How we look after you
We look after your assets actively and proactively — for generations. We pursue a holistic approach, monitoring the markets precisely, anticipating trends and opportunities, and developing individual solutions.
Investing
As a private client, you benefit from our comprehensive range of investment products and solutions.
Wealth services
We support and advise you on all aspects of pension planning, so you can enjoy every phase of your life.
Investment philosophy
Our Vontobel 3α Investment Philosophy® is based on the conviction that by actively managing your assets, we can generate added value for you.
Your wealth. Your story.
The next chapter of your wealth management starts with a check!Carry out our wealth and pension check in just a few minutes. After analyzing your overall situation and needs, you will immediately receive an overview of your results.
Investment Outlook
Three growth paths in a multi-challenging worldFind out more about Vontobel’s baseline scenario and discover three long-term investment themes such as “financial repression”, “slowbalization” and more.
Investing in private markets: How to build a portfolio
For a long time, investing in private markets was a privilege reserved exclusively for professional and institutional investors. Now, private investors can also access the private market by investing through fund solutions.
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Tax relief for debts on properties: rules & exceptions
Do you own a property outside your canton of residence and have debts on it (e.g., a mortgage)? If so, some of the costs may be tax-deductible, depending on how your assets are allocated between the cantons.
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