In uncertain times, when capital gains are low or even turning into losses, a company’s dividend payout can be a valuable source of income. Learn in this article how to judge the merits of dividends by understanding how companies decide to distribute dividends.Read more
You set the goal, and together we choose the way to get there.
We provide active client asset management with the future in mind because circumstances can change.
We pursue a holistic approach, monitoring the markets precisely, anticipating trends and opportunities, and developing individual solutions. This way you secure and multiply your assets far into the future and for future generations.
Holistic wealth services, actively formulated with the future in mind.
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Broad-based, modular investment solutions for North American investors.
Would you prefer to devote your time to other things in life? Benefit from our almost 100 years of professional experience, and delegate your investment decisions to our experts. Our holistic advisory consultation provides you with the greatest possible freedom and complete transparency.
Do you advocate rapid response times and look for access to valuable sources of information when making investments? We see ourselves as your partner and source of inspiration – either in person or using our digital solutions. We help you reach a sound investment decision and benefit from a time advantage that can be crucial on the markets.
Do you want an individual solution across national borders and gives you diversification without surrendering control? Our many years of global experience form the basis for navigating and implementing a solution that is appropriate for you. Your personal relationship manager will advise you and help you choose your individual solution, based on your goals and desires.
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 AG (VSWA), 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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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.
«Impact on Investors»
What requirements do you have to meet in order for the doors to “expenditure-based taxation” to open for you? Find out what factors are relevant beyond just your asset base, and which ones will influence your tax bill.Read more