We provide you with holistic advice on planning your goals.

Planning your financial future is at the heart of wealth services. Our specialists advise you on all financial matters and always keep an eye on your overall situation. In doing so, we assist you with qualified recommendations on all topics that your current or future life situation entails—from questions of asset allocation to taxes, inheritance law, pension solutions, or the best-possible preparation for your retirement.

 

  

  

  

Financial planning and consulting

Pension solutions

Estate planning

For business owners

Individualized financial planning and consulting for all phases of your life.

Modern, customized pension solutions for private individuals.

Individual solutions in the event of your death and incapacity to make decisions so that your wishes and will are respected.

Tailor-made solutions for entrepreneurial families in the area of business succession, company pensions, or also in other areas.

Financial planning and consulting Pension solutions Estate planning For business owners
 

  

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Optimize pension planning in good time
Free analysis of your pension situation

Bring your pension and asset situation up to date, take charge of your estate planning, and benefit from the knowledge of our experts. Arrange a free initial advisory consultation* now, or give us a call: +41 58 283 64 46
 

 

Request a consultation

  

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

 

  

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 an analysis of your life situation and your needs, you will immediately receive an overview of your results.

Start the check

  

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Financial planning and consulting

Thanks to early clarification of your pension situation and long-term planning for retirement, you can prepare for your retirement in a targeted way. Our financial planning focuses on your personal needs, life goals, and expectations. Tailored to your needs and goals, we analyze your current financial situation and present various future scenarios. This provides you with a sound basis for making upcoming, important decisions and an overall view of your assets and their performance, which allows you to optimize them. Take control of your future standard of living with early preparation, and optimize your asset situation by forward-looking asset structuring.

Arrange an initial meeting

 

  • We will discuss these issues with you at an initial meeting

    -  How can you optimize your retirement plan?

    -  What benefits can you expect from your pension plan?

    -  What projects and investments would you like to realize in the future?

    -  What should you consider if you take early retirement?

    -  Which asset structure is optimal for you if you have funds in the 2nd and 3rd pillar?

  

  

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Pension solutions

We offer modern pension solutions in the area of executive pension plans, vested benefits, and pillar 3a, which combine the tax advantages of the pension fund pots with professional investment management. Benefit from the opportunity to participate in market performance by innovative investments, and at the same time take advantage of the tax privileges of the 2nd and 3rd pillars. Here, you retain control over your investment strategy at all times, as well as full transparency with regard to costs and performance.

Arrange an initial meeting

  

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Do you have any questions?


Yes, I am interested in wealth planning.

Have you discovered a topic you would like to discuss? Would you like to review your existing financial planning and are looking for recommendations on how to optimize it? Would you like to discuss your wealth planning with our experts?

Contact us

  

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Estate planning

We advise and assist you in setting up tailor-made solutions in the event of your death or incapacity to make decisions. Careful estate planning ensures that your assets are passed on in accordance with your wishes and needs in the event of your death. If you become incapacitated to make decisions, you can then use a personal directive to specify at an early stage who should take care of your affairs. Our specialists will assist you in, among other things, drawing up your will, your marriage and/or inheritance contract, and your personal directive. We also take care of the professional handling of your estate and act as your executor.

Taxes

For private individuals, we offer holistic advisory consultations based on Swiss tax law in the areas of income tax, wealth tax, gift tax, inheritance tax, and real estate gains tax.

Arrange an initial meeting

  

  • We will discuss these issues with you at an initial meeting

    -  What preparations can you make now to address a possible future incapacity to make decisions?

    -  How can you best assure that your loved ones are properly taken care of?

    -  What options do you have for structuring your estate according to your own wishes?

    -  How can you pass on your assets in a way that is as tax-optimized as possible?

    -  What do you have to take into consideration in the case of gifting or arranging a hereditary withdrawal?

    -What will happen to your money in the second and third pillars?

  

  

  

  

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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