Managed solutions
At Vontobel, we manage your assets not only actively but proactively. To do this for you successfully, we call upon the proven expertise of our in-house research teams, craft specific investment ideas, and propose solutions especially developed for you
Our work centers on you
Our mandates
Investors aiming to achieve performance on par with the market itself often rely on passive index strategies such as those offered by ETFs. Our aim is to outperform the market – and to do so with a comparable degree of risk. That’s why our philosophy at Vontobel is to operate as an active investor.
Would you like to invest in individual, sustainably successful companies? Our Specials mandates give you this opportunity, supported by our equity research and a quality approach we adhere to strictly.
We offer Specials mandates in these areas
- Swiss equities
- European equities
- US equities
- Global equities
- Global dividend achievers
- Global bonds
Any questions?
A discretionary multi-asset mandate
Active portfolio managementComprising a selection of blue-chip equities and price-efficient funds, your portfolio is professionally designed, managed, and monitored |
Dynamic asset allocationYour asset allocation is consistently revised, in line with the guidelines of our Investment Committee. Then, potential individual investments are assessed based on the expertise of our in-house economists and strategists |
Investment decision and tradingOnce the investment decision is made, the corresponding trades are placed immediately for your portfolio |
DiversificationMulti-asset portfolios are optimally composed, very broadly diversified portfolios that are managed according to a structured investment process |