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Become our client

Our greatest asset is your trust. Especially in times of uncertainty. Welcome to Vontobel Wealth Management.

For a century, we have been creating investment opportunities to help investors build better futures. We understand that your wealth isn't just about numbers. It's about securing a legacy—for generations to come. That's why we meet your goals with foresight, stability, and premium service. Find out what you can expect as a client of Vontobel.

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 & Head Wealth Management

Portrait of Georg Schubiger, co-CEO and head of wealth management at Vontobel stands for commitment to our clients.

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.

 

An icon of a group of people symbolizes the family-owned approach of Vontobel

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.

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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.

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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.

 

We are looking forward hearing from you

Call us

Monday-Friday, 8:00 a.m. to 6:00 p.m. (CET)
Visit us personally in one of our branches

Find us near you

We are a globally active investment firm.
It all starts with a personal conversation

Write us

We are committed to providing you with personal service.

Your benefits at a glance

Dual consulting concept

You decide how you would like to be looked after: personally by your Relationship Manager, or online through our digital platform Vontobel Wealth. To what degree you would like to connect the one with the other, depends on your preferences.

Services that are a perfect fit

We offer you a wealth of different mandate types – be it as discretionary mandates or as advisory service mandates or additional services that can also be combined. These services include various financing solutions as well as financial planning and consulting.

Personal Relationship Manager

You, your wishes and goals are our number one priority. We attach great importance to continuity and long-term sustainability in our business relationships. That is why it is our special concern that your Relationship Manager remains your personal and competent contact person over a span of many years.

 

Sustainable investment solutions

Our sustainable solutions enable you to align your investment decisions with your personal values. By taking advantage of the options we offer, you are also promoting companies that over the long term have demonstrated exemplary sustainability practices, while at the same time reducing the risks in your portfolio.

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.

Easily transfer assets and custody accounts

With our customized bank-switching service, you can transfer your assets and custody accounts to Vontobel without fuss. We’ll provide you with individual advice on the best way to have a smooth switchover.

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Your new banking relationship—just one signature away

Simply sign the new contract and we’ll take care of the rest. We’ll deal with as much of the admin related to your previous bank as we can.

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Transferring assets and custody accounts

We provide you with hands-on support and ensure that your assets and custody accounts are transferred efficiently and seamlessly, with your best interests in mind.

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Inclusion of existing services

Whether you have existing mortgages, cards, digital access or payment transactions, we’ll make sure that no detail is overlooked during your transfer.

Give us a call

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

Personal consulting

Fill out the contact form to request a callback or an appointment.

Other topics that may interest you

Vontobel Access

Vontobel Access provides you with access to the Vontobel World.

Vontobel Wealth Management – fees and conditions

Find out more about our services and what they are worth.

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