Investor Relations

Vontobel empowers investors to build better futures

At Vontobel, all our clients have one thing in common: they come to us for active investment solutions.

Our multi-boutique structure enables us to offer distinct and independent options spanning equities, fixed income and multi asset. A leader in financial products, we provide access to expertise in structured solutions.

We also offer a variety of wealth planning services. We firmly believe that bringing all of these different aspects of investing together in one investment firm has made Vontobel a clear choice for investors worldwide.

A globally active financial expert with Swiss roots

Vontobel provides service and advice based on in-depth worldwide investment expertise to private clients, institutional investors, and financial market intermediaries in the domestic Swiss market and key international markets.

We leverage technology to deliver high-quality, tailored client solutions. We are positioned as a buy-side investment company, operating exclusively on the side of investment clients.

We are a family-oriented organization to this day through a majority shareholding and haven been listed on the SIX Swiss Exchange since 1986.
 

A client-centric investment firm

Our advisory expertise is provided through the specialized Client Units Asset Management, Wealth Management and Digital Investing. Relationship Managers within the Client Units can concentrate fully on meeting the wishes and needs of our clients.

Asset Management focuses primarily on institutional clients such as pension funds, insurance companies and sovereign wealth funds, as well as third-party banks in the wholesale fund business.

Wealth Management serves wealthy private clients and External Asset Managers (EAMs). This allows clients with complex international asset structures to benefit from the advisory services used by institutional clients.

Digital Investing focuses on investment solutions for private investors, either directly or via ecosystems, and it also concentrates on the end-clients business with structured products.

All Client Units have full access to our investment and solutions expertise within our Centers of Excellence including Investments and Structured Solutions & Treasury.
 

Our Lighthouse Ambition 2030 and Priorities 2023 – 2024

As a long-term oriented investment firm, we have set our Lighthouse Ambition 2030: “By 2030, Vontobel will be known as one the leading and most trusted global investment firms.”

The firm operates towards the clear long-term vision in two-year sprints with concrete targets and business plans. For the Period 2023 – 2024 the Board of Directors and the Executive Committee defined four Strategic priorities as outlined below.

  

  

Vontobel has ambitious mid-term targets

Building on these strategic priorities, the Board of Directors and the Executive Committee have extended the ambitious through-the-cycle targets for growth, profitability, capital and dividends to 2024.

In specific terms, this means Vontobel wants to:

• Outgrow the market in all core activities with top-line growth and net new money growth of 4 to 6 percent per annum
• Generate a higher return on equity of more than 14 percent, clearly exceeding the cost of capital; achieve a cost / income ratio of less than 72 percent
• Maintain a very strong capital position with a CET1 capital ratio of more than 12 percent and a total capital ratio of more than 16 percent
• Distribute profits not used for organic growth and M&A to shareholders, with a target payout ratio of more than 50 percent for shareholders