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At Vontobel, we actively shape the future. We create and pursue opportunities with determination. We master what we do – and we only do what we master. This is how we get our clients ahead.
Vontobel Wealth Management is committed to actively managing client assets with foresight across generations. We take a holistic approach, accurately monitor the markets, anticipate trends and opportunities, and develop individual solutions. This is how we protect the entrusted assets and create optimal conditions to increase them over the long term while taking controlled risks.
Vontobel Asset Management is an active asset manager with global reach and a multiboutique approach. Each of our boutiques draws on specialized investment talent, a strong performance culture and robust risk management. We deliver leading-edge solutions for both institutional and private clients.
Vontobel aims to be the leading investment partner for financial intermediaries in Switzerland, Germany and Asia, combining technology, investment solutions and Swiss custody and execution services.
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Digital Investing bundles different investment solutions for private investors either directly or via ecosystems. It will also focus on the successful end-client business with structured products and complement it with a broader investment perspective.
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New Chairman elected at 2022 General Meeting of Shareholders of Vontobel Holding AG
MoreAt the 2022 General Meeting of Shareholders of Vontobel Holding AG held in Zurich on April 6, 2022, shareholders approved all the motions proposed by the Board of Directors by a convincing majority.
Go to articleVontobel achieves record result
MoreIn 2021, Vontobel created an even broader basis for future income generation through targeted acquisitions and organic growth. At the same time, it delivered a record result for the year, which was driven by contributions from all businesses and clearly exceeded its mid-term income targets.
Go to articleVontobel to acquire UBS’s Swiss Financial Advisers business serving US clients seeking geographic diversification
MoreNEW YORK/ZURICH December 16, 2021 – Vontobel (SWX: VONN), the global investment firm, today announced it signed an agreement to purchase UBS Swiss Financial Advisers AG (SFA), a subsidiary of UBS AG, based in Zurich. With this acquisition, Vontobel will further strengthen its platform providing clients with a global investment approach and geographic diversification. Vontobel, through Vontobel Swiss Wealth Advisors (VSWA), is one of the leading Swiss-domiciled providers of wealth management investment solutions for US and qualified Canadian investors.
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