volt by Vontobel: The new investment app offering private banking-level service and personal advice
- Strategic platform: Additional driver of growth for Vontobel in the area of digital investing
- New offering for affluents in Switzerland: Investment app with private banking-level service and personal advice
- Comprehensive expertise: 300 investment experts, 90 years of experience, access to advisors
- Customized offering: Investment solutions tailored to the needs of affluents
- Unique entry point: Access to the world of Vontobel – from only CHF 25,000
Vontobel has further developed its existing platform and is launching volt by Vontobel – the first offering of its kind in the market: This investment app for the affluent client segment delivers private banking-level service combined with the option of personal advice. Affluent clients can thus access digital investment services that would otherwise only be available to very wealthy clients. Vontobel is thus establishing a category of investment apps and is driving the growth of its digital investing business.
volt by Vontobel: The strategic growth platform in Vontobel’s digital investing offering
volt by Vontobel can best be described as “Private Banking Reloaded”. The global investment firm has always been a first mover in terms of technology innovations, as is demonstrated by its pioneering digital solutions and numerous awards – but also by its annual investments in technology of around CHF 40 million.
With volt by Vontobel, the investment firm has created a category of investment apps and is opening up a new client segment in the area of digital investing. “Affluents are increasingly being overlooked by traditional wealth managers,” stated Toby Triebel, Head Digital Investing and a Member of the Global Executive Board of Vontobel. “With our hybrid approach, we are giving this target group access to digital investment services at private banking level, combined with Vontobel quality.”
volt becomes volt by Vontobel: A completely refreshed app featuring the latest technology
Affluents have so far had to rely on robo advisors or do everything themselves using self-service apps. This reflects the fact that while they have different needs to retail clients, they are all too often treated in the same way – and they do not receive the level of service they desire from wealth managers. The hybrid approach taken by volt by Vontobel brings together the best of both worlds by combining personal advice and extensive expertise with the very latest technology. The app enables clients to benefit from the knowhow of 300 investment specialists and, at the same time, gives them direct access to experienced advisors and Vontobel’s more than 90 years of investment expertise. With volt by Vontobel, clients can discover the world of Vontobel starting from a recommended minimum of CHF 25,000 of investable assets.
volt by Vontobel encompasses the extensive experience and tradition of a globally active and listed investment firm that was founded on Bahnhofstrasse in Zurich around 100 years ago and is still majority owned by the Vontobel families and the charitable Vontobel Foundation. volt by Vontobel was developed and is managed in Switzerland. Security, reliability, stability and the highest quality are its hallmarks – both in terms of its advisory offering and technology.
Since the Vontobel app Volt® was launched in 2019, Vontobel has systematically used all of the insights it has gathered in order to further develop its service offering and technology. volt by Vontobel has been completely refreshed and enhanced with significantly expanded functions:
- Personal investment advisory, whenever and however clients require it.
- Depending on their preferences, clients can choose between a ready-to-invest portfolio structured by our experts and an individually selected portfolio to meet their specific preferences and needs.
- The entire basic portfolio is ESG certified and completely sustainable (Article 8 of the EU SFDR - Sustainable Finance Disclosure Regulation).
- A fully refreshed design ensures maximum user-friendliness.
- The status program “volt access” allows clients to benefit from exclusive services and advice – including an individual financial check-up and dedicated contacts.
- Clients can add alternative investments – gold, real estate or hedge funds – to their portfolio, as is usual with professional investment strategies.
Continued expansion to create a one-stop shop for all investment needs
“An ambitious Feature Roadmap has been developed for the further development of the offering. This is how we intend to transform volt by Vontobel into a one-stop shop for all investment needs,” Toby Triebel explained.
volt by Vontobel gives clients access to global financial markets and a digital world with attractive investment opportunities through “volt invest”. With “volt 3a”, they can access a modern Pillar 3a pension solution. Clients who use volt by Vontobel were and will remain a key part of its development. Their feedback is incorporated into the ongoing enhancement of the offering. A further solution – “volt trade” – is set to be launched soon, benefiting all discerning clients.
Note to editors: Further information about volt by Vontobel can be found at: https://volt.vontobel.com
At Vontobel, we actively shape the future. We create and pursue opportunities with determination. We master what we do – and we only do what we master. This is how we get our clients ahead. As a globally active investment manager with Swiss roots, we specialize in wealth management, active asset management and investment solutions. We harness the power of technology to deliver a high-quality, individual client experience and to deploy our investment expertise across multiple platforms and ecosystems. We empower our employees to take ownership of their work and bring opportunities to life. We do so based on the conviction that successful investing begins with the assumption of personal responsibility. We continuously scrutinize our achievements as we strive to exceed the expectations of our clients. The registered shares of the Vontobel Holding AG are listed on the SIX Swiss Exchange. The Vontobel families' close ties to the company guarantee our entrepreneurial independence. We consider the resulting freedom as an obligation to also assume our social responsibility. As of December 31, 2021, Vontobel held CHF 296.8 billion of total client assets. Around the world and in our home market, we serve our clients from 26 locations.
This press release is provided purely for informational purposes and is expressly not directed at persons whose nationality or place of residence prohibits access to such information on account of existing legislation. The information and views contained in it do not constitute a request, offer, or recommendation to use a service, to buy or sell investment instruments, or to conduct other transactions. Forward-looking statements, by their nature, involve general and specific risks and uncertainties. It should be noted that there is a risk that forecasts, predictions, projections, and results described or implied in forward-looking statements may not prove to be correct.