Investment Advisory – by professionals for professionals

Giving you the edge

Investment professionals supporting financial professionals: our Investment Advisory team is on hand to help you as an external asset manager throughout the investment process. Serving as your professional contact and sounding board, they can help you with all investment strategies and asset classes, as well as giving you access to Vontobel’s entire investment expertise.

Our Investment Advisory team gives you and your clients the decisive edge. We draw up well-founded macroeconomic analysis and assessments for you on a daily basis, and provide ongoing market updates through the day. In addition to developing innovative investment ideas, we give you the benefit of our product expertise to assist you in selecting suitable investment instruments. And we’re also on hand to help you with the bespoke structuring of derivative products.

As an external asset manager, you determine together with your personal relationship manager the exact level of services you want from our Investment Advisory team, which then forms part of the personal service delivered by our Relationship Management and Digital Services teams.

Benefit from our entire investment expertise.


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