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Resilient Swissness - For an investment built on enduring values

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The global economic uncertainties of recent years have impressively demonstrated the resilience of Swiss companies. Find out how you can utilize the qualities of Swiss investments to strengthen your portfolio in the long term.

Three benefits of Swiss investments

How do you invest in selected Swiss investments?

With Vontobel Delegate, our traditional investment management mandate, our experienced experts invest in carefully selected companies on your behalf—offering exclusive Swiss-focused investment solutions if desired.

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Human competence and
personal advice

Vontobel employs a team of over 300 people with investment expertise. A personal Relationship Manager and, in some cases, a Portfolio Manager will also be available to you as contact persons.

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Professional investment instruments
for private individuals

Vontobel Delegate provides you with access, for example, to alternative investments (investments outside the traditional categories such as equities or bonds) or to institutional share classes.

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Versatile, individual
and diversified

We will help you put together a portfolio that meets your objectives. We not only aim for attractive returns, but also for the lowest possible risk.

Who is Vontobel Delegate suitable for?

– Vontobel Delegate is ideal for all investors. You do not need any prior knowledge of the stock markets and do not need to follow the prices on a daily basis. – Vontobel Delegate is also ideal if you do not have much time to look after your portfolio. We monitor your investments and adapt them continuously. – You have a medium to long-term investment horizon.
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The impact of U.S. tariffs on Swiss investments

Although U.S. tariffs may hinder growth and exports in the short term, most economic analyses indicate that they will not significantly jeopardize the stability or long-term growth of the Swiss economy. Key reasons for this optimism include Switzerland’s diversified export structure and its strong, globally competitive core industries, some of which are less affected due to exemptions. Making well-informed investment selections can help account for and mitigate risk factors within the portfolio context.

Did you know?

Surprisingly, many Swiss companies have succeeded in dominating on the global market despite the strong Swiss franc— or is it precisely because of it? The strong currency forces companies to set themselves apart early on with an edge in quality and innovation. If they master this step, they often acquire pricing clout that enables stable margins and long-term planning, even in times of crisis.

Investing with a homefield advantage: investment solutions from Vontobel

As a globally active investment house with Swiss roots, we know the Swiss corporate landscape like few others. A claim we continually back up with numerous investment solutions and teams of experts specializing in Swiss assets.

  • Primary “bottom-up” research: we talk to the companies directly and maintain close relationships with their management.
  • We publish our own analyses, maintain our own valuation models and factor ESG criteria into our ratings as a fundamental component.
  • In Swiss equities, we cover an average of ten equities per analyst, in contrast with the usual 50–100 equities per analyst.
  • Our recommendations and price targets are used by retail banks, including three of the top ten banks in Switzerland.
  • Our experts are regularly cited in the national and international press and consulted for their appraisal.
Vontobel's location in Zurich on Bleicherweg speaks for the Swiss home advantage.

FAQ: frequently asked questions about Swiss investments

We answer the questions most frequently asked of our experts in connection with Swiss assets.

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