Get to know Vontobel
Driven by the power of possibility. Delivering the edge.
At Vontobel, we actively shape the future. We create and pursue opportunities with determination. We master what we do – and we only do what we master. This is how we get our clients ahead.
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.
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.
3. We are committed to being responsible citizens and partnering with our clients
Our 6 Sustainability Commitments
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.
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.
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.
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.