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Products and solutions

Advisory services

Manage your assets with the support of an experienced partner at your side.

Investment advice tailored to your particular needs. Benefit from our almost 100 years of investment expertise.

You would like to decide for yourself how much you want to invest when and where. But you want to benefit from the knowledge and recommendations of our analysts and investment specialists. We actively support you in investing your assets, on the basis of our jointly defined investment strategy. You will receive individual investment ideas tailored to your portfolio and goals. You also have access to the know-how and experience of our investment experts. The decision on the composition of your portfolio remains in your hands.

Our wide range of research and investment publications keeps you right up-to-date on the markets. You also benefit from automatic portfolio monitoring, enabling you to detect divergences from portfolio positions. Vontobel Wealth provides you with digital access to your portfolio, for full control of your assets at all times. You have access to your assets 24 hours a day with Vontobel Wealth.

Discover our advisory services

Vontobel Impulse

You are looking for an experienced partner with whom you can implement your investment strategy together. To do this, you want to align your portfolio for the medium to long term and also to benefit from investment ideas and recommendations based on expert know-how.

Within Vontobel Impulse, we support you in investing your assets based on the investment strategy we have defined together. A personal Relationship Manager is at your disposal as an investment expert. The focus of the Advisory provided – as well as the investment ideas suggested – is on the orientation of your portfolio and the active recommendation of investment themes.

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Vontobel Initiatives

You are looking for an experienced partner with whom you can actively manage your investment strategy together. You want to align your portfolio in the medium to long term and take advantage of market opportunities. Actively exchanging ideas – as well as information on individual investments – is something you value as well.

Within Vontobel Initiatives, we actively support you in investing your assets based on the investment strategy we have defined together. In addition to a personal Relationship Manager, you have the opportunity to exchange views directly with our experts on capital markets and asset classes – our Investment Consultants. Their advice not only focuses on market opportunities in terms of individual securities but also on the overall orientation of your portfolio.

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Active monitoring and complete transparency

Your portfolio is continuously monitored and you benefit from active notifications in case the portfolio deviates from the specifications you have defined.

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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.

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Exclusive access to the markets

You receive individual investment ideas, tailored to your portfolio and objectives, and you can call upon the know-how and experience of our investment experts. Our wide range of research and investment publications keeps you right up-to-date on the markets.

Would you like to combine solutions to achieve different goals?

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Benefit from Vontobel Compose

In the case of certain asset constellations or personal preferences, a combination of a managed solution with Investment Advisory is a sensible approach. For example, it may be important for you that your family assets are managed by us, but at the same time, you want to support meaningful projects that you are pursuing. You decide which part of your assets should be managed in one way and which part in the other way.

Even the smallest undertaking starts with a conversation

Give us a call

Monday through Friday, 8 a.m. to 6 p.m.
+49 89 411 890 31 75
Contact by

Bank Vontobel Europe AG in Germany

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Contact by Bank Vontobel AG

in Switzerland

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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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