Leading digital platform for private clients has been extended and can now be used by all clients, worldwide and on all devices

Beginning now, clients can use Vontobel Mobile Private Banking worldwide, whether they are at home or on the road, and they will also benefit from several new functionalities. This digital platform supports Vontobel’s goal of exporting Swiss portfolio management services in an innovative way into the entire world.

 

With the digital advisory platform Vontobel Mobile Private Banking, private clients have easy access to their portfolios and accounts. Independent of time and place, they can consult portfolio analyses, investment ideas, and current videos made by our experts. In addition, they have access to the comprehensive, award-winning research of Vontobel Investment Banking, and with the trading function they can buy or sell securities anytime, from anywhere. A secure and encrypted chat feature is also provided, giving clients an additional means of communication for getting in touch with their personal relationship manager – around the clock and via a secure channel.

 

Replacing Vontobel’s existing e-banking platform, Vontobel Mobile Private Banking can now also be used on desktop and laptop computers. Now that this new system has taken the place of the previous one, all clients can use Vontobel Mobile Private Banking anytime and worldwide, regardless of the device they use and where they are domiciled. The look and feel of the “tile” design and its user-friendly navigation remain unchanged. At the same time, all clients will receive access to additional functionalities and information. Transfers between accounts are now possible, as well as the creation of e-documents such as individual wealth and transaction reports. And via the system, clients will now be informed electronically of upcoming maturities of invested assets, for example.

 

As one of the first wealth managers, Vontobel Private Banking offers clients worldwide a platform with wide-ranging functions, information and an additional secure channel of contact with their personal relationship manager. “We see ourselves as an innovative exporter of Swiss wealth management services,” says Georg Schubiger, Head of Vontobel Private Banking. “That is why we are proud to be moving ahead so rapidly with the development of this unique, innovative platform. In a targeted way, we are putting technology to use as an ideal complement to the advisory services we provide in person. It allows us to continuously improve our client service.”

 

 

Vontobel

Vontobel’s mission is to protect and build the wealth our clients have entrusted to us over the long term. Specializing in active asset management and tailor-made investment solutions, we provide responsible and forward-looking advice. In doing so, we are committed to Swiss quality and performance standards. With their good name, our owner families have stood by these principles for generations. As of 30 June 2016, Vontobel held around CHF 180 billion of client assets. Over 1,500 employees worldwide provide first-rate, customized services for clients with an international focus. The registered shares of Vontobel Holding AG are listed on the SIX Swiss Exchange. The Vontobel families and the Vontobel Foundation hold the majority of shares and votes in the company. www.vontobel.com

 

Legal information This document is for information purposes only and does not constitute an offer of any kind. The services described in the document are supplied under the agreement signed with the service recipient. The nature, scope and prices of services and products may vary from one country to another and may change without notice at any time. Certain services and products are not available worldwide or from all companies of Vontobel. In addition, they may be subject to legal restrictions in certain countries.