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.

  

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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.

 
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Putting the power in your hands.

Those futures look different for everyone. Our job is not to tell you where to go, but to help you get there.

We aim to provide you with the right knowledge, tools and investment options, so you're truly empowered and in the driver's seat.

 
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Investment acumen is developed over a lifetime. We've acquired ours over several. Having helped inves tors around the world for ever a century, we have a lot to share.

Whether you are a private or institutional investor, or an advisor to ethers, partnering with us is the same. We take time to fully under stand your situation, your invest ment objectives and beliefs; then we aim to equip you with what you need to reach your destination.

Regardless of where you are on your investing journey, we can help.

 
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Your global authority on investing.

At Vontobel, all our clients have one thing in common: They come to us for active investment solutions.

Our multi-boutique structure enables us to offer distinct and independent options spanning equities, fixed income and multi asset. A pioneer and leader in financial products, we provide access to unrivaled expertise in structured solutions. We also offer a variety of wealth planning services.

We firmly believe that bringing all of these different aspects of investing together in one investment firm has made Vontobel the pest partner for investors worldwide.

  

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 rofessionals
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.

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85% of clients are very or extremely satisfied.

Source: Vontobel Global 2021
Voice of Client (VoC) Study.
Base: 1,549 clients.

 

  

3. We are committed to being responsible citizens and partnering with our clients

 

Our 6 Sustainability Commitments

net-zero-by-2030-icon.svg   Net-zero by 2030
In our banking book investments and operations
equality-icon.svg   Eqaulity, diversity and inclusion
Implement practices advancing equality
transparency-icon.svg   Transpareny
Transparent disclosures and reporting
client-advisory-icon.svg   Client advisory
Advise clients about ESG opportunities and risks
providing-ESG-investment-icon.svg   Providing ESG investment solutions
ESG offering for private and institutions
emphasize-ESG-icon.svg   Emphasize ESG criteria in our investment decisions
ESG considerations implemented in investment process
 
 

“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

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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.

 

50+ nationalities in the company. 
Our passionate professionals collaborate from 26 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 11 places to rank #21 in the European Fund Brand 50 ranking since end-2016.
These awards do not reflect any products or services offered in the USA.
Source

 

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.

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    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.