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 2023
Inflation – Recession – Central banksJust 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.
A weaker economy—bad for the stock markets?
Monthly CIO update December: A recession is becoming increasingly apparent. This also means a weakening of inflation and an end to interest rate hikes. This is not necessarily negative for the markets.
Dividend taxation: regulations and exceptions for Swiss equities
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.
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What, when, how: Here’s what you need to know about the AHV reform
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.
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