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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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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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