Professional client service

At Vontobel we have a reputation for building long-term relationships rooted in an ability to listen carefully and provide our clients with tailor-made offers. Investing alongside our clients makes us partners.

We manage investment solutions for institutional clients such as public and private pension funds. Our specialized investment boutiques offer funds and mandates in asset classes where our goal is to generate above average long-term returns.


Advice from specialized distribution experts

As an active asset manager, we focus on long-term cooperation with our clients. We provide sound advice and an understanding of your investment needs. Our relationship managers work in specialized teams geared towards our boutique structure.

Sound advice for business partners

As part of our Key Account Management, we offer products and services for “Business to Business” (B2B) partners. We help third parties that are considering outsourcing their asset management mandates.

Providing financial services is becoming more and more of a challenge, in large part due to the stricter statutory and regulatory requirements. If a company does not want to take on all of the tasks associated with asset management itself, outsourcing makes sense. The company can then focus on its key competences in distribution and cultivating their client relationships.

Products and services under one roof

Within the scope of our B2B offering, banks, insurance companies and asset managers have the opportunity to obtain products and services under one roof. We respond to the clients’ needs and also allow them to use their own trade names if necessary.

The focus is on the following products and services:

  • Vontobel fund range
  • Management of investment funds that the clients offer under their own trade names
  • Asset management for funds and individual securities
  • Structured products

We offer product and service packages that have an entirely modular structure, which allows our partnership to be extended or adjusted as required.

Professional partner for white-labelling funds

Vontobel has been designing, structuring and managing investment funds on its two fund platforms in Switzerland and Luxembourg since 1990. For 15 years we have made our expertise available to external clients as part of our white-labelling concept. We take care of all legal and operational aspects, relieving our clients of administrative burdens in connection with the fund structure.