Vontobel Managed Solutions

With a managed solution mandate, you delegate the management of your assets to us, taking advantage of our broad, long-standing expertise.

With a managed solution mandate, you delegate the management of your assets to us, with your wishes and objectives taken fully into account. The essential components of our managed solutions are, first, that you are always invested in line with current market expectations, and second, that our investment specialists can quickly and efficiently adapt your portfolio to new market conditions. Thanks to our Asset Management and Investment Banking divisions, we are able to call upon a wide range of institutional competences for our private clients. Based on these competences, as well as our proven investment process, we manage your portfolio in a disciplined manner and monitor it on an ongoing basis.

You can choose between close-to-index, broadly diversified strategies as well as strategies focused on individual asset classes and regions. In addition, you have the opportunity to invest your assets according to sustainable investment approaches.
 

  

Further information

Do you have any questions about our managed solution mandate? We would be happy to provide you more information and advice.

Zurich
+41 58 283 71 11
E-mail

Geneva
+41 58 283 25 00
E-mail

Lugano
+41 58 283 23 11
E-mail

 

Contact us