As a private client, you benefit from our comprehensive range of investment products and solutions.

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Wealth services

We support and advise you on all aspects of pension planning, so you can enjoy every phase of your life.

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Capital Advisory

Holistic corporate finance service offering for family businesses and semi-institutional clients.

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Investment philosophy

Our Vontobel 3α Investment Philosophy® is based on the conviction that by actively managing your assets, we can generate added value for you.

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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.

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Sustainable investing

Sustainable investing is not a trend, but a permanent feature of our business. By taking advantage of our product, you will promote exemplary companies over the long term, avoid controversial sectors of industry, and at the same time reduce the risks in your portfolio.

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ESG Advisory from A to Z

Looking at the big picture up close

Today, investors’ goals and the world’s need for action—the big picture—are clearer than ever. However, when you get into the details, complexity increases.

Explore what matters

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Even the smallest undertaking starts with a conversation

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+41 58 283 60 05

Monday through Friday, 8 a.m. to 6 p.m.

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Personal consulting

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