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Vontobel Swiss Financial Advisers AG

Wealth management solutions for US clients

Tailored solutions in a Swiss-based environment

We offer US clients tailored solutions in a Swiss-based environment. To help you reach your financial goals, we bring you new perspectives on investing through a variety of jurisdictions, geographic areas, currencies, and managerial skills.

Headquartered in Zurich, Switzerland, with offices in Geneva, Los Angeles, Miami and New York, we are a wholly owned subsidiary of Vontobel Holding AG, founded in 1924 and listed on the SIX Swiss Exchange.

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Diversification - Your World, Wide Open

In the world of investments, the concept of diversification takes on an even more profound meaning if you think of it as “opening up your world.” Diversification enables you to broaden your horizons and open up your investment universe.

Your benefits

No matter what your individual situation is, a relationship with Vontobel Swiss Financial Advisers can provide you with a wealth of advantages.

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International investing

Our offering, your choice. Delegate your international investments to our experienced experts, or make your own investment decisions with advice and support from our experts concerning:

  • Diversifying geographically
  • Diversifying based on currencies, thanks to our multi-currency, multi-asset capabilities
  • Broadening your international investment range
  • Benefiting from our execution capabilities and comprehensive expertise with international investments
  • Ensuring your US tax statements are properly prepared to report international income


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Switzerland’s unique strengths

Switzerland is one of the world’s most stable countries and most successful economies, with a long tradition of democracy and neutrality.

In particular, Switzerland provides:

  • Economic stability
  • Strong economy and currency
  • Swiss client confidentiality
A business woman walking confidently across a street in a big city.
A business woman walking confidently across a street in a big city.

Switzerland’s unique strengths

Switzerland is one of the world’s most stable countries and most successful economies, with a long tradition of democracy and neutrality.

In particular, Switzerland provides:

  • Economic stability
  • Strong economy and currency
  • Swiss client confidentiality

Insights

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Market Pulse: Midterms, France and global equities

 | Videos

Market Pulse: Midterms, France and global equities

Pascal Köppel

Pascal Köppel

Tune in to follow our latest Investment Insights: Three topics moving markets this month: the midterms, France and global equities.

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Over the peak

 | Insights

Over the peak

Pascal Köppel

Pascal Köppel

October brought investors plenty of developments to digest, including mid-term outcome scenarios, AI-related equity market volatility and increased bond market volatility in France.

Read full article
Investment Snapshot November 2026

 | Videos

Investment Snapshot November 2026

Palak Zenklusen

Palak Zenklusen

Equity indices struggled in October, with Switzerland the standout performer. Palak Zenklusen, CFA, Senior Investment Advisor at Vontobel SFA, shares our thoughts.

Read full article
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We are looking forward to hearing from you

Call us from anywhere

Monday - Friday, 9 a.m. to 6 p.m. (CET + ET)
+41 58 283 81 11+1 855 853 4288 (toll-free)
It all starts with a personal conversation

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