Ad hoc announcement pursuant to Art. 53 LR | Media Release

Vontobel 9-month 2026 trading update

Published on 29.10.2026 CET

  • Assets under management at record high CHF 255.1 billion
  • Total reported net new money of CHF 1.9 billion, in the first nine months  
  • Private Clients net inflows of CHF 3.8 billion in the first nine months, including CHF 1.3 billion in the third quarter
  • Institutional Clients reported net outflows of CHF 2.0 billion in the first nine months, including net outflows related to Quality Growth (CHF 5.1 billion) and Raiffeisen (CHF 1.6 billion)
  • Total net new money, on an adjusted basis, amounted to CHF 8.4 billion in the first nine months


Assets under management increased by 6 percent to reach an all-time high of CHF 255.1 billion at the end of September 2026 (CHF +14.4 billion compared to year end 2025). Net inflows (CHF 1.9 billion), foreign exchange effects (CHF 5.5 billion) and market performance (CHF 8.7 billion) all contributed to this increase1.

Overall, on an adjusted basis, total net new money amounted to CHF 8.4 billion in the first nine months with continued strength across all regions in Private Clients and strong demand for fixed income products in Institutional Clients.

Private Clients continued to generate net inflows of CHF 3.8 billion with positive flows in all regions. Institutional Clients reported net outflows of CHF 2.0 billion and adjusted net inflows of CHF 4.6 billion excluding CHF 5.1 billion outflows from Quality Growth strategies and CHF 1.6 billion outflows related to previously disclosed insourcing of the Futura fund management mandate by Raiffeisen.

 

CHF billion9M 2026H1 2026FY 2025
Assets under management255.1252.2240.7
of which Institutional Clients111.0112.5108.7
of which Private Clients136.6131.9124.6
    
Net new money1.92.54.2
of which Institutional Clients−2.020.03−1.6
of which Private Clients3.82.55.8

 

1 Including negative change of CHF 1.6 billion attributable to other effects as previously disclosed in 1H 2026.

2 Including CHF 0.8 billion NNM of institutional nature recorded in Centers of Excellence.

3 Including CHF 0.8 billion NNM of institutional nature recorded in Centers of Excellence.

9M 2026 figures unaudited. Totals including Centers of Excellence / Reconciliation (AUM: CHF 7.5 billion).

Media Relations

Investor Relations

Vontobel 
We are an international investment management firm with Swiss roots, providing investment, advisory and solution capabilities to private and institutional clients. Headquartered in Zurich, Switzerland, we are present across 28 locations world-wide. Vontobel Holding AG shares are listed on the SIX Swiss Exchange and majority owned by the founding family. The family’s close ties to the company guarantee entrepreneurial independence, and the resulting freedom creates an obligation to assume social responsibility. As of September 30, 2026, Vontobel held CHF 255.1 billion assets under management. With our investment-led approach that focuses exclusively on the buy-side of financial markets, we think and act purely from the client’s perspective – as an investor for investors.

This includes continually rethinking how to empower investors – something we have engaged in for over 100 years. Harnessing the power of technology allows us to deploy our investment expertise across multiple platforms and ecosystems, while aiming to offer an individualized and high-quality client experience. Our conviction that successful investing begins with the assumption of personal responsibility means we focus on empowering employees to unlock their potential, take ownership of their work, and bring opportunities to life. We continuously scrutinize our achievements as we strive to exceed the expectations of our clients.
 
Legal information  
This press release is provided purely for informational purposes and is expressly not directed at persons whose nationality or place of residence prohibits access to such information on account of existing legislation. The information and views contained in it do not constitute a request, offer, or recommendation to use a service, to buy or sell investment instruments, or to conduct other transactions. Forward-looking statements, by their nature, involve general and specific risks and uncertainties. It should be noted that there is a risk that forecasts, predictions, projections, and results described or implied in forward-looking statements may not prove to be correct.

Published on 29.10.2026 CET

Share

Share