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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.

Some of your shares drop from CHF 18 per share to CHF 5 per share. What do you do?

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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

Thomas Trsan

Deputy Portfolio Manager / Senior Esg Analyst

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Florence Kuang

Client Portfolio Manager

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Daniel Maier

Portfolio Manager

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It all starts with a personal conversation

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

+41 58 283 60 05

Personal consulting

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Stay ahead with our monthly Investors’ Outlook

Investors’ Outlook: Continental breakfast

Our Multi Asset team digests the smorgasbord of data and events we’ve been presented with and looks ahead for what investors might want to consider in the remaining six months of the year amid a focus on politics, rate cuts, and the US economy.

Looking ahead to the second half of the year, the Multi Asset team sees little reason to be overly concerned about US inflation. However, there are signs that consumer strength is waning and that the still robust labor market is weakening.
The Fed seems to be in a bit of a dilemma and is sitting on the fence. It reduced the expected rate cuts for 2024 from 0.75 percent to 0.25 percent – signaling just one cut. However, we suspect a second cut is quite possible,
The European elections, in particular the French ones, have stirred uncertainty, weighing on European markets. The Vontobel Investment Committee considers this a window of opportunity and has upgraded Eurozone equities to overweight from neutral. In turn, it has downgraded Swiss stocks.

Download Investors' Outlook

A picture of a woman who is baking. Symbolic image for Vontobel's Investors' Outlook in July 2024 on the topic of “Continental breakfast”.

With our investment philosophy you benefit directly from our know-how.

Through active management we secure sources of return for you

The Vontobel 3α pyramid: flexibility at three levels

3rd alpha

Targeted selection, for example of individual equities. We add short-term opportunities to the portfolio and take advantage of the fact that the capital markets sometimes react strongly to news.

2nd alpha

Investments with high conviction. This includes economic changes such as macro- and megatrends. For equity investments, our long-term conviction lies in our “Global Quality Achievers” model, which focuses on the substance of a company.

1st alpha

A robust and broadly diversified portfolio is the foundation to be able to realize a value increase in the long-term. We rely on active management here as well.

To Vontobel 3α Investment Philosophy®

What else we can offer you:

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Plan your wealth

Whether you are thinking about early retirement, securing your standard of living or inheritance questions: we support and advise you on all aspects of pension planning - so that you can enjoy every phase of your life.

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ESG Advisory

How you can keep sustainability considerations in mind when investing—without getting lost in the details.

A man shakes his fist at a robot, symbolizing Vontobel's thematic investments, such as technology.

Thematic Investing

Identification with themes such as climate change, sustainable energies and Environmental, Social, Governance (ESG) solutions is now a significant trend. For many of us, modern technology has become an integral part of everyday life. Thematic investing in these fields is increasingly attractive and offers investors an opportunity to invest in future-oriented themes.

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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.

How much do you know compared to other investors?

More than most - also claimed by the majority

Overestimation

Modesty is a virtue - which can limit your potential

Self-underestimation

Some of your shares drop from CHF 18 per share to CHF 5 per share. What do you do?

Your motto is "Buy the dip" - shared with 26% of investors

A matter of valuation

You and 4% of investors are not afraid of losses

Beware of panic selling

You shy away from losses - like 70% of investors

Use loss aversion to your advantage

Have you ever missed the “right moment” when investing?

Just at the right time - like 49 % of private investors!

The "right time" does not exist

51% of us have regretted their investment timing in the past

The "right moment" does not exist

Have you ever made an emotional decision when it comes to your finances?

You stay cool, calm, and collected - like 47% of investors.

Emotions provide basic motivation

Like 53% you are occasionally driven by the heat of the moment

Incorporate safety nets in your decision making

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.

Get to know our experts

It all starts with a personal conversation

Stay ahead with our monthly Investors’ Outlook

Investors’ Outlook: Continental breakfast

With our investment philosophy you benefit directly from our know-how.

3rd alpha

2nd alpha

1st alpha

What else we can offer you:

Contact form