Advisory Services

You are familiar with the important financial markets? You have your own investment ideas and want to discuss them with us? You decide when and how intensively you want to exchange views with our experts and your Relationship Manager. But the investment decision always remains with you.



Vontobel investment philosophy

Securing sources of return for you through active management

Our Vontobel 3α-Investment Philosophy® is based on the conviction that by actively managing your assets, we can generate added value for you. The focus here is on three sources of return – also called “alphas”.




First alpha

The first alpha - the main pillar - is broad diversification, meaning that your assets are spread across several types of investments. This makes a robust asset allocation possible, across different asset classes and currencies.


Second alpha

Investments that we find convincing in the medium to long term are the second possible source of return, and thus the second alpha. Here we focus on quality equities as well as on themes such as economic changes and macro- and megatrends.


Third alpha

The third alpha is achieved by taking advantage of short-term investment opportunities, by closely observing the market and flexibly taking action. The smallest developments can create investment opportunity.




Discover our investment solutions


Wealth management

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

Discover our investment solutions

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Investment advisory

We support you holistically when investing your assets, based on the investment strategy we define together.

Your investment advisory


Investment products

Various investment products and solutions can help you achieve your financial goals. We will propose individual solutions for your personal situation.

Our investment products


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Vontobel Compose - a combination

Would you like to combine solutions? With Vontobel Compose, you can arrange an individual approach to managing your assets with us, based on your needs and goals.

Learn more



Other topics for you



We monitor the trends for you that will shape the future.


Vontobel Volt®

Discover this autopilot for your investment, with an active portfolio based on your personal risk profile.

To Vontobel Volt® 

Sustainable investing

Your personal values determine your investment decisions.

Learn more


Vontobel Wealth

The comprehensive way we look after you is based on the mix that you find best – with your Relationship Manager at your side when you want personal assistance, and digital services available around the clock.

To Vontobel Wealth


Please contact me for an obligation-free meeting.


  • Legal notice

    The data transmitted to Vontobel using this form are sent encrypted via the Internet. However, the possibility of unauthorized third parties accessing the transmitted data, particularly using malware on the computer, cannot fully be excluded. If you are using this form to send confidential data (e.g. your account number), you accept the risk of disclosure of your banking relationship and bank account information to third parties and you release Vontobel from any and all liability for damages incurred as a result of the use of this form, to the extent that such release is permitted by the law.

    By providing your phone number and/or email address, you declare your express consent to Vontobel contacting you by phone and/or unsecured email. The personal data provided by you are used and stored to handle and process your inquiry and in order for us to perform our contractual duties in connection with the services chosen by you. The personal data may be processed on behalf of Vontobel by a subcontractor engaged by Vontobel, including outside your own or Vontobel’s location. Your personal data are processed and stored for the duration of our business relationship. In addition, we are subject to a number of duties to retain and document. Finally, the duration of storage is also determined by the statutory limitation periods.

    Please note that the use of email and electronic means of communication involves significant risks, such as lack of confidentiality, possible manipulation of contents or sender, dispatch to the wrong recipient, viruses, etc. Vontobel does not accept any responsibility for damages in connection with the use of emails and electronic means of communication. Vontobel therefore also recommends that you do not send sensitive information by email, that received text is not included in responses and that the email address is newly entered manually each time.

    Vontobel does not accept orders for commercial transactions such as the opening of accounts, payment or stock market orders, cancellations of orders or authorizations, blocking of credit cards, changes of address etc. via this form. Please contact your branch or your relationship manager with regard to such transactions.

    Bank Vontobel AG
    General Counsel
    Gotthardstrasse 43
    CH-8022 Zürich

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