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.
Investment Outlook 2023Inflation – Recession – Central banks
Just 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.
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.
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.Read more