Commitment to our clients

«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. We are passionately committed to your plans and create opportunities to bring you forward.»

Georg Schubiger, Head Wealth Management

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Your benefits at a glance

  

Advantages of Vontobel Wealth Management

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Dual consulting concept

You decide how you would like to be looked after: personally by your Relationship Manager, or online through our digital platform Vontobel Wealth. To what degree you would like to connect the one with the other, depends on your preferences.

Services that are a perfect fit

We offer you a wealth of different mandate types—be it as discretionary mandates or as advisory service mandates or additional services that can also be combined. These services include various financing solutions as well as financial planning and consulting.

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Personal Relationship Manager

You, your wishes and goals are our number one priority. We attach great importance to continuity and long-term sustainability in our business relationships. That is why it is our special concern that your Relationship Manager remains your personal and competent contact person over a span of many years.

 

  

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Sustainable investment solutions

Our sustainable solutions enable you to align your investment decisions with your personal values. By taking advantage of the options we offer, you are also promoting companies that over the long term have demonstrated exemplary sustainability practices, while at the same time reducing the risks in your portfolio.

  

  

Our advisory approach

  

Your situation

Taking into account your values and ideas. Analyzing your assets and liabilities as well as your professional and family situation.

 

Your plans and goals

Weighing and prioritizing your most important future plans and goals.

Your investment strategy

Summarizing the right strategy to achieve your goals. Clarifying your risk capacity and risk tolerance as well as your experience with financial products.

 

Your orientation

Completing the overall picture and determining the next steps.

  

  

Our services at a glance

  

  

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Find the investment solution that is right for you

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

- Vontobel 3α Investment Philosophy®
- Sustainable investing
- Wealth management
- Investment advice

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Comprehensive advice on your financial future

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

- Financial planning and consulting
- Pension planning solutions
- Estate planning

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Make your dreams come true with our financing solutions

Use our flexible financing solutions to give yourself financial leeway, and make your dreams come true.

- Real estate financing
- Lombard financing

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Broad-based, modular investment solutions for North American investors

Are you a North American investor looking for a reliable specialist for internationally diversified investment management? You will benefit from proven investment expertise at three locations worldwide with the modular investment solutions from Vontobel Swiss Wealth Advisors Ltd, a wholly-owned subsidiary of Vontobel. As an SEC-registered partner, we take full advantage of our multi-currency platform for you and generate the best opportunities for successful global diversification.

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Other topics that may interest you

  

  

Vontobel Access

Vontobel Access provides you with access to the Vontobel World.

Go to Vontobel Access

 

Vontobel Wealth Management—fees and conditions

Find out more about our services and what they are worth.

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Investor protection and transparency

As a company built on foresight, personal responsibility and ownership, we understand that asset and client protection, as well as increased transparency, are core guiding principles in a business relationship. Principles that will allow both parties – you, as our client, and Vontobel as your service and solution provider – to better master future complexity.

For further details regarding the topics of investor protection and transparency in the framework of the European Markets in Financial Instruments Directive (MiFID) and our brochure "Information on Investor Protection" we refer you to our respective information page.

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