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.
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.
Your benefits at a glance
Our advisory approach
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.
Explore our services
We take a holistic approach, accurately monitor the markets, strive to anticipate trends and opportunities, and develop individual solutions. This is how we protect the entrusted assets and create optimal conditions to increase them over the long term while taking controlled risks.
Other topics that may interest you
Investor protection and transparency
As a company built on foresight, personal responsibility and ownership, we understand that asset and client protection, as well as increased transparency, are core guiding principles in a business relationship. Principles that will allow both parties – you, as our client, and Vontobel as your service and solution provider – to better master future complexity. For further details regarding the topics of investor protection and transparency in the framework of the European Markets in Financial Instruments Directive (MiFID) and our brochure “Information on Investor Protection” we refer you to our respective information page.