
External Asset Managers
Institutional partnerships between professionals
Institutional partnerships between professionals
We make our experience and innovative strength available to you, thus creating an institutional partnership between professionals. There are no conflicts of interest. Our clearly focused services make us an ideal partner for external asset managers, placing us in the top five in the Swiss market.
Our support and offering centre on addressing your needs as an external asset manager. We adopt an independent, flexible and versatile approach, bringing together all of our expertise for you so that you can concentrate on your clients. This gives you the access you need to our specialists. Coupled with our short decision-making processes, this adds value for you and your clients.
Our relationship management teams have a wealth of experience. You have your own personal contact in charge of your relationship with Vontobel, serving as a single point of entry for accessing our specialists and expertise.
We serve as your contact and sounding board for all questions relating to investments, and they are on hand to support you throughout the investment process.
Our digital front-end systems allow you to use our fully integrated product and services platform Vontobel EAMNet. Meanwhile, Vontobel Wealth lets your clients access their portfolios at any time, no matter where they are in the world.
This includes our discretionary asset management services, which we make available to you and your clients, as well as support with regulatory matters and digital payment options for your clients.
«We are continually developing the range of personal and digital services we can offer you.»
The data transmitted via the internet to Vontobel by means of this form is encrypted. Nevertheless, there is the possibility that unauthorized third parties can access the data transmitted by means of this form, in particular through malware on the computer. If you use this form for the transmission of confidential data (e. g. account number), you accept the risk of disclosure of the banking relationship and bank customer information to third parties and release Vontobel from any liability for damages resulting from the use of this form, insofar as this is permitted by law.
By providing your telephone number and/or e-mail address, you expressly consent to Vontobel contacting you by telephone and/or unsecured e-mail. The personal data you provide will be used and stored to process and deal with the complaint and to fulfil our contractual obligations in connection with the service you have chosen. On behalf of Vontobel, the personal data may also be processed by a person appointed by Vontobel, even outside of your location or a Vontobel location. In general, personal data will be processed and stored for the duration of our business relationship, but is in addition subject to various storage and documentation requirements. Finally, the storage period also depends on the statutory limitation periods.
Please note that the use of e-mail and other electronic means of communication entails considerable risks, such as lack of confidentiality, possible manipulation of the content or sender, incorrect recipients, viruses, etc. Vontobel declines all liability for any damage in connection with the use of e-mail and other electronic means of communication. Vontobel therefore recommends that you do not send any sensitive information by e-mail, that you do not send the received text along with the reply and that you manually re-enter the e-mail address.
Vontobel does not accept orders for business activities such as account openings, payment or stock exchange orders, revocation of orders or authorizations, blocking of credit cards, changes of address, etc. via this form. For such transactions, please contact the relevant office or your relationship manager/customer advisor.
By submitting your email you declare that you have read and understood the Privacy Policy and you confirm that you have read and understood the Terms and Conditions of Use and agree to all the terms set out herein.