Vontobel expands Wealth Management team in Basel
- The demand for financial advice – and therefore also for active wealth and asset management – will remain strong, even after the corona crisis
- The low interest rate environment and retirement provision are topics that will continue to preoccupy our clients
On August 1, 2020, Alain Bouvrot and Matthias Eichenberger, who both previously served as Senior Relationship Managers in UBS’ Wealth Management business, will join the advisory team at Vontobel Wealth Management in Basel, which is headed by Daniel Schüpbach. Both wealth management experts have many years of experience in advising wealthy Swiss private clients and have very close professional and family ties to the Basel region.
Basel is one of a total of 13 locations in Switzerland where Vontobel has a presence. Vontobel has been serving its private and institutional clients in the region for around a decade, offering them a range of products and services and giving them access to its expertise as a globally active wealth and asset manager. As a result of its acquisition of Notenstein La Roche Privatbank AG two years ago, Vontobel strengthened its presence in Basel and moved into the former La Roche head office in Rittergasse 25. Around 35 employees from Wealth Management and Asset Management serve clients in and around Basel. They also work in partnership with external asset managers (EAMs) based in the region.
“Within our Swiss home market, Basel is one of the locations that is generating growth, and we will continue to expand our presence there on a targeted basis in the future. Going forward, the demand for financial advice – and therefore also for active wealth and asset management – will remain strong; this has not changed because of the corona crisis. After all, every crisis to date has shown that the capital market outperforms every other form of investment over the long term. In addition, the low interest rate environment and/or retirement provision are topics that will continue to preoccupy our clients. We are delighted that Alain Bouvrot and Matthias Eichenberger have agreed to join Vontobel. These two proven wealth management experts have strong ties to people in the Basel region. Vontobel is a globally active wealth and asset manager that is committed to delivering Swiss standards of quality combined with a strong local focus,” stated Daniel Schüpbach, Head of Vontobel Wealth Management in Basel.
Vontobel Wealth Management
Vontobel Wealth Management is committed to actively managing client assets with foresight across generations. We take a holistic approach, accurately monitor the markets, anticipate trends and opportunities, and develop individual solutions. This is how we create optimal conditions to increase the entrusted assets over the long term while taking controlled risks. Our action draws from almost a century of experience. Based on clear objectives agreed upon together with our clients, we constantly develop new, future-focused investment ideas. We offer specific single asset investments, integrated overall solutions as well as country-focusing or widely diversified portfolios. We provide foresighted and agile advice, and consistently implement the agreed solutions with determination. As a responsible company, we are geared to sustainability, both in the design of our investment solutions, as well as towards our clients, partners, the society and our employees. The seamless continuity of our advisory is the backbone for a long-term relationship with our clients. The personal relationship manager is at their disposal at any time and involves, if necessary, additional specialists. Furthermore, our clients decide if, when and how to take advantage of our digital services.
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.