Investment Management Program

Our Investment Management Program is ideal for clients who provide discretion to our experienced Portfolio Managers for making the final investment decision.

Which investment strategy and reference currency are best suited to your investment objectives and risk profile? You will find out together with your dedicated VSWA Wealth Management Advisor, who will advise you on the basis of continuous market analysis and extensive expertise in the field. Following your decision, our investment management team will invest your assets in line with your chosen strategy and defined investment parameters. Your portfolio will be monitored on a daily basis by our investment experts in accordance with a disciplined and rigorous risk management process.

Your Wealth Management Advisor will keep you informed about the investment decisions of Vontobel Swiss Wealth Advisors’ Investment Committee and discuss your portfolio’s performance with you on a regular basis.
 

Investment strategy:

  • Fixed Income Plus
  • Conservative
  • Balanced
  • Growth

Reference currency: CHF / EUR / USD

 

Focus mandates:

  • All Cap Swiss Equities Focus Mandate CHF
  • All Cap Eurozone Equities Focus Mandate EUR
  • Swiss/German Small & Mid Cap Equities Focus Mandate CHF

 

Contact us

Are you interested in our services or do you have questions? If so, please contact us. We would like to hear from you.

Phone: +41 44 287 81 11
E-mail
www.vontobeladvisors.com