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Grow your wealth

Investing with expert guidance

Even experienced investors make mistakes. Find out what investment mistakes you may be making and how to avoid them.

Book a consultation

Many different factors can influence your decision making. This is why an exchange with experts is so valuable. As sparring partners, they can help you look beyond the edge of your own portfolio.

Our experts...

  • help you to align your investments exactly with your financial goals.
  • ensure that your return potential is not diminished by unnecessary mistakes.
  • recognize investment opportunities early and can limit possible losses.
  • guide you through crises and uncertain markets with years of experience.

It all starts with a personal conversation

Give us a call

Monday through Friday, 8 a.m. to 6 p.m.
+41 58 283 60 05

Personal consulting

Fill out the contact form to request a callback or an appointment.
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Stay ahead with our monthly Investors’ Outlook

Investors’ Outlook: Budding hope   

A blizzard of macro data swept through markets in March, with investors combing through the flurry. But amid the thawing investment landscape, China’s economic narrative revealed small but hopeful glimmers of progress. Find out why and unearth insights into the current state of the Eurozone economy and the blooming stock market.  

  • While it has become commonplace to label China as “uninvestable”, for long-term investors to shun and disregard the potential of what will soon be the world’s largest economy – even at current growth rates – is not a feasible strategy in our view.
  • Stock markets have continued to soar to new heights; equity allocations have increased amid bullish investor sentiment. Is the rally based on irrationality? We don’t think so.
  • The timing of interest-rate cuts remains the talk of the town. Considering stubborn service price inflation, central banks may start to cut a bit later and less than previously thought – but more than what’s currently priced in.  

    Download Investors' Outlook

 

Investor's Outlook April from Vontobel - Cover PDF with eggs from which chicks hatch

With our investment philosophy you benefit directly from our know-how.

Through active management we secure sources of return for you

The Vontobel 3α pyramid: flexibility at three levels

 

3rd alpha

Targeted selection, for example of individual equities. We add short-term opportunities to the portfolio and take advantage of the fact that the capital markets sometimes react strongly to news.

 

2nd alpha

Investments with high conviction. This includes economic changes such as macro- and megatrends. For equity investments, our long-term conviction lies in our “Global Quality Achievers” model, which focuses on the substance of a company.

 

1st alpha

A robust and broadly diversified portfolio is the foundation to be able to realize a value increase in the long-term. We rely on active management here as well.

To Vontobel 3α Investment Philosophy®

What else we can offer you:

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Megatrends

Don’t be taken by surprise by trends that were foreseeable. Instead, integrate trends into your portfolio using a systematic approach.

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Sustainable investment

Your personal values determine your investment decisions.

A man shakes his fist at a robot, symbolizing Vontobel's thematic investments, such as technology.

Thematic Investing

Identification with themes such as climate change, sustainable energies and Environmental, Social, Governance (ESG) solutions is now a significant trend. For many of us, modern technology has become an integral part of everyday life. Thematic investing in these fields is increasingly attractive and offers investors an opportunity to invest in future-oriented themes.

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