Our Vontobel 3α Investment Philosophy® is based on the conviction that by actively managing your assets, we can generate added value for you. The focus here is on three sources of return – also called alpha.

 
In the Vontobel 3ɑ Investment Philosophy®, the main pillar – the first alpha – is broad diversification, meaning that your assets are spread across several types of investments. This makes a robust asset allocation across different asset classes and currencies possible, and also reduces the typical risks associated with traditional asset classes.

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

The third alpha is achieved by taking advantage of short-term investment opportunities. By closely observing the market and flexibly taking action, we are able to react quickly to the smallest developments and create investment opportunity.

Vontobel 3 alpha investment philosophy

Depending on the extent to which you want to take advantage of these specific sources of return, you have a choice of different investment options available.

 

  

  

Other topics that might interest you

  

Advisory services

We provide you with comprehensive support when investing your assets in line with your investment strategy.

Our advisory services

  

Sustainable Investing

Your personal values determine your investment decisions.

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How we look after you

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

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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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