A global investment firm with Swiss roots, Vontobel specializes in wealth management, active asset management and investment solutions.
Our success across these areas of investing is driven by a culture of empowerment and a commitment to exceed the expectations of our clients. Vontobel Holding AG shares are listed on the SIX Swiss Exchange and majority owned by the founding family – a set up that guarantees both entrepreneurial independence and the diligence and transparency of a listed company.
Empowering you
Everyone is an investor. Whether it's time, money or attention that you devote; every day you put your capital to work with a goal in mind.
That's investing. And that's what we do at Vontobel. We focus on helping people put their financial capital to work.
The actions of our 2000+ employees around the world are guided by one clear mission: Empowering investors to build better futures.
Why us
1. Investing is at the core of everything we do
At Vontobel, we have always been focused on investing. What began as a brokerage in 1924 evolved into an asset manager in 1936. Today, we strive to be one of the most trusted global investment firms, with experts based in the world’s key financial hubs. We believe strongly in active investing and constantly work to deliver value and the expected pattern of performance. We master what we do, and only do what we master.
300+ investment professionals across six independent investment boutiques and other specialist teams.
We are an ESG early mover with 20+ years’ experience.
We operate our business globally as a pure-play buy-side investment firm.
2. We listen to you
The world keeps changing rapidly. To stay ahead, companies must constantly evolve. We do this by being close to our clients. Whether you are a private investor or represent an institution, we start by understanding your individual situation, your goals and needs. You tell us how you want to work with us - whether that's through a relationship manager, digital only or hybrid. We translate our observations into real world solutions that respond to your demands and desires.
3. We are committed to being responsible citizens and partnering with our clients
Our 6 Sustainability Commitments
“As owners thinking for the long term, we support Vontobel’s efforts to play an active role in the sustainable transformation of our economy and society for future generations.”
Dr. Maja Baumann
Member of the Board of Directors and 4th generation Vontobel family
4. We believe in our people, and their diversity
At Vontobel, we have an ownership mindset. Our people are empowered to take personal responsibility in fulfilling our mission of empowering investors to build better futures.
We know that diverse thinking leads to better solutions. And we’re proud that from our Swiss roots we have grown into a modern, dynamic, multi-cultural and multi-lingual team.
It’s our people, and their way of working, who underpin our competitive edge and success.
20 % women in senior management positions aiming for more than 30 % by 2030.
93% of us are proud to work for Vontobel. Source: 2021 Vontobel Global Employee Survey.
60+ nationalities in the company. Our passionate professionals collaborate from 27 locations around the world.
Source: Vontobel Annual Report, December 2021.
5. We are future-ready
Tech-enabled and data-based, we’re future-ready so that you are.
We continually rethink how to empower investors, harnessing the latest technology and artificial intelligence to better serve our clients. We’re also committed to rethinking investing itself. New technologies allow new opportunities. Data analysis can reveal insightful patterns and relationships. Our motivation is quite simple: Better investing, for now and tomorrow.
Our Data Science and Data Engineering team (Data & Al) has grown more than 10 × in less than 5 years.
We invest significantly in digital transformation: Continuous investments of CHF > 50 M p.a.
100 full-stack developers, data analysts, AI specialists and cloud engineers.
Source: Vontobel Annual Report, December 2021.
6. We’re with you for the long haul
Our history is one of constant growth. Underpinning this long-term success: We are both family-controlled and listed.
Involvement of the Vontobel family allows us to stay the course through market turmoil, true to our strategy. Yet, as a listed company, we diligently meet strict market requirements and operate with maximum transparency.
You can count on us to master the challenges of tomorrow with the tenacity, independent thinking and solution-oriented mindset that allowed us to master those of yesterday.
Vontobel AM has risen by 10 places to rank #22 in the European Fund Brand 50 ranking since end-2016. These awards do not reflect any products or services offered in the USA.
We believe our steady AuM growth is a testament to the trust our clients place in us.
Since our foundation in 1924 we’ve never had a loss in the balance sheet. We maintain a strong capital position and we have always paid a dividend. Maja Baumann and Björn Wettergren, 4th generation Vontobel family, are active members of our board of directors.
The information contained in this document has been prepared by Vontobel Holding AG in cooperation with its affiliates (“Vontobel”, “us” or “we”) and might be distributed by the below mentioned entities. However, is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use would be contrary to applicable laws or regulations, or which would subject Vontobel to any registration requirement within such jurisdiction or country. Vontobel makes no representations that the information contained in this document is appropriate for use in all locations, or by all readers.
