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.
Investing
As a private client, you benefit from our comprehensive range of investment products and solutions.
Wealth services
We support and advise you on all aspects of pension planning, so you can enjoy every phase of your life.
Investment philosophy
Our Vontobel 3α Investment Philosophy® is based on the conviction that by actively managing your assets, we can generate added value for you.
Your wealth. Your story.
The next chapter of your wealth management starts with a check!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.
Investment Outlook
Three growth paths in a multi-challenging worldFind out more about Vontobel’s baseline scenario and discover three long-term investment themes such as “financial repression”, “slowbalization” and more.
Important change to the withdrawal of your vested benefits
Previously, you could leave your vested benefits assets (2nd pillar) in your pension for up to five years beyond statutory retirement age. Now this is only possible if you meet certain conditions.
5 Tipps für den Einkauf in die Pensionskasse
Viele Erwerbstätige haben Beitragslücken und können freiwillig mehr in ihre Pensionskasse einzahlen. Lohnt sich das? Wir zeigen, was es zu beachten gilt.
Read more
The fight against inflation comes at a price
Monthly CIO Update, September 2023: Global economic activity likely to worsen from here on out
 |
Give us a call:
|
 |
Personal consultingOpen contact form to request a callback or an appointment. |
 |
Request email replyWe will gladly answer your question in writing via email. |