Bracing for headwinds
Rising US bond yields often break something on the way up
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You set the goal, and together we choose the way to get there.We provide active client asset management with the future in mind because circumstances can change. We pursue a holistic approach, monitoring the markets precisely, anticipating trends and opportunities, and developing individual solutions. This way you secure and multiply your assets far into the future and for future generations. Do you already have something specific in mind and would like help finding a solution? You will find the information that you are looking for under investments, pensions, and loans. |
Holistic wealth services, actively formulated with the future in mind.
An exclusive partner on equal terms who will challenge and inspire.
Global asset diversification, fine tuned to you as an individual.
Would you prefer to devote your time to other things in life? Benefit from our almost 100 years of professional experience, and delegate your investment decisions to our experts. Our holistic advisory consultation provides you with the greatest possible freedom and complete transparency.
Do you advocate rapid response times and look for access to valuable sources of information when making investments? We see ourselves as your partner and source of inspiration – either in person or using our digital solutions. We help you reach a sound investment decision and benefit from a time advantage that can be crucial on the markets.
Do you want an individual solution across national borders and gives you diversification without surrendering control? Our many years of global experience form the basis for navigating and implementing a solution that is appropriate for you. Your personal relationship manager will advise you and help you choose your individual solution, based on your goals and desires.
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Vontobel Wealth
The comprehensive way we look after you is based on the mix that you find best – with your Relationship Manager at your side when you want personal assistance, and digital services available around the clock.
«Insights»
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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