This document does not constitute and shall not be construed to constitute a recommendation, offer or solicitation, to the public or otherwise, to subscribe for, buy, hold or sell any financial instrument, whether directly or indirectly, in any jurisdiction. This document may contain information on worldwide products and services, however, this does not imply that such product and / or service is or will be available in every location. Any product and / or service referred to on this document may be subject to different regulatory requirements depending on the country of use. Consequently, note that certain sections in this document are intended only for certain kinds of clients and / or expert users or only for audiences in certain countries. All information in this document is not designed or intended as a promotion or advertisement for any specific product or for the use of any product that is not authorized by the laws and regulations of your country of residence and rather for informational purposes only.
Consequently, the information should be carefully evaluated by each reader and the audience. Neither Vontobel, nor any other party involved in creating, producing, or delivering this document to the reader / audience shall be liable for any direct, incidental, consequential, indirect or punitive loss or damages arising out of access to, use of or inability to use this document, or any errors or omissions in the content of the document. Note that some jurisdictions do not allow the exclusion of implied warranties, so the above exclusion may not apply to certain countries.
Vontobel reserves the right to make changes, corrections and / or improvements to the Information contained in this document at any time without notice.
This document is a general communication that is not impartial and has been prepared solely for informational and educational purposes only. The information and opinions (together, “information”) contained in this document is not intended to be relied upon as a forecast, research, recommendation or investment advice. Decisions based on information contained in this document are the sole responsibility of the reader. You must not rely on any information contained in this document in making an investment or other decision.
This document has not been based on a consideration of any individual investor circumstances. Nothing in this document constitutes, or shall be deemed or construed to constitute, tax, accounting, regulatory, legal, or insurance advice, or investment or any other kind of advice to subscribe for, purchase, hold or sell any securities or other financial instrument, to effect any transactions, or to adopt any investment strategy.
All information in this document is provided on an ”as is” basis based on the knowledge and / or market assessment as of the date of the document or as at the time specified in the document without any representations or warranties of any kind, either expressed or implied.
Any information comprised in this document may be superseded by, or change due to, subsequent market or political events or for other reasons, but there is no obligation on the part of Vontobel to update this document. Any projections, forward-looking statements or estimates contained in this document are speculative and due to various risks and uncertainties, there can be no assurance that the estimates or assumptions made will prove accurate, and actual events or results may differ materially from those reflected or contemplated in this document. Information in this document should not be construed as recommendations, but as an illustration of broader economic themes. Keep in mind that past performance is not a reliable indicator of current or future performance and forecasts are inherently limited and should not be relied upon as an indicator of future performance.
Environmental, social and governance (“ESG”) investing, and criteria employed may be subjective in nature. The considerations assessed as part of ESG processes may vary across types of investments and issuers and not every factor may be identified or considered for all investments. Information used to evaluate ESG components may vary across providers and issuers as ESG is not a uniformly defined characteristic. ESG investing may forego market opportunities available to strategies which do not utilize such criteria. There is no guarantee the criteria and techniques employed will be successful.
Although Vontobel believes that it has taken due care in compiling the contents of this document, Vontobel does not warrant, either expressly or impliedly, its possible distribution, the accuracy, correctness, or completeness of the information, text, graphics, or other items contained in this document, and the document should not be relied upon as such. Vontobel accepts no liability in respect thereof.
No information contained in this document shall be deemed or construed to create any contractual relationship between the providers of such information and the reader of this document.
All components of this document are protected by intellectual property laws and are the property of Vontobel or third parties. The information in this document is solely for your personal, non-commercial use.
Vontobel, its directors or employees may have previously invested, may be currently investing or may in future invest in financial instruments in respect of which this document comprises information or opinions. It is also possible that Vontobel has previously provided, is currently providing or will in future provide services to the issuers of such financial instruments, including, for example, corporate finance or market making services. Furthermore, it is possible that employees or directors of Vontobel have previously performed, are currently performing or will in future perform certain functions on behalf of the issuers of such financial instruments, e.g. serving as director. Vontobel, its directors or employees could therefore have an interest in the future performance of financial instruments.
