Welcome to the first part of our pension planning series, where we use our pension planning hacks and our expert knowledge to tell you how to get the most out of your Pillar 3a - and how you can benefit from it with Volt 3a.Read more
You entrust us with the management of your assets, benefiting from our extensive investment expertise.
We support you holistically when investing your assets, based on the investment strategy we define together.
Various investment products and solutions can help you achieve your financial goals. We will propose individual solutions for your personal situation.
Vontobel investment philosophySecuring sources of return for you through active management
First Alpha – Diversification
The first alpha – the main pillar – is broad diversification, meaning that your assets are spread across several types of investments. This makes a robust asset allocation possible, across different asset classes and currencies.
Second Alpha – Conviction
Investments that we find convincing in the medium to long term are the second possible source of return, and thus the second alpha. Here we focus on quality equities as well as on themes such as economic changes and macro- and megatrends.
Third Alpha – Opportunities
The third alpha is achieved by taking advantage of short-term investment opportunities, by closely observing the market and flexibly taking action. The smallest developments can create investment opportunity.
Other topics for you
Your personal values determine your investment decisions.
The comprehensive way we look after you is based on the mix that you find best – with your Relationship Manager at your side when you want personal assistance, and digital services available around the clock.
With our app-based pension planning solution Volt 3a you receive the investment experience of over 90 years at Vontobel. After all, it's about your retirement. Therefore we've made everything as simple as possible, so you can sit back and watch your 3a funds grow.Read more
Jonathan Hinterwirth is Head Asset Allocation in the WM Investments Boutique at Vontobel, where he has lead the development and structuring of the new investment driven pension planning concept Volt 3a. In this interview he reveals what makes Vontobel's app-based Pillar 3a solution so strong.Read more