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Hamburger Sparkasse to become a deritrade partner

Hamburger Sparkasse AG (Haspa) and Vontobel are entering into a partnership regarding the use of deritrade under which Haspa will give investment advisory clients the opportunity to tailor structured products to their individual needs live and in real time during consultations.

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Vontobel to acquire UBS’s Swiss Financial Advisers business serving US clients seeking geographic diversification

NEW 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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New women’s finance platform elleXX partners with Vontobel to launch digital elleXX 3a pension solution

The 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.

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Vontobel continues to deliver very good results

Vontobel 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.

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Andreas Weingartner appointed as new Manager of Lucerne branch

Andreas Weingartner has been appointed as the new Manager of Vontobel’s branch in Lucerne, effective January 1, 2022.
The 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.

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