A paraglider is flying through the Swiss mountain landscape.

Rediscover Swissness

The Swiss investment landscape like you have never seen before

Discover Swiss investments off the beaten path: hidden champions and well-known names. Small- & mid-caps and large-caps. Bonds and equities.

Investing in Switzerland: benefits, values, prospects

Nestlé, Novartis, Roche—the big names always lead the charge in reports on Swiss investments, but the Swiss investment landscape is far more diverse than a quick glance at the papers would have you believe.

 

Large Swiss global corporations are joined by traditional medium-sized companies and innovative disruptors. Swiss equities are complemented by Swiss corporate bonds. All these share a virtue with attractive properties for investors: their “Swissness”.

The benefits of Swiss investments


Global footprint


Swiss companies are globally diverse. Switzerland’s economic output is primarily dependent on exports. Only a small percentage is generated on the domestic market.


Strong currency


The Swiss franc is regarded as a “safe haven”. It has steadily increased in value over the past few decades.


Outperformance


The Swiss stock market has performed outstandingly, compared to its counterparts around the globe, over the past 30 years. Dividends and share buybacks are attractive as a result.


Innovation


An edge in terms of quality and innovation has enabled Swiss companies to fill key global market niches.


Market leaders


Market leaders are often more profitable than the competition because of their pricing power; these include some Swiss family companies.


Sustainability


In Switzerland, there is a long tradition of paying heed to doing business the sustainable way. This duty has been anchored in the Swiss Federal Constitution since 1999.

As a globally active investment house with Swiss roots, we know the Swiss corporate landscape like few others. Find out what sets us apart in this field.

Location, location, location: Switzerland’s advantage

 

There’s nothing that makes the benefits of Swiss investments stand out as much as crisis-ridden financial markets. Their stability, innovation and sustainability make them popular with investors as soon as uncertainty or volatility start to proliferate. But these attributes are no coincidence: they are the result of decades of political continuity, especially the strong and stable Swiss franc. These four attributes characterize Switzerland’s advantage as a business location:

Political stability

Its direct democracy curbs blind actionism. This, coupled with a reliable legal system, lays the ideal groundwork for businesses.

Pro-business stance

Moderate taxation, a flexible labor market and a highly educated, skilled workforce make Switzerland competitive on an international scale.

Strong currency

As a strong currency and “safe haven”, the Swiss franc offers a lot of advantages. For instance, Switzerland has experienced far lower inflation than the EU.

Low debt, low unemployment rate

Switzerland has comparatively low levels of sovereign debt and a very robust labor market—both key locational advantages, too.

 

Surprisingly, many Swiss companies have succeeded in dominating on the global market despite the strong Swiss franc— or is it precisely because of it?

The strong currency forces companies to set themselves apart early on with an edge in quality and innovation. If they master this step, they often acquire pricing clout that enables stable margins and long-term planning, even in times of crisis.

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Investing with a homefield advantage: investment solutions from Vontobel

As a globally active investment house with Swiss roots, we know the Swiss corporate landscape like few others. A claim we continually back up with numerous investment solutions and teams of experts specializing in Swiss assets.

  • Primary “bottom-up” research: we talk to the companies directly and maintain close relationships with their management.
  • We publish our own analyses, maintain our own valuation models and factor ESG criteria into our ratings as a fundamental component.
  • In Swiss equities, we cover an average of ten equities per analyst, in contrast with the usual 50–100 equities per analyst.
  • Our recommendations and price targets are used by retail banks, including three of the top ten banks in Switzerland.
  • Our experts are regularly cited in the national and international press and consulted for their appraisal.
Vontobel's location in Zurich on Bleicherweg speaks for the Swiss home advantage.

Historic stability: Vontobel

Founded in 1924, Vontobel is still majority-owned by its original founding family and their descendants. This makes it easier for us to remain independent and think long term.

We currently maintain locations in 13 countries worldwide, but our focus on Switzerland has remained firm. Even in today’s globalized economy, Vontobel offers domestic and international clients benefits and attractive investment opportunities.

A black and white photo of the original building of Bank Vontobel.
  • Sustained success
    Over the past 20 years, we’ve succeeded in gaining considerable trust on a global scale. As of the end of 2021, the assets managed by us totaled in excess of CHF 243 billion.
  • Proven stability
    Since our establishment almost 100 years ago, we’ve yet to post a single loss. Our shareholders have received a dividend every year to date.
  • Pure asset management
    Vontobel doesn’t have an investment bank. This helps us to avoid conflicts of interest during the research stage and to advise you to the best of our knowledge and conviction.

FAQ: frequently asked questions about Swiss investments

We answer the questions most frequently asked of our experts in connection with Swiss assets.

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