Holistic service offering focused on entrepreneurs and sophisticated clients

Capital Advisory offers a broad range of financial advisory services for entrepreneurs, family offices, and semi-institutional clients. We support our clients with tailored advisory services, including succession planning, M&A, equity services, debt services, as well as real estate brokerage services.

We operate across industries and benefits from specific industry know-how of Vontobel’s in-house equity research. Our longstanding experience with more than 300 completed transactions over the last 10 years allows us to structure customized solutions according to your individual needs and requirements.

We support our clients throughout their entrepreneurial journey from finding external growth financing to structuring their business succession to preserving their wealth after a successful company sale. We create value along every step and always safeguard our clients’ interests.

  



  

Succession planning and M&A

Equity services

Debt services

Real Estate

Tailor-made services related to entrepreneurial succession solutions as well as expert advice on corporate transactions, including the execution of company sales and mergers & acquisitions.

Assisting entrepreneurs in raising equity capital as well as structuring and executing share placements.

Optimizing our clients’ capital structure and providing access to public and private debt financing through Vontobel’s digital cosmofunding platform, mortgages as well as Lombard loans.

Real estate advisory and finance services, covering the sale and purchase of real estate properties as well as equity and debt financing solutions.

learn more

learn more

learn more learn more

 

  

  

image
“Our ambition is to support entrepreneurs with our expertise in structuring and executing corporate finance transactions as well as use our broad network and longstanding track record to act as a trusted sparring partner.”

Alain Jenny - Head Capital Advisory

  

  

image

Succession planning and M&A

Capital Advisory supports entrepreneurs during the complex and time-consuming succession planning process and provides advisory services for all types of corporate transactions. We offer customized assistance and continuously support you along your personal and corporate journey. Our expertise covers all stages of the succession process:

  • Fundamental assessment of your situation
  • Evaluation and selection of successor types
  • Process preparation and execution

We holistically evaluate your personal situation and support you in the decision-making process around the key areas of ownership, management, and wealth allocation, which altogether define the ideal succession solution.

Additionally, we provide expert advice on mergers & acquisitions, business plan valuations, and defense strategies. Our broad access to investors, including strategic buyers and sellers, private equity funds, and private investors, forms the basis for the successful identification of suitable targets and execution of your projects.

Contact us

  

image

Equity services

The Capital Advisory team offers advisory services related to all potential forms of equity financing (e.g., capital increase, restructuring, and share repurchase). With our experience and longstanding track record, we facilitate the access to equity markets to fund the entrepreneurs’ strategic objectives. We not only provide capital structure advice for firms, but also support individuals in the management of larger equity stakes including bespoke derivative strategies. Moreover, we are a trusted and experienced partner providing advice for companies contemplating an initial public offering (IPO).

Contact us

  

image

Yes, I am interested in Capital Advisory services

Have you got a financial advisory topic you would like to discuss? Are you looking for a sophisticated solution where expertise and access to our network would address your needs?

+41 58 283 58 10 Contact form

  

image

Debt services

Capital Advisory helps entrepreneurs access debt markets and define the optimal capital structure for their firm. Vontobel’s digital cosmofunding platform provides debt issuers with a highly efficient solution for public and private debt featuring low transaction costs, cost transparency, and a shortened time-to-market.

Additionally, our experts provide traditional fixed and floating rate mortgage loans for residential or mixed-use investment properties in Switzerland as well as Lombard loans which are backed by a client’s portfolio to secure short- to medium-term liquidity requirements.

Contact us

  

image

Real Estate

Capital Advisory provides real estate financing services and advises on the sale and purchase of larger real estate properties. Our deep market understanding, supported by Vontobel’s in-house equity research covering all relevant publicly listed real estate firms in Switzerland, enables the successful completion of various types of real estate transactions. In addition, we have gained experience across all forms of equity and debt financing solutions and are able to act as sparring partner to you and your firm.

Contact us

  

  

Get in Touch

  

  

Discover related topics

  

Financing solutions

With the flexible financing solutions from Vontobel, you can create freedom for financial maneuver.

Our financing solutions

Cosmofunding

Cosmofunding connects entities seeking funding with investors efficiently and directly.

Our financing solutions

  

Pension planning

We support and advise you on all aspects of pension planning, so you can enjoy every phase of your life.

Our pension planning solutions

Charitable foundations

When it comes to establishing and managing charitable foundations, we have an exceptional track record.

Charitable foundations

  

Tailor-made solutions are best discussed in person

No matter your query, we'll get back to you.

  

  • Legal notice

    The data transmitted to Vontobel using this form are sent encrypted via the Internet. However, the possibility of unauthorized third parties accessing the transmitted data, particularly using malware on the computer, cannot fully be excluded. If you are using this form to send confidential data (e.g. your account number), you accept the risk of disclosure of your banking relationship and bank account information to third parties and you release Vontobel from any and all liability for damages incurred as a result of the use of this form, to the extent that such release is permitted by the law.

    By providing your phone number and/or email address, you declare your express consent to Vontobel contacting you by phone and/or unsecured email. The personal data provided by you are used and stored to handle and process your inquiry and in order for us to perform our contractual duties in connection with the services chosen by you. The personal data may be processed on behalf of Vontobel by a subcontractor engaged by Vontobel, including outside your own or Vontobel’s location. Your personal data are processed and stored for the duration of our business relationship. In addition, we are subject to a number of duties to retain and document. Finally, the duration of storage is also determined by the statutory limitation periods.

    Please note that the use of email and electronic means of communication involves significant risks, such as lack of confidentiality, possible manipulation of contents or sender, dispatch to the wrong recipient, viruses, etc. Vontobel does not accept any responsibility for damages in connection with the use of emails and electronic means of communication. Vontobel therefore also recommends that you do not send sensitive information by email, that received text is not included in responses and that the email address is newly entered manually each time.

    Vontobel does not accept orders for commercial transactions such as the opening of accounts, payment or stock market orders, cancellations of orders or authorizations, blocking of credit cards, changes of address etc. via this form. Please contact your branch or your relationship manager with regard to such transactions.

    The information and/or documents offered on this website represent marketing material pursuant to Art. 68 of the Swiss FinSA and are provided for information purposes only. On request, further documents such as the basic information sheet or the prospectus are available free of charge whenever you wish. The products, services, information, and/or documents offered on this website may not be accessible to individuals domiciled in certain countries. Please note the applicable sales restrictions of the respective products or services.

    Not all products are available in all countries.



    Bank Vontobel AG
    General Counsel
    Gotthardstrasse 43
    CH-8022 Zürich

    Terms and Conditions of Use
    Privacy Policy

 

*

Información obligatoria