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Presentation of Vontobel’s half-year 2018 results

Watch the webcast of the half-year 2018 results press conference (27 July 2018).

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Vontobel Holding AG
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Vontobel is very well positioned in a global growth industry

The wealth and asset management industry is expanding globally due to continued wealth creation that is driven by positive savings rates and long-term capital appreciation. The attractive growth of the industry far exceeds GDP growth.

As a globally active financial expert with Swiss roots, Vontobel specializes in wealth management, active asset management and investment solutions. We are driven by the power of possibility and we consistently strive to be successful in all that we do. We master what we do – and we only do what we master. This is how we help our clients to get ahead. The numerous awards we have received from renowned institutions are a reflection of our outstanding product and service offering.

Vontobel is client focused and aims to achieve above-market growth

Today, we have a strong presence in our Swiss home market and we are rapidly growing our footprint in international markets. 60% of our advised client assets comes from international clients. Our goal is to continue achieving above-market growth in the future and to gain further market share in our three core activities. This requires targeted investments in our business models. In Combined Wealth Management, we aspire to become the leading Swiss provider with our offering that is tailored to the specific needs of Swiss and international clients. We are also continuously expanding our team of first-class relationship managers. In Asset Management, we want to gain additional market share based on our positioning as a high-conviction asset manager, our excellent product range and our global distribution network. In Financial Products, our high level of innovation as well as our technology and cost leadership provide us with very strong foundations for the further global expansion of our business. Across all our core activities, we are using the benefits of digitization to offer an improved client experience and to enhance the effectiveness and efficiency of service delivery.
 

Vontobel assumes its corporate responsibility

Vontobel’s commitment to operating responsibly has been enshrined in our corporate culture ever since our company was founded. We assign importance to various aspects of sustainability: Vontobel has published a comprehensive Sustainability Report each year since 2006 and we have been climate neutral since 2009. Vontobel signed the UN Principles for Responsible Investment (UN PRI) in 2010 and joined the UN Global Compact in 2017. Renowned rating agencies such as MSCI, CDP and Sustainalytics have assigned Vontobel above-average sustainability ratings. In 2017, Swisscanto Invest named Vontobel the most sustainable Swiss financial services provider. We also offer our clients sustainable investment solutions. This area has experienced significant growth in recent years and Vontobel has established a strong market position: We currently manage more than CHF 15 billion of sustainable investments.

UN Principles for Responsible Investment (UN PRI) and UN Global Compact

Vontobel demonstrates strong financial discipline

Vontobel is positioned as a globally active financial expert with a capital-light business model. Our capital base consists exclusively of common equity and significantly exceeds regulatory requirements. Since 2003, Vontobel has generated an average return on equity of 12% and has provided an attractive dividend yield for shareholders thanks to a generous payout ratio. Annual dividend payouts since 2003 total more than CHF 1.4 billion. The stability of our business model was also particularly evident during the last financial crisis, when there was no dilution of our shareholders.

Vontobel has ambitious targets for 2020

Our business philosophy and actions are focused on the sustainable creation of value for our clients and shareholders. Our targets are in line with our strategy and include the achievement of growth, attractive profitability, a solid capital position and a generous payout ratio. In specific terms, our growth strategy should deliver annual top-line growth and net new money growth of 4–6%. Here, the emphasis is on profitable growth, i.e. the return on equity should exceed 14% and the cost/income ratio should be less than 72%. Our solid capital base is a source of security for our clients. Our CET1 capital ratio should always meet our self-imposed target of more than 12% and the total capital ratio should be more than 16%. In addition, we plan to regularly distribute more than 50% of our net profit to shareholders, underscoring the shareholder-friendly nature of our targets.

  

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