Vontobel Delegate

You set the objective. We aim for it.

The traditional asset management mandate: Together we will determine your objectives, preferences and risk profile. You can choose from various individual customization options when selecting your portfolio.

Your benefits

Human competence
and personal advice

Vontobel employs a team of over 300 people with investment expertise . A personal relationship manager and, in some cases, a portfolio manager will also be available to you as contact persons.

Professional investment instruments
for private individuals

Vontobel Delegate provides you with access, for example, to alternative investments (investments outside the traditional categories such as equities or bonds) or to institutional share classes.

Versatile, individual
and diversified

We will help you put together a portfolio that meets your objectives. We not only aim for attractive returns, but also for the lowest possible risk.

Who this offer is suitable for

Vontobel Delegate is ideal for all investors. You do not need any prior knowledge of the stock markets and do not need to follow the prices on a daily basis.
Vontobel Delegate is also ideal if you do not have much time to look after your portfolio. We monitor your investments and adapt them continuously.
You have a medium to long-term investment horizon.

Proven solutions, individually adaptable

Depending on your strategy, the equity share of your portfolio will fluctuate. The more growth you want and the more risk you can tolerate, the higher it will be.

We also offer you a choice when it comes to implementation. Pure fund solutions bundle equities or bonds, and diversify your portfolio. For certain clients, it makes sense to select individual securities instead, thereby creating a more individual portfolio.

Are you interested in our offer?

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.

Forward-looking for 100 years

Vontobel is a listed family business and a Swiss bank that combines vision with tradition. Since 1924, we have been supporting our clients in investing their assets in such a way that they achieve their investment objectives while avoiding risks at the same time.‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎

Finally, a different way to invest

With Volt, you design your portfolio as you want it, have your investments actively managed by experienced investment professionals, and if you want, even make an impact on the world – all with a sustainable approach.

Our additional offers

Vontobel Advice

You manage your portfolio and decide for yourself what investments you make. We support you with reporting and risk analyses as well as with personal advice.

Vontobel Select

You make your individual investment decisions from a pre-selected selection of investment modules and compile your own portfolio together with us. We subsequently take over and implement your strategy as requested.