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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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Vontobel 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.
Go to articleFinancing the Swiss energy transition using the PPP model of Innergia Group and the digital platform cosmofunding
MoreInnergia Group has signed an exclusive partnership with Vontobel and the cosmofunding platform to promote financing of the energy transition among Swiss municipalities.
Go to articleNew women’s finance platform elleXX partners with Vontobel to launch digital elleXX 3a pension solution
MoreThe digital platform elleXX, which focuses on financial topics for women, will offer a digital elleXX 3a pension solution in cooperation with Vontobel from November 9, 2021. The accumulation of wealth in Pillar 3a helps to reduce pension shortfalls. With the elleXX 3a investment solution, female investors will be able to benefit from Vontobel’s investment expertise together with the long-term gender equality philosophy and vision of elleXX.
Go to articleVontobel continues to deliver very good results
MoreVontobel has maintained the very positive results trend seen in the first half of 2021, with pre-tax profit for the first nine months of 2021 far exceeding the figure for the same period of 2020. Like in the first six months of the year, all Client Units contributed to the growth in profit. Good and stable gross margins in the business with wealth and asset management clients had a positive impact.
Go to articleAndreas Weingartner appointed as new Manager of Lucerne branch
MoreAndreas Weingartner has been appointed as the new Manager of Vontobel’s branch in Lucerne, effective January 1, 2022.
Go to articleThe branch is currently headed by Bruno Jenny (born 1961), who has decided to step down from his management position for age-related reasons and will focus fully on serving his clients until his retirement.