New Vontobel Wealth Management advisory office opens in Milan
Vontobel can now offer advisory services to individual clients from its new Milan office, which features state-of-the-art technology and is located at Via Santa Maria Segreta 7. Its focus is primarily on high- and ultra-high-net worth clients, wealthy families, entrepreneurs, foundations and family holding companies. By establishing a presence in this new location, Vontobel is underscoring its intention to achieve growth in its focus market of Italy.
“We are delighted that with our large team of wealth management specialists, we can now also offer our investment expertise to Italian clients at a local level. The economically powerful Northern Italy region is one of Vontobel’s European growth markets. With the appointment of Lorenzo Palleroni, Vontobel has gained a proven wealth management expert with a deep understanding of the expectations of Italian clients,” stated Georg Schubiger, Head of Wealth Management.
“The entire Milan Wealth Management team is delighted that after weeks of intense preparations, we are now able to offer Vontobel’s entire expertise as a globally active Swiss investment manager to future Italian clients. This means that our clients can access the investment knowhow of around 300 investment specialists around the world. As a listed company with a strong family shareholder base, Vontobel symbolizes financial stability and transparency. We want to achieve long-term growth with our clients, who are at the center of all that we do,” stated Lorenzo Palleroni, Head of Vontobel Milan.
In Switzerland, Vontobel is one of the leading wealth managers for individual and institutional clients. Vontobel already operates successfully in Italy with its Asset Management business and as a provider of structured product solutions.
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 March 24, 2020, Vontobel held CHF 248.1 billion of total client assets. Around the world and in our home market, we serve our clients from 26 locations.
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