Become our client
Our greatest asset is your trust. Especially in times of uncertainty. Welcome to Vontobel.
For a century, we have been creating investment opportunities to help investors build better futures. We understand that your wealth isn't just about numbers. It's about securing a legacy—for generations to come. That's why we meet your goals with foresight, stability, and premium service. Find out what you can expect as a client of Vontobel.
Small enough to care. Big enough to matter.
Trust and customer satisfaction are our capital. This is the foundation on which our stability has been built for almost 100 years. And it is also our basis for offering end-to-end advisory services to our customers.
But what exactly does this mean? We not only highlight the opportunities and risks for you in the here and now. We also help you to prepare your assets for the next phase of your life, which will certainly come. Just like the next turbulence on the market. Or the next reform of tax law, and so on.
As a family-run investment house with Swiss roots, we are committed to supporting our clients and providing them with security, even in difficult times. At Vontobel, more than 300 investment experts are at your side to help you shape your financial future according to your goals.
Family-owned - since 1924
The majority of votes and capital are held by the Vontobel families. They enable us to stay on course and remain true to our strategy even in turbulent times. As a listed company, we meet the regulatory requirements and operate with the greatest possible transparency.
Investing is our identity
Investing has always been at the heart of Vontobel. What began in 1924 with brokerage in Zurich has evolved into a global investment house with Swiss roots. We believe in the added value that active investing creates. We master what we do. And we only do what we master.
Solutions for your future
300 investment experts to help you align your portfolio with your needs. Contact us for a free introductory consultation. We would be happy to show you in person what we can do for you.
Your benefits at a glance
Services that are a perfect fit
We offer you a wealth of different mandate types – be it as discretionary mandates or as advisory service mandates or additional services that can also be combined. These services include various financing solutions as well as financial planning and consulting.
Personal Relationship Manager
You, your wishes and goals are our number one priority. We attach great importance to continuity and long-term sustainability in our business relationships. That is why it is our special concern that your Relationship Manager remains your personal and competent contact person over a span of many years.
Sustainable investment solutions
Our sustainable solutions enable you to align your investment decisions with your personal values. By taking advantage of the options we offer, you are also promoting companies that over the long term have demonstrated exemplary sustainability practices, while at the same time reducing the risks in your portfolio.
Our advisory approach
1. Your situation
We consider your values and ideas as a basis. We also analyze your assets and liabilities as well as your professional and family situation.
2. Your plans and goals
We weigh and prioritize your most important future plans and goals.
3. Your investment strategy
We create the right strategy to achieve your goals. We define your risk capacity and risk tolerance as well as your experience with financial products.
4. Your orientation
We complete the overall picture and determine the next steps.
Explore our services
Always forward-looking, Vontobel actively looks after your assets – across generations. We take a holistic approach, monitor the markets closely, anticipate trends and opportunities, and develop individual solutions.
