Find the investment solution that suits you
We start with understanding your individual situation, plans and goals. To what extent you want to be involved in making investment decisions is an important aspect of choosing the right solution for you.
You entrust us with the management of your assets, benefiting from our extensive investment expertise.
We support you holistically when investing your assets, based on the investment strategy we define together.
Various investment products and solutions can help you achieve your financial goals. We will propose individual solutions for your personal situation.
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®
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.
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.
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.
© Getty—for illustrative purposes only
Discover this autopilot for your investment, with an active portfolio based on your personal risk profile.
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.
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.
Read moreWhat 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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