Vontobel completes acquisition of client book from IHAG Privatbank

• Vontobel completed the acquisition of IHAG’s client book.

The acquisition of IHAG’s client book, announced on September 19, 2024, strengthens Vontobel’s presence in the DACH region. IHAG clients have been integrated in Vontobel’s Private Clients segment, benefiting from Vontobel’s extensive global investment expertise, professional advice, and digital capabilities.

The transaction has a positive impact on Vontobel’s group net profit from day one and was financed out of Vontobel’s existing capital. Further details of the acquisition are subject to confidentiality agreements and will not be disclosed.

Vontobel

A global investment house with Swiss roots, we offer investment and advisory solutions to private and institutional clients. Our head office is in Zurich and we are represented in 28 locations worldwide. The shares of Vontobel Holding AG are listed on the SIX Swiss Exchange and are majority-owned by the founding family. The family's close ties to the company guarantee entrepreneurial independence, and the resulting freedom is also an obligation to fulfill our responsibility to society. As of September 30, 2024, Vontobel held CHF 227.6 billion of 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 keeping our finger on the pulse to provide our investors with the best solutions - something we have been committed to for over 100 years. We harness the power of technology to multiply our investment expertise across platforms and ecosystems and deliver high-quality, personalized client experiences. Because for us, successful investing starts with taking personal responsibility. This means that we want to empower our employees so that they can realize their potential, act independently and open up new perspectives. We constantly question what we have achieved because we strive to exceed our customers' expectations.

Legal information

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