Vontobel to acquire UBS’s Swiss Financial Advisers business serving US clients seeking geographic diversification

Ad hoc announcement pursuant to Art. 53 LR, Media release
12/16/2021 Reading time: 1 minute(s)

  • The transaction serves as part of Vontobel’s decade-long ongoing growth strategy in the US
  • As part of Vontobel, Swiss Financial Advisers will continue to offer its US clients tailored investment solutions in a Swiss-based environment
  • UBS will continue to refer its clients to Swiss Financial Advisers, responding to increasing client demand for regionally diversified strategies with a global approach