A businessman is talking on the phone and pushing his bicycle. The wealth management services of Vontobel: More than private banking.

Individuals and families

Wealth management services

As an international investment management firm with Swiss roots, we help you put your financial capital to work and aim to grow it for future generations. Whether you seek advice or a tailored solution to manage your assets: With our wealth management services we actively support you—in Switzerland and internationally. Scroll down to start your journey with us.

Products and solutions

Tailored solutions for your financial situation

Whether it is tailor-made mandate solutions, supportive investment advice or pre-selected investment components—our active investment solutions aim to align with your individual goals and needs. Learn more about our diverse range of services.
Discover our products and services
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Grow your wealth

At Vontobel, all our clients have one thing in common: they come to us for active investment solutions. But investing is not just about numbers. It is about taking ownership and actively turning chances into opportunities.

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Plan your wealth

Whether you are thinking about early retirement, securing your standard of living or inheritance questions: we support and advise you on all aspects of pension planning—so that you can enjoy every phase of your life.

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Contact and Support

Connecting with you is important to us. We respond to any questions or concerns you may have. It is our pleasure to look after you personally.

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Vontobel Advice

You manage your portfolio and decide for yourself what investments you make. We support you with reporting and risk analyses as well as with personal advice.

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Vontobel Delegate

In the investment management mandate, we work together to determine your objectives, preferences and risk profile. You can choose from many individual customization options when selecting your portfolio. Our experts take care of the entire further execution.

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Vontobel Select

You make your individual investment decisions from a pre-selected selection of investment modules and compile your own portfolio together with us. We subsequently take over and implement your strategy as requested.

 

More than «Private Banking»

What began in 1924 with the trading of securities has since developed into a tailored asset management service in which our clients always take center stage. Whether this means supervising discretionary mandates or assisting with individual investment advice. We maintain personal relationships with many of our clients and look after their assets for decades – sometimes across generations.

 

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Your wealth. Your story.

The next chapter of your wealth management starts with a check! Carry out our wealth and pension check in just a few minutes. After analyzing your overall situation and needs, you will immediately receive an overview of your results.

 

 

 

Discover our services

You, your wishes and your goals are our number one priority. We attach great importance to continuity and long-term sustainability in our business relationships.

How we look after you

We look after your assets actively and proactively—for generations. We pursue a holistic approach, monitoring the markets precisely, anticipating trends and opportunities, and developing individual solutions.

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ESG Advisory

Today, investors’ goals and the world’s need for action—the big picture—are clearer than ever. And the answer to the question “Why sustainability?” has not been this unanimous since the early 90s.

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It all starts with a personal conversation

Give us a call

Monday through Friday, 8 a.m. to 6 p.m.
+41 58 283 60 05

Personal consulting

Fill out the contact form to request a callback or an appointment.
Contact us now

Contact form

We are committed to providing you with personal service. We will be pleased to respond to your questions or concerns in person. Please simply use the form below to contact us.

 

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