Vontobel Initiatives

Active joint management of your portfolio, exploiting market opportunities.

You are looking for an experienced partner with whom you can actively manage your investment strategy together. You want to align your portfolio in the medium to long term and take advantage of market opportunities. Actively exchanging ideas – as well as information on individual investments – is something you value as well. Another important requirement is that risks are actively monitored, and in case there are any market or portfolio changes, you will receive timely information so you can discuss any possible need for action with your Relationship Manager as quickly as possible.

Within Vontobel Initiatives, we actively support you in investing your assets based on the investment strategy we have defined together. In addition to a personal Relationship Manager, you have the opportunity to exchange views directly with our experts on capital markets and asset classes – our Investment Consultants. Their advice not only focuses on market opportunities in terms of individual securities but also on the overall orientation of your portfolio. You gain access to financial markets around the world. In addition, you have a wide range of research and investment publications at your disposal, as well as up-to-date market information and daily investment ideas, so your finger can always stay on the pulse of the markets. Your portfolio is continuously monitored and you benefit from active notification in case the portfolio deviates from the specifications you have defined.

Vontobel Advisory Services
Vontobel Impulse
Vontobel Initiatives
Inspired by the Vontobel 3α investment philosophy


Further information

Do you have any questions about Vontobel Initiatives? We would be happy to provide you more information and advice.

+41 58 283 71 11

+41 58 283 25 00

+41 58 283 23 11


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