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Investing with expert guidance

Even experienced investors make mistakes. Find out what investment mistakes you may be making and how to avoid them.

Many different factors can influence your decision making. This is why an exchange with experts is so valuable. As sparring partners, they can help you look beyond the edge of your own portfolio.

Our experts...

  • help you to align your investments exactly with your financial goals.
  • ensure that your return potential is not diminished by unnecessary mistakes.
  • recognize investment opportunities early and can limit possible losses.
  • guide you through crises and uncertain markets with years of experience.

Get to know our experts

Portrait of Thomas Trsan, Deputy Portfolio Manager / Senior Esg Analyst

Thomas Trsan

Deputy Portfolio Manager / Senior Esg Analyst

Portrait of Florence Kuang at Vontobel

Florence Kuang

Client Portfolio Manager

Portrait of Daniel Maier at Vontobel

Daniel Maier, CFA®

Head of Thematic Investing, Senior Portfolio Manager

It all starts with a personal conversation

Give us a call

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

Personal consulting

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