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.
Investing
As a private client, you benefit from our comprehensive range of investment products and solutions.
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.
ESG Advisory from A to Z
Looking at the big picture up closeToday, investors’ goals and the world’s need for action—the big picture—are clearer than ever. However, when you get into the details, complexity increases.
© Getty—for illustrative purposes only
Lump-sum taxation in Switzerland – an option for you?
What requirements do you have to meet in order for the doors to “expenditure-based taxation” to open for you? Find out what factors are relevant beyond just your asset base, and which ones will influence your tax bill.
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Merits of dividends in uncertain times
In uncertain times, when capital gains are low or even turning into losses, a company’s dividend payout can be a valuable source of income. Learn in this article how to judge the merits of dividends by understanding how companies decide to distribute dividends.
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Moving abroad with your pension fund in your luggage
Are you planning to leave Switzerland for a few years—or even permanently? If so, you may be able to have your entire pension fund paid out. If you want to optimize your tax obligations in this situation, you should be planning ahead.
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