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Individuals and families

Become our client

Our greatest asset is your trust. Especially in times of uncertainty. Welcome to Vontobel.

For a century, we have been creating investment opportunities to help investors build better futures. We understand that your wealth isn't just about numbers. It's about securing a legacy—for generations to come. That's why we meet your goals with foresight, stability, and premium service. Find out what you can expect as a client of Vontobel.

Commitment to our clients

“We look after your assets actively and proactively – for generations. We pursue a holistic approach, monitoring the markets precisely, anticipating trends and opportunities, and developing individual solutions. We are passionately committed to your plans and create opportunities to bring you forward.”

Georg Schubiger, Co-CEO & Head Private Clients

Portrait of Georg Schubiger, co-CEO and head of wealth management at Vontobel stands for commitment to our clients.

Small enough to care. Big enough to matter.

Trust and customer satisfaction are our capital. This is the foundation on which our stability has been built for almost 100 years. And it is also our basis for offering end-to-end advisory services to our customers.

But what exactly does this mean? We not only highlight the opportunities and risks for you in the here and now. We also help you to prepare your assets for the next phase of your life, which will certainly come. Just like the next turbulence on the market. Or the next reform of tax law, and so on.

As a family-run investment house with Swiss roots, we are committed to supporting our clients and providing them with security, even in difficult times. At Vontobel, more than 300 investment experts are at your side to help you shape your financial future according to your goals.

 

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Family-owned - since 1924

The majority of votes and capital are held by the Vontobel families. They enable us to stay on course and remain true to our strategy even in turbulent times. As a listed company, we meet the regulatory requirements and operate with the greatest possible transparency.

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Investing is our identity

Investing has always been at the heart of Vontobel. What began in 1924 with brokerage in Zurich has evolved into a global investment house with Swiss roots. We believe in the added value that active investing creates. We master what we do. And we only do what we master.

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Solutions for your future

300 investment experts to help you align your portfolio with your needs. Contact us for a free introductory consultation. We would be happy to show you in person what we can do for you.

 

We are looking forward hearing from you

Call us in Switzerland

Monday-Friday, 9 a.m. to 6 p.m. (CET)
0800 550 377 (CH toll free)
We are looking forward hearing from you

Call us from the USA

Monday-Friday, 9 a.m. to 6 p.m. (CET)
+1 855 853 4288 (USA toll free)
Visit us personally in one of our branches

Find us near you

Headquartered in Zurich, Switzerland, with offices in Geneva, New York, and Miami.
Addresses and locations

Your benefits at a glance

Dual consulting concept

You decide how you would like to be looked after: personally by your Relationship Manager, or online through our digital platform Vontobel Wealth. To what degree you would like to connect the one with the other, depends on your preferences.

Services that are a perfect fit

We offer you a wealth of different mandate types – be it as discretionary mandates or as advisory service mandates or additional services that can also be combined. These services include various financing solutions as well as financial planning and consulting.

Personal Relationship Manager

You, your wishes and goals are our number one priority. We attach great importance to continuity and long-term sustainability in our business relationships. That is why it is our special concern that your Relationship Manager remains your personal and competent contact person over a span of many years.

 

Sustainable investment solutions

Our sustainable solutions enable you to align your investment decisions with your personal values. By taking advantage of the options we offer, you are also promoting companies that over the long term have demonstrated exemplary sustainability practices, while at the same time reducing the risks in your portfolio.

Our advisory approach

1. Your situation

We consider your values and ideas as a basis. We also analyze your assets and liabilities as well as your professional and family situation.

2. Your plans and goals

We weigh and prioritize your most important future plans and goals.

3. Your investment strategy

We create the right strategy to achieve your goals. We define your risk capacity and risk tolerance as well as your experience with financial products.

4. Your orientation

We complete the overall picture and determine the next steps.

Easily transfer assets and custody accounts

With our customized bank-switching service, you can transfer your assets and custody accounts to Vontobel without fuss. We’ll provide you with individual advice on the best way to have a smooth switchover.

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Your new banking relationship—just one signature away

Simply sign the new contract and we’ll take care of the rest. We’ll deal with as much of the admin related to your previous bank as we can.

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Transferring assets and custody accounts

We provide you with hands-on support and ensure that your assets and custody accounts are transferred efficiently and seamlessly, with your best interests in mind.

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Inclusion of existing services

Whether you have existing mortgages, cards, digital access or payment transactions, we’ll make sure that no detail is overlooked during your transfer.

Give us a call

Monday through Friday, 8 a.m. to 6 p.m.
+41 58 283 60 05

Personal consulting

Fill out the contact form to request a callback or an appointment.
Contact us now

Other topics that may interest you

Vontobel Access

Vontobel Access provides you with access to the Vontobel World.
Go to Vontobel Access

Fees and conditions

Find out more about our services and what they are worth.
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Investor protection and transparency at Vontobel - Two business people discussing something

Investor protection and transparency

As a company built on foresight, personal responsibility and ownership, we understand that asset and client protection, as well as increased transparency, are core guiding principles in a business relationship. Principles that will allow both parties – you, as our client, and Vontobel as your service and solution provider – to better master future complexity. For further details regarding the topics of investor protection and transparency in the framework of the European Markets in Financial Instruments Directive (MiFID) and our brochure “Information on Investor Protection” we refer you to our respective information page.

Contact form

We are committed to providing you with personal service. We will be pleased to respond to your questions or concerns in person. Please simply use the form below to contact us.

 

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