel, more than 300 investment experts are at your side to shape your financial future.

Family-owned - since 1924

The majority of votes and capital are held by the Vontobel families. They enable us to stay on course and remain true to our strategy even in turbulent times. At the same time, as a listed company, we comply with strict regulatory requirements and operate with maximum transparency.

Investing is our identity

Vontobel has always focused on investing. What began in 1924 with brokerage in Zurich has evolved into a global investment house with Swiss roots. We believe in the added value that active investing creates. We master what we do. And we only do what we master.

Solutions for your future

300 investment experts help you align your portfolio with your security needs. Contact us for a free introductory consultation. We are happy to personally show you the options available to you when you switch to Vontobel.

Our advisory approach

1. Your situation

Taking into account your values and ideas. Analyzing your assets and liabilities as well as your professional and family situation.

2. Your plans and goals

Weighing and prioritizing your most important future plans and goals.

3. Your investment strategy

Summarizing the right strategy to achieve your goals. Clarifying your risk capacity and risk tolerance as well as your experience with financial products.

4. Your orientation

Completing the overall picture and determining the next steps.

Our services at a glance

Contact form

We are committed to providing you with personal service. We will be pleased to respond to your questions or concerns in person. Please simply use the form below to contact us.

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Please be aware that when using electronic means of communication, confidentiality cannot be guaranteed comprehensively. We therefore ask you not to transmit any confidential data. We would also like to point out that Vontobel does not accept orders for business transactions, for example orders or revocations of orders, via non-official channels. For business instructions, please contact your branch or your relationship manager.

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