Our solutions
Your situation, your preferences, as well as your personality determine the choice of the solutions that we propose to you.
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. Do you already have something specific in mind and would like help finding a solution? You will find the information that you are looking for under investments, pensions, and loans. |
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.
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.
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