Impact on Investors: current topics from an investor’s point of view

The global financial markets reflect what moves society, whether in economics, politics or technology. Financial markets often even anticipate events. As a global investment company, we analyze trends and are quick to develop investment ideas for our clients.

“Impact on Investors” monitors current developments and top topics. Stay up to date with our insights and background analyses, and join the discussion via live stream sessions.

Vontobel partners with the Financial Times

Vontobel is now a proud partner of the Moral Money Forum – a Financial Times initiative to engage and inform its audiences on the ESG revolution in business and finance.

Portrait shot of Dan Scott, chief investment officer (CIO) at Vontobel Wealth Management and former on-air host for CNBC

CIO Update, Geopolitics, Insights, Videos 05/12/2022 da Dan Scott

A weaker economy—bad for the stock markets?

Monthly CIO update December: A recession is becoming increasingly apparent. This also means a weakening of inflation and an end to interest rate hikes. This is not necessarily negative for the markets.

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CIO Update, Geopolitics, Insights, Videos 07/11/2022 da Dan Scott

After a good month, what happens next?

Monthly CIO update November: The reporting season and softer rhetoric from the US Fed provide good news for the stock market. A bear market rally is possible. We are leaving our portfolio unchanged this month.

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Voluntary purchases into the pension fund (2nd pillar) are considered an attractive option to save taxes

Insights, Videos, Wealth & Pension Planning 25/11/2022

Buying into the pension fund: 5-point check

Many employed persons have gaps in contributions and may want to buy into their pension funds voluntarily. Is it worth it? We show you what you should be looking out for.

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Big cargo ship on the high seas: Dividends can provide investors with a fairly reliable cash flow in uncertain times

Geopolitics, Geopolitics, Insights, Perspectives 2022, Videos 20/09/2022

I meriti dei dividendi in tempi incerti

In tempi di incertezza, quando le plusvalenze sono basse o addirittura si trasformano in perdite, la distribuzione di dividendi da parte di una società può rappresentare una preziosa fonte di reddito. Scoprite come valutare i meriti dei dividendi comprendendo le scelte delle società in materia di distribuzione dei dividendi.

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CIO Update, Geopolitics, Insights, Videos 04/10/2022 da Dan Scott

Inflation: good and bad news

Monthly CIO update October: Besides some bad inflation figures, there is also a good outlook. In particular, we think that the peak has now been reached, which is why we are slightly overweight in equities.

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A high-net-worth foreigner, moving to Switzerland for the first time: how to be taxed on a lump-sum basis in Switzerland

Videos, Wealth & Pension Planning 28/09/2022

Lump-sum taxation in Switzerland – an option for you?

What requirements do you have to meet in order for the doors to “expenditure-based taxation” to open for you? Find out what factors are relevant beyond just your asset base, and which ones will influence your tax bill.

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