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Vontobel Advice

Our expertise,‎ ‎your decision

You manage your portfolio and decide for yourself what investments you make. We support you with individual investment recommendations and with comprehensive personal advice if requested.

Your benefits

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Personal and proactive: Our advice

As an Advice client, we provide you with access to the markets, our research and to individual investment proposals. Your relationship manager will act as your personal contact and put you in touch, directly or indirectly, with other specialists. This will allow you to take advantage of their experience and knowledge about bonds, equities, derivatives and more.

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You maintain control

You manage the investment decisions for your portfolio. But not alone: like a co-pilot in the cockpit, we prepare the flood of information from the markets for you so that you can think ahead and act in a targeted manner.

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Risk management and monitoring

You can rely on us to monitor your portfolio for risks and provide you with regular reports.

Who this offer is suitable for

  • Vontobel Advice is ideal for investors who are interested in the economy and markets.
  • You want to use this knowledge to take advantage of market opportunities and appreciate the benefits of actively shaping your portfolio yourself.
  • You trade yourself and receive a well-founded expert opinion from us – or we make suggestions that you can implement or keep in reserve as needed.
  • You have a medium to long-term investment horizon.

Vontobel Advice adapts to your needs

Your relationship manager is available to answer all your questions. Your relationship manager will provide investment recommendations and research insights. You decide how often we communicate and what type of advisory service you prefer. Would you also like direct contact with your personal investment advisor or specialists? This is also possible with Vontobel Advice.

Your investments, your strategy

Before you invest, we will determine together how much risk you can and want to take. This will help you later to find the right investment ideas for you based on your long-term objectives.

Are you interested in our offer?

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.
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Forward-looking for 100 years

Vontobel is a listed family business and a Swiss bank that combines vision with tradition. Since 1924, we have been supporting our clients in investing their assets in such a way that they achieve their investment objectives while avoiding risks at the same time.‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎

Are you interested in learning more?

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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