Whatever your project is with a Vontobel financing solution – you can make it happen.

With financing solutions from Vontobel, you can create more room for financial maneuver. Make your dreams of homeownership come true, or of buying a luxurious second home or owning your own yacht. It goes without saying that you can also simply allow yourself greater flexibility to achieve your investment objectives or acquire properties as a long-term investment. Whatever your project is, with a Vontobel financing solution – whether it’s in the form of a real estate or Lombard loan – you can make it happen.

 

  

  

Our financing solutions


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Real estate financing

Let us help you realize your dream of homeownership or acquiring property as an investment.
We know the Swiss market very well and are happy to support you as a competent partner in the realization of your real estate investments.

With Vontobel real estate financing, you can:

  • realize your dream of homeownership
  • invest in real estate as an attractive investment
  • optimize your existing financing structures
  • create for yourself long-term security and flexibility
  • take advantage of tax benefits

  • How does real estate financing work at Vontobel?

    Based on your requirements, our financing experts will design sustainable, flexible real estate financing solutions for you. Our approach includes a holistic analysis of your individual needs, a personal credit consultation, examining and optimizing your existing financing structures, and undertaking the relevant property valuations.

    You also benefit from

    • advice on tax and legal issues (tax domicile Switzerland only)
    • flexible, combinable financing solutions such as the Vontobel fixed-rate, SARON- and forward mortgage

  

  

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Lombard loans

In certain circumstances, the use of Lombard loans is a sensible way to give you more flexibility – even if you do not normally rely on loans as a financing instrument.

Our Lombard solutions offer the following advantages. They can:

  • optimize your return
  • increase your flexibility to take advantage of investment opportunities
  • ensure liquidity

You can individually adjust amounts, terms and currencies according to your needs. Your pledged securities serve as collateral.

  

  • Between which financing instruments can I choose?

    To implement your investment objectives, choose between combinable financing instruments:

    • Fixed advances
    • Current account overdrafts
    • Guarantees
    • Margin requirements for derivative transactions


    Based on your requirements, our financing experts will design sustainable, flexible Lombard solutions. These can also be part of a comprehensive financial plan.

    Note: The products and services offered on this website are not accessible to persons domiciled in certain countries. Please observe the applicable sales restrictions for the relevant services.

  

  

  

  

Other topics that may interest you

  

  

Advisory services

We provide you with comprehensive support when investing your assets in line with your investment strategy.

Our advisory service

Charitable foundations

When it comes to establishing and managing charitable foundations, we have an exceptional track record. 

Charitable foundations

  

Pension planning

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

Our pension planning solutions

Discretionary mandates

You entrust us with the management of your assets, benefiting from our extensive investment expertise.

Discover our discretionary mandates

  

  

 

Everything starts with a personal conversation.

— Give us a call: +41 58 283 71 11
Arrange a call

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