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Managed Solutions

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

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Advisory Services

We support you holistically when investing your assets, based on the investment strategy we define together.

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Sustainable Investing

Sustainable investing is not a trend, but a permanent feature of our business.

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Vontobel investment philosophy
Securing sources of return for you through active management

  

First Alpha – Diversification

  

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The first alpha – the main pillar – is broad diversification, meaning that your assets are spread across several types of investments. This makes a robust asset allocation possible, across different asset classes and currencies.

To Vontobel 3α Investment Philosophy®

 

Second Alpha – Conviction

 

  

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Investments that we find convincing in the medium to long term are the second possible source of return, and thus the second alpha. Here we focus on quality equities as well as on themes such as economic changes and macro- and megatrends.

To Vontobel 3α Investment Philosophy®

Third Alpha – Opportunities

  

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The third alpha is achieved by taking advantage of short-term investment opportunities, by closely observing the market and flexibly taking action. The smallest developments can create investment opportunity.

Vontobel 3α Investment Philosophy®

  

Other topics for you

  

Megatrends

We monitor the trends for you that will shape the future.

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How we look after you  

We look after your assets actively and proactively – for generations.

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Sustainable investing

Your personal values determine your investment decisions.

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Discretionary mandates

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

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Even the smallest undertaking starts with a conversation

 
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+49 89 411 890 0

Monday through Friday, 8 a.m. to 6 p.m.

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