How we look after you
We look after your assets actively and proactively — for generations. We pursue a holistic approach, monitoring the markets precisely, anticipating trends and opportunities, and developing individual solutions.
For almost 100 years at
Always forward-looking, Vontobel Wealth Management actively looks after the assets of its clients – across generations. We take a holistic approach, monitor the markets closely, anticipate trends and opportunities, and develop individual solutions.
As a private client, you benefit from our comprehensive range of investment products and solutions.
We support and advise you on all aspects of pension planning, so you can enjoy every phase of your life.
Our Vontobel 3α Investment Philosophy® is based on the conviction that by actively managing your assets, we can generate added value for you.
Carry out our wealth and pension check in just a few minutes. After analyzing your overall situation and needs, you will immediately receive an overview of your results.
Just three buzzwords for investment year 2022? Find out more about Vontobel’s baseline scenario and discover long-term investment themes such as “financial repression”, “slowbalization” and more.
Dividends on Swiss equities are normally considered as income for taxation purposes. But there are exceptions to this rule. Our expert tells you what applies to shareholders with Swiss dividend shares in their portfolio.Read more
Switzerland is raising the retirement age for women to 65. This can have an impact on your pension situation, especially if you were born between 1961 and 1969. Certain details are also changing for men.Read more