How we look after you
We look after your assets actively and proactively — for generations. We pursue a holistic approach, monitoring the markets precisely, anticipating trends and opportunities, and developing individual solutions.
As a private client, you benefit from our comprehensive range of investment products and solutions.
We support and advise you on all aspects of pension planning, so you can enjoy every phase of your life.
Our Vontobel 3α Investment Philosophy® is based on the conviction that by actively managing your assets, we can generate added value for you.
Find out more about Vontobel’s baseline scenario and discover three long-term investment themes such as “financial repression”, “slowbalization” and more.
Previously, you could leave your vested benefits assets (2nd pillar) in your pension for up to five years beyond statutory retirement age. Now this is only possible if you meet certain conditions.