Billy Obregon appointed as Head Private Clients Americas and CEO of Vontobel SFA

Billy Obregon appointed as Head Private Clients Americas and CEO of Vontobel SFA

• Billy Obregon appointed Head Private Clients Americas and CEO of Vontobel Swiss Financial Advisers (SFA), effective March 1, 2025
• Obregon brings over 20 years of experience working with U.S. and Latin American clients
• Peter Romanzina, former CEO of Vontobel SFA, will join the Board of Directors, subject to regulatory approval

Based in New York, Billy Obregon brings over 20 years of experience in the financial industry, with a strong track record in wealth management and advisory services. Prior to joining Vontobel SFA, Obregon worked at Deutsche Bank, where he was responsible for covering U.S. and Latin American clients. His expertise and strategic vision will be instrumental in driving Vontobel SFA growth and strengthening its position in the wealth management sector across the Americas. 

Following the successful integration of SFA, Peter Romanzina will transition to the Board of Directors of SFA, subject to regulatory approval.

Vontobel
A global investment house with Swiss roots, we offer investment and advisory solutions to private and institutional clients. Our head office is in Zurich and we are represented in 28 locations worldwide. The shares of Vontobel Holding AG are listed on the SIX Swiss Exchange and are majority-owned by the founding family. The family's close ties to the company guarantee entrepreneurial independence, and the resulting freedom is also an obligation to fulfill our responsibility to society. As of December 31, 2024, Vontobel held CHF 229 billion of assets under management. With our investment-led approach that focuses exclusively on the buy-side of financial markets, we think and act purely from the client’s perspective – as an investor for investors.

This includes keeping our finger on the pulse to provide our investors with the best solutions - something we have been committed to for over 100 years. We harness the power of technology to multiply our investment expertise across platforms and ecosystems and deliver high-quality, personalized client experiences. Because for us, successful investing starts with taking personal responsibility. This means that we want to empower our employees so that they can realize their potential, act independently and open up new perspectives. We constantly question what we have achieved, because we strive to exceed our customers' expectations.  

 

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