Holistic service offering focused on entrepreneurs and sophisticated clients

Capital Advisory offers a broad range of financial advisory services for entrepreneurs, family offices, and semi-institutional clients. We support our clients with tailored advisory services, including succession planning, M&A, equity services, debt services, as well as real estate brokerage services.

We operate across industries and benefits from specific industry know-how of Vontobel’s in-house equity research. Our longstanding experience with more than 300 completed transactions over the last 10 years allows us to structure customized solutions according to your individual needs and requirements.

We support our clients throughout their entrepreneurial journey from finding external growth financing to structuring their business succession to preserving their wealth after a successful company sale. We create value along every step and always safeguard our clients’ interests.

  



  

Succession planning and M&A

Equity services

Debt services

Real Estate

Tailor-made services related to entrepreneurial succession solutions as well as expert advice on corporate transactions, including the execution of company sales and mergers & acquisitions.

Assisting entrepreneurs in raising equity capital as well as structuring and executing share placements.

Optimizing our clients’ capital structure and providing access to public and private debt financing through Vontobel’s digital cosmofunding platform, mortgages as well as Lombard loans.

Real estate advisory and finance services, covering the sale and purchase of real estate properties as well as equity and debt financing solutions.

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“Our ambition is to support entrepreneurs with our expertise in structuring and executing corporate finance transactions as well as use our broad network and longstanding track record to act as a trusted sparring partner.”

Alain Jenny - Head Capital Advisory

  

  

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Succession planning and M&A

Capital Advisory supports entrepreneurs during the complex and time-consuming succession planning process and provides advisory services for all types of corporate transactions. We offer customized assistance and continuously support you along your personal and corporate journey. Our expertise covers all stages of the succession process:

  • Fundamental assessment of your situation
  • Evaluation and selection of successor types
  • Process preparation and execution

We holistically evaluate your personal situation and support you in the decision-making process around the key areas of ownership, management, and wealth allocation, which altogether define the ideal succession solution.

Additionally, we provide expert advice on mergers & acquisitions, business plan valuations, and defense strategies. Our broad access to investors, including strategic buyers and sellers, private equity funds, and private investors, forms the basis for the successful identification of suitable targets and execution of your projects.

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Equity services

The Capital Advisory team offers advisory services related to all potential forms of equity financing (e.g., capital increase, restructuring, and share repurchase). With our experience and longstanding track record, we facilitate the access to equity markets to fund the entrepreneurs’ strategic objectives. We not only provide capital structure advice for firms, but also support individuals in the management of larger equity stakes including bespoke derivative strategies. Moreover, we are a trusted and experienced partner providing advice for companies contemplating an initial public offering (IPO).

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Yes, I am interested in Capital Advisory services

Have you got a financial advisory topic you would like to discuss? Are you looking for a sophisticated solution where expertise and access to our network would address your needs?

+41 58 283 58 10 Contact form

  

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Debt services

Capital Advisory helps entrepreneurs access debt markets and define the optimal capital structure for their firm. Vontobel’s digital cosmofunding platform provides debt issuers with a highly efficient solution for public and private debt featuring low transaction costs, cost transparency, and a shortened time-to-market.

Additionally, our experts provide traditional fixed and floating rate mortgage loans for residential or mixed-use investment properties in Switzerland as well as Lombard loans which are backed by a client’s portfolio to secure short- to medium-term liquidity requirements.

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Real Estate

Capital Advisory provides real estate financing services and advises on the sale and purchase of larger real estate properties. Our deep market understanding, supported by Vontobel’s in-house equity research covering all relevant publicly listed real estate firms in Switzerland, enables the successful completion of various types of real estate transactions. In addition, we have gained experience across all forms of equity and debt financing solutions and are able to act as sparring partner to you and your firm.

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Discover related topics

  

Financing solutions

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

Our financing solutions

Cosmofunding

Cosmofunding connects entities seeking funding with investors efficiently and directly.

Our financing solutions

  

Pension planning

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

Our pension planning solutions

Charitable foundations

When it comes to establishing and managing charitable foundations, we have an exceptional track record.

Charitable foundations

  

Tailor-made solutions are best discussed in person

No matter your query, we'll get back to you.

  

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    General Counsel
    Gotthardstrasse 43
    CH-8022 Zürich

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