USA: Distributed to US persons by Vontobel Asset Management, Inc. (VAMUS), Vontobel Swiss Wealth Advisors AG (VSWA), Vontobel Swiss Financial Advisers AG (Vontobel SFA) and Vontobel Securities Ltd. (VONSEC). VAMUS, Vontobel SFA and VSWA are registered with the U.S. Securities and Exchange Commission (SEC) as investment advisers under the U.S. Investment Advisers Act of 1940, as amended. VONSEC is registered as broker-dealer with the SEC under the U.S. Securities Exchange Act of 1934, as amended, and is a member of the Financial Industry Regulatory Authority, Inc. (FINRA). VAMUS, Vontobel SFA, VSWA and VONSEC are wholly-owned subsidiaries of Vontobel Holding AG, Zurich, Switzerland. VONSEC accepts responsibility for the content of a report prepared by a non-US affiliate when VONSEC distributes the report to US persons. Canada: Vontobel operates in connection with our investment and business activity pursuant to the following: Vontobel Asset Management Inc. relies on the International Adviser Exemption in the provinces of Alberta, British Columbia, Saskatchewan, Ontario and Quebec and the Investment Fund Manager Exemption in Ontario and Quebec. Vontobel Asset Management AG relies on the Investment Fund Manager Exemption in the provinces of Ontario and Quebec. US Offshore-LatAm: This marketing document was produced by one or more companies of the Vontobel Group (collectively “Vontobel”) for use with financial advisors / investment professionals and approved for use in certain jurisdictions only. Vontobel offers a variety of products and services intended solely for qualified investors from certain countries or regions. Your country of legal residence will determine the products or services that are available to you. Information herein should not be considered a solicitation or offering for the sale of any investment product or service to any person in any jurisdiction where such solicitation or offer would be unlawful or prohibited. Furthermore, this information is not intended for use in any jurisdiction which would subject Vontobel to any registration, licensing or other authorization requirement within such jurisdiction or country. It is the responsibility of the recipient to inform themselves and observe applicable regulations and restrictions for their respective jurisdiction(s). UK: This document was approved by Vontobel Asset Management SA, London Branch, which has its registered office at Third Floor, 22 Sackville Street, London W1S 3DN and is authorized by the Commission de Surveillance du Secteur Financier (CSSF) and subject to limited regulation by the Financial Conduct Authority (FCA). Details about the extent of regulation by the FCA are available from Vontobel Asset Management SA, London Branch, on request. Singapore: This document has not been reviewed by the Monetary Authority of Singapore. Vontobel Pte. Ltd. is licensed with the Monetary Authority of Singapore as a Capital Markets Services Licensee and Exempt Financial Adviser. This document should not be considered as an invitation for subscription or purchase of financial instrument, whether directly or indirectly, to the public or any member of the public in Singapore. Hong Kong: The contents of this document have not been reviewed nor approved by any regulatory authority including the Securities and Futures Commission in Hong Kong. This document was approved by Vontobel Asset Management Asia Pacific Ltd. with registered office at 1901 Gloucester Tower, The Landmark 15 Queen’s Road Central, Hong Kong for use in Hong Kong. You are advised to exercise caution and if you are in any doubt about any of the contents, you should obtain independent professional advice. Australia: This document has been approved by Vontobel Asset Management Australia Pty Limited (ABN 80 167 015 698), which is the holder of Australian Financial Services Licence number 453140 and which accepts responsibility for its content. More information for investors domiciled in Australia is available from the following address: Vontobel Asset Management Australia Pty Ltd., Level 20, Tower 2, 201 Sussex St, NSW-2000Sydney, Australia. The information in this document was not prepared specifically for investors in Australia. It (i) may contain references to dollar amounts which are not Australian dollars, (ii) may contain financial information which is not prepared in accordance with Australian law or practices, (iii) may not address risks associated with investment in foreign currency denominated investments; and (iv)does not address Australian tax issues. Germany: Bank Vontobel Europe AG is authorized and regulated by the Federal Financial Supervisory Authority (BaFin), registered in the Commercial Register of the Amtsgericht München under number HRB133419 with registered office at Alter Hof 5, 80331 München. Details about the extent of regulation are available from Bank Vontobel Europe AG on request. Italy: This document was approved by Vontobel Asset Management SA, Milan Branch, which has its registered office at Piazza degli Affari 3, I-20123 Milano, Italy (telefono: 026 367 344) and is authorized by the Commission de Surveillance du Secteur Financier (CSSF) and subject to limited regulation by the Bank of Italy and CONSOB. Details about the extent of regulation by the Bank of Italy and CONSOB are available from Vontobel Asset Management SA, Milan Branch, on request. The contents of this document have not been reviewed nor approved by any regulatory authority including the Bank of Italy or CONSOB. This document should not be considered as an offer for subscription or purchase of financial instruments whether directly or indirectly, to the public or any member of the public in Italy.