Wealth management solutions for North American clients
Vontobel Swiss Wealth Advisors AG (VSWA) specializes in internationally diversified wealth management for North American investors.
Exclusive partner for specific solutions
With our modular services, we meet the specific needs and requirements of our clients in the US and Canada. As an innovative partner with extensive investment expertise, we take full advantage of the strengths of our multi-currency platform for our clients, giving them the best opportunities for global diversification.
SEC-registered
We are registered with the US Securities and Exchange Commission (SEC) as an Investment Adviser, and have the status of an "Exempt International Advisor" for the Canadian provinces of Alberta, British Columbia, Nova Scotia, Ontario and Québec.
Three locations
Vontobel Swiss Wealth Advisors AG is headquartered in Zurich, Switzerland, one of the world’s leading financial centers. We also maintain offices in Geneva and New York.