Maximum freedom. Complete transparency.
Our discretionary mandates.


As a far-sighted company that has been working closely with clients for almost 100 years, we know how valuable your time and targets are. With a discretionary mandate, you delegate the management of your assets to us, taking into account your wishes and goals. You can choose between index-oriented and broadly diversified strategies, or those that focus on particular asset classes and regions. You also have the option of investing your assets in line with sustainable investment approaches. Regardless of which mandate you choose, you always benefit from disciplined portfolio management and comprehensive transparency due to our proven investment process.

 

 

 

Wide diversification. Long-range orientation.

Vontobel Diversifier

High market opportunity. Attractive investment topics.

Vontobel Conviction

Short-term market opportunities. Broad investment universe.

Vontobel Opportunities

Special focus. Flexible combination.

Vontobel Specials

  

  

  

Our discretionary mandates

  

  

Wide diversification. Long-range orientation.
Vontobel Diversifier

  


You want a solution that focuses on broad diversification and includes active risk management. This means your focus is on “strategic diversification” – the first alpha of our investment philosophy.

The Vontobel Diversifier mandate offers you a robust portfolio that invests in global bond and equity markets and is monitored on an ongoing basis. The implementation is carried out through the selection of indexed and active investment instruments. We make use of both proprietary investment products and attractive products from our external partners. The Diversifier uses among others an effective index strategy in equity markets (“smart Indexing”). This “smart Indexing” tries to track niches by a composition that may follow an index structure, but certain active investment decisions will open up new opportunities for returns. This allows the potentials of index-based and active management to be combined.

Would you like more information on the mandate? Feel free to contact us.

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High market opportunity. Attractive investment topics.
Vontobel Conviction & Conviction Sustainable

  

You want a solution which, in addition to broad diversification and active risk management, centers on investing in high-quality equities with high market potential and attractive investment themes. Your focus is therefore on the sources of returns generated by "strategic diversification" plus "investing with high conviction" – the first two alphas of our investment philosophy.

The Vontobel Conviction mandate offers you a global portfolio that makes investments that we find convincing. In the equities area, we focus on quality shares with high market potential. We also invest in themes such as economic changes and trends. This approach is implemented by means of active investment funds from the world's leading established fund managers. The basis is a robust portfolio in bond and equity markets, which is complemented by real estate and gold and is continuously monitored.

If themes such as sustainability, social responsibility and ethics play an important role for you, you can choose Vontobel Conviction Sustainable. Here, you can combine the quality criteria of the Conviction Mandate with various sustainability criteria. Detailed sustainability related information can be found here.

Would you like more information on the mandates? Feel free to contact us.

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Short-term market opportunities. Broad investment universe.
Vontobel Opportunities

  

In order to benefit from long-term, steady asset development, you are looking for exclusive, flexible access to the financial markets while pursuing all three sources of returns addressed by the Vontobel 3α investment philosophy.In addition to investing in attractive investment themes, you also want to profit from short-term market opportunities. You want a broad investment universe to choose from, as well as individual investments. The solution should also be broadly diversified and the risks actively managed.
  
The Vontobel Opportunities mandate offers you a global portfolio that invests in themes with a high degree of conviction, as well as in short-term market opportunities. We apply a broad investment universe: Apart from funds, individual bonds, individual equities, and structured products are used among other instruments. The basis is a robust portfolio which invests in the global financial markets and is continuously monitored.

Would you like more information on the mandate? Feel free to contact us.

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Special focus. Flexible combination.
Vontobel Specials

  

You would like to focus on a specific investment category and want to have direct access to it. With our actively managed mandates, Vontobel Specials, we focus on selected thematic areas. The individual Special can also be used as modules in combination with other mandates in order to give greater weighting to a particular asset class or region in your overall portfolio.

We offer the following three themes as mandates:

Special Mandate - Swiss Equities (CHF)

Special Mandate - European equities (EUR)

Special Mandate - Global Bonds (EUR)

Would you like more information on the mandates? Feel free to contact us.

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Would you like to combine solutions to achieve different goals?

  

  

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Benefit from Vontobel Compose

In the case of certain asset constellations or personal preferences, a combination of a managed solution with Investment Advisory is a sensible approach. For example, it may be important for you that your family assets are managed by us, but at the same time, you want to support meaningful projects that you are pursuing. You decide which part of your assets should be managed in one way and which part in the other way.

  

Other topics that may interest you

  

  

Advisory services

We provide you with comprehensive support when investing your assets in line with your investment strategy.

Our advisory services

Investment products

By making use of different investment products and solutions, you can achieve your financial objectives.

Our investment products

  

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

Vontobel Volt®

Discover this autopilot for your investment, with an active portfolio based on your personal risk profile.

To Vontobel Volt®

  

  

Even the smallest undertaking starts with a conversation

 
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