Investing is at the core of everything we do
At Vontobel, we have always been focused on investing. What began as a brokerage in 1924 evolved into an asset manager in 1936. Today, we strive to be one of the most trusted global investment firms, with experts based in the world’s key financial hubs. We believe strongly in active investing and constantly work to deliver value and the expected pattern of performance. We master what we do, and only do what we master.
300+
investment professionals across six independent investment boutiques and other specialist teams.
20+ years
We are an ESG early mover with
over 20 years of experience.
Pure‑play buy‑side
We operate our business globally as a pure‑play buy‑side investment firm.
We listen to you
The world keeps changing rapidly. To stay ahead, companies must constantly evolve. We do this by being close to our clients. Whether you are a private investor or represent an institution, we start by understanding your individual situation, your goals and needs. You tell us how you want to work with us-whether that's through a relationship manager, digital only or hybrid. We translate our observations into real world solutions that respond to your demands and desires.
85% of clients are very or extremely satisfied.
Source: Vontobel Global 2021 Voice of Client (VoC) Study. Base: 1,549 clients.
We are committed to being responsible citizens and partnering with our clients
Our six Sustainability Commitments
1 Net-zero means achieving a balance between emissions and removals of GHGs from the atmosphere (ISO IWA 42:2022), Scope 1-3 in our own operations and Scope 1-2 in our banking book. Our commitment is aligned with the 2015 Paris Agreement goal to limit global warming to well below 2, preferably to 1.5 degrees Celsius, compared to pre-industrial levels. We will step up our efforts to reduce emissions and will neutralize residual emissions at the net-zero target year and any GHG emissions thereafter.
We believe in our people, and their diversity
At Vontobel, we have an ownership mindset. Our people are empowered to take personal responsibility in fulfilling our mission of empowering investors to build better futures.
We know that diverse thinking leads to better solutions. And we’re proud that from our Swiss roots we have grown into a modern, dynamic, multi-cultural and multi-lingual team. It’s our people, and their way of working, who underpin our competitive edge and success.
We are future-ready
Tech-enabled and data-based, we’re future-ready so that you are.
We continually rethink how to empower investors, harnessing the latest technology and artificial intelligence to better serve our clients. We’re also committed to rethinking investing itself. New technologies allow new opportunities. Data analysis can reveal insightful patterns and relationships. Our motivation is quite simple: Better investing, for now and tomorrow.
10 x
Our Data Science and Data Engineering team (Data & AI) has grown more than 10 x in less than 5 years.
CHF +45 M p.a.
We invest significantly in digital transformation: Continue investment of CHF 45M+ p.a.
100
full-stack developers, data analysts,
AI specialists and cloud engineers.
We are with you for the long haul
Our history is one of constant growth. Underpinning this long-term success: We are both family-controlled and listed.
Involvement of the Vontobel family allows us to stay the course through market turmoil, true to our strategy. Yet, as a listed company, we diligently meet strict market requirements and operate with maximum transparency.
You can count on us to master the challenges of tomorrow with the tenacity, independent thinking and solution-oriented mindset that allowed us to master those of yesterday.
Vontobel AM has risen by 11 places to rank #21 in the European Fund Brand 50 ranking since end-2016. These awards do not reflect any products or services offered in the USA.
Source: Vontobel Annual Report, December 2022
We believe our steady AuM growth is a testament to the trust our clients place in us.
