We make our experience and innovative strength available to you, thus creating an institutional partnership between professionals. There are no conflicts of interest. Our clearly focused services make us an ideal partner for external asset managers, placing us in the top five in the Swiss market.
Our support and offering centre on addressing your needs as an external asset manager. We adopt an independent, flexible and versatile approach, bringing together all of our expertise for you so that you can concentrate on your clients. This gives you the access you need to our specialists. Coupled with our short decision-making processes, this adds value for you and your clients.
Our relationship management teams have a wealth of experience. You have your own personal contact in charge of your relationship with Vontobel, serving as a single point of entry for accessing our specialists and expertise.
We serve as your contact and sounding board for all questions relating to investments, and they are on hand to support you throughout the investment process.
Our digital front-end systems allow you to use our fully integrated product and services platform Vontobel EAMNet. Meanwhile, Vontobel Wealth lets your clients access their portfolios at any time, no matter where they are in the world.
This includes our discretionary asset management services, which we make available to you and your clients, as well as support with regulatory matters and digital payment options for your clients.
«We are continually developing the range of personal and digital services we can offer you.»
The largest alliance of independent wealth managers in Switzerland, with 37 members, used the occasion of its fifth anniversary to award five prizes. Vontobel was honored in the categories "End Client Servicing", "Relationship Management" and "Overall Excellence". We are delighted to receive these awards, which are both a confirmation for past achievements and a motivation to strive for more.
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