Investing in your life.
Focusing on your needs.

Are you looking to diversify your investments internationally?
You will want to know that your assets are in custody in a stable international financial center such as Switzerland. Advice from people with in-depth know-how and experience serving residents of the Americas could tip the balance especially when combined with customized investment solutions.

At Vontobel, we focus on gaining a deep understanding of clients’ needs and leverage our investment expertise to offer opportunities for diversification.

Find out more about partnering with a leading internationally operating investment firm with Swiss roots.

Get in touch with us

NEWS | 08.2022, Vontobel

Bringing the power of Vontobel Swiss Wealth Advisors together with UBS Swiss Financial Advisers under one roof

As announced in December 2021, on August 1, 2022, Vontobel Holding AG acquired SFA, formerly a subsidiary of UBS AG, based in Zurich. With this acquisition, Vontobel is further strengthening its platform serving clients in or from the Americas.

If you know us already, click here:
Form ADV3
Form ADV3



Your benefits at a glance




Do you feel it is time to add a global perspective?

We see opportunities in global diversification based on a personalized, strategic and long-term asset allocation. We also provide geographical and jurisdictional diversification with access to custody in Switzerland
as well as diversification outside of the US Dollar.

Get in touch with us


Swiss roots

Do you appreciate that your assets can be custodied in a stable international financial center such as Switzerland?

We are a globally operating financial expert with Swiss roots. We pursue a holistic approach, monitoring the markets precisely, anticipating trends and opportunities, and developing individual solutions. We are committed to helping our clients invest for a better future.

Get in touch with us


Personalized services

Do you want customized and personalized investment solutions?

We focus on gaining a deep understanding of our clients’ needs and investment goals. We strive to offer them first-class, customized financial solutions.



Get in touch with us



Contact information

Each of Vontobel Swiss Wealth Advisors and Vontobel Swiss Financial Advisers offer a number of investment advisory programs, including discretionary investment management and non-discretionary investment advisory programs. Click on the links below to find out which investment advisory programs might be right for you.


Vontobel Swiss
Wealth Advisors

USA (toll free) +1 833 977 4888
Switzerland: +41 44 287 81 10

Vontobel Swiss
Financial Advisers

USA (toll free) +1 855 853 4288
Switzerland: +41 58 283 81 11



We are looking forward to hearing from you

E-mail us at or use our contact form below.