Individual solutions for individual people

Your overall situation determines the solutions we propose you

Your situation, your preferences, as well as your personality determine the choice of the solutions that we propose to you.

Your ideas - our solutions

Do you already have a specific issue or challenge where we can support you with a proposed solution? On our pages addressing Investing, Pensions und Financing, you may find more details relevant to your concerns.

Our services for individuals and families

Are you looking for a comprehensive solution from a single source? Are you primarily interested in globally diversified portfolios? Or would you like to find out more about specific individual investments? In any case, we can develop a tailored solution for you.

Whether as a private individual or as a family – your personal Relationship Manager is there to accompany you through all the phases of your life, keeping your long-term goals in mind and bringing other experts to the table when they’re needed.

As our client, you benefit from individual investment solutions, personal wealth planning, as well as from financing solutions to help you realize your various projects and plans.

Investment solutions for North American clients

Vontobel Swiss Wealth Advisors AG (VSWA) is specialized in managing internationally diversified portfolios for US and qualified Canadian investors.

Investment solutions for North American clients

 

Solutions for external asset managers

We would be happy to be your partner, on equal terms, and we have a number of innovative solutions and ideas to offer you.

Solutions for external asset managers

 

Digital services

Would you like to have access to your accounts and portfolios, anytime and from anywhere? Our digital services offer you much more than that. You’ll find additional information at – or ask your Relationship Manager.

Vontobel Wealth

 

Additional services and themes

A word about sustainability

Sustainability is important to us, as an aspect of our corporate responsibility but also in how we operate as a company. If this theme is near to your heart as well, we can develop various solutions for you that invest in line with your individual sustainability criteria.
 

Foundation management
Accounting
Real estate
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