Comprehensive advice on your financial future.

When it comes to wealth services, we focus on planning your financial future. Our specialists can advise you about all financial matters and always keep the big picture in mind. We also offer you a broad range of solutions. We can help you regardless of whether you are dealing with your succession planning as an entrepreneur, working out inheritance issues, or focusing on your personal pension planning.

 

Optimal financial and pension planning services for all phases of your life.

Financial planning and consulting

Modern pension planning solutions for private individuals and entrepreneurs.

Pension planning solutions

Find the investment solution that suits you.

Our investment solutions

Individual estate planning so that you can pass on your assets the way you want to.

Estate planning

  

Free analysis of your financial situation

 

Get your financial situation up to date—and take advantage of the knowledge of our experts. Arrange a free exploratory conversation* or give us a call:+41 58 283 64 46
 
Request an exploratory conversation

  

*An optimization discussion is suitable for people who have assets, property, and/or pension plans,and who want to assess investment opportunities and alternatives. The free consultation is limited to 60 minutes.

  

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Financial planning and consulting

You can prepare for your retirement in a targeted way by looking at your pension situation at an early stage and planning for your retirement long term. We work together with you to create a planning platform that is the basis for important decisions or unexpected events. So that you can secure your standard of living in the long-term.
Our financial planning focuses on your unique personal needs, goals in life, and expectations. We work together with you to create long-term solutions and thoroughly prepare you for the future.

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Pension planning solutions

We offer modern pension planning solutions for private individuals and entrepreneurs that combine the tax advantages of pension instruments with modern, professional investment management. Use the tax benefits of pillars 2 and 3, and retain control of your investment strategy with complete transparency about costs and performance at all times.

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Investment solutions

We start with understanding your individual situation, plans and goals. To what extent you want to be involved in making investment decisions is an important aspect of choosing the right solution for you.

Find out more

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Estate planning

Careful estate planning is normally necessary so that you can pass on your assets in a way that is right for you. The legally prescribed provisions for succession will not always correspond to your own ideas. With a pension mandate, you can determine at an early stage who will take care of your matters if you are incapable of making decisions in the future. Our specialists will help you prepare a pension mandate, make a will, with questions of inheritance, or with questions about assuming the role of executor.

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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

 

Charitable foundations

When it comes to establishing and managing charitable foundations, we have an exceptional track record. 

Charitable foundations

 

  

Financing solutions

With the flexible financing solutions from Vontobel, you can create freedom for financial maneuver.

Our financing solutions

 

Discretionary mandates

You entrust us with the management of your assets, benefiting from our extensive investment expertise.

Discover our discretionary mandates

  

Let our experts advise you without any obligation.

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    Bank Vontobel AG
    General Counsel
    Gotthardstrasse 43
    CH-8022 Zürich

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