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Our philosophy

For almost 100 years, Vontobel Wealth Management has been active and farsighted when managing client assets. We follow a holistic approach that focuses on you and your assets, focusing above all on the continuity of our Advisory.

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Investing

As a private client, you benefit from a comprehensive range of investment products and solutions.

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Pension planning

We support and advise you on all aspects of pension planning, so you can enjoy every phase of your life.

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Financing

With the flexible financing solutions from Vontobel, you can create freedom for financial maneuver.

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Focus

Wealth services

Depending on what stage of your life you are in, needs and financial goals change. Thanks to our holistic financial planning, you'll be well prepared.

  • Individually tailored situation analysis
  • Financial- and pension planning
  • Pension analysis
  • Structuring your assets

 

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Estate planning

We offer individual Advisory for all questions regarding the transfer of assets to the next generation.

  • Individual analysis
  • Estate planning
  • Preparation and excusion of wills
  • Charitable foundations

Pension solutions

We offer product solutions and consulting in the areas of 1e pension plans, vested benefits, and private retirement plans.

  • Executive pension plans including 1e
  • Tailored investment solutions for vested benefits
  • Pillar 3a solutions

  

  

Inspiration

Stay tuned with interesting insights about the global financial markets on our Vontobel Wealth Management Blog.