Inflation: good and bad news
Monthly CIO update October: Investors are worried about growth. We are analyzing where we currently stand in the economic cycle and maintain the orientation of our portfolio.
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Various investment products and solutions can help you achieve your financial goals. We will propose individual solutions for your personal situation.
Vontobel investment philosophySecuring sources of return for you through active management
First Alpha – Diversification
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.
To Vontobel 3α Investment Philosophy®
Second Alpha – Conviction
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 – Opportunities
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.
ESG Advisory from A to Z
Looking at the big picture up closeToday, 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.
© Getty—for illustrative purposes only
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Vontobel Volt®
Discover this autopilot for your investment, with an active portfolio based on your personal risk profile.
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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.
Merits of dividends in uncertain times
In uncertain times, when capital gains are low or even turning into losses, a company’s dividend payout can be a valuable source of income. Learn in this article how to judge the merits of dividends by understanding how companies decide to distribute dividends.
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Lump-sum taxation in Switzerland – an option for you?
What requirements do you have to meet in order for the doors to “expenditure-based taxation” to open for you? Find out what factors are relevant beyond just your asset base, and which ones will influence your tax bill.
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