A businessman is talking on the phone and pushing his bicycle. The wealth management services of Vontobel: More than private banking.

Individuals and families

Wealth management services

As an international investment management firm with Swiss roots, we help you put your financial capital to work and aim to grow it for future generations. Whether you seek advice or a tailored solution to manage your assets: With our wealth management services we actively support you—in Switzerland and internationally. Scroll down to start your journey with us.


More than «Private Banking»

What began in 1924 with the trading of securities has since developed into a tailored asset management service in which our clients always take center stage. Whether this means supervising discretionary mandates or assisting with individual investment advice. We maintain personal relationships with many of our clients and look after their assets for decades – sometimes across generations.




Discover our services

You, your wishes and goals are our number one priority. We attach great importance to continuity and long-term sustainability in our business relationships.

How we look after you

We look after your assets actively and proactively — for generations. We pursue a holistic approach, monitoring the markets precisely, anticipating trends and opportunities, and developing individual solutions.

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ESG Advisory

Today, investors’ goals and the world’s need for action—the big picture—are clearer than ever. And the answer to the question “Why sustainability?” has not been this unanimous since the early 90s.

Even the smallest undertaking starts with a conversation

Give us a call

Monday through Friday, 8 a.m. to 6 p.m.

Personal consulting

Fill out the contact form to request a callback or an appointment.

Contact form

We are committed to providing you with personal service. We will be pleased to respond to your questions or concerns in person. Please simply use the form below to contact us.


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