The Vontobel Research Team for Swiss Equities—there for you if you want insights and analyses for Swiss equities.

Our experts analyze around 100 companies from various industries in Switzerland. They cover approximately 95 percent of the capitalization on the Swiss stock market.

The team

  • industry and finance specialists for areas such as consumer goods, banking and insurance, food, pharmaceuticals, industry, technology and real estate
  • numerous experts with extensive experience
  • committed to the interests of our clients

The analysis

  • comprehensive analysis including industry, technology, business models, strategy, management and ESG criteria, as well as general social and economic developments.

The result

  • detailed financial models, investment recommendations and price targets, as well as customized investment ideas


Disclosure on Vontobel Research

  

  

Diamond icon as a sign of Swiss equities research with respect to dividend aristocrats
Latest research: Dividend Season 2023

The earnings season is in full swing and will dominate the stock market in Switzerland well into March. Naturally, the focus is gradually shifting towards the annual general meetings (AGM) where the proposed dividends will be approved. Compared to last year’s dividend season 2022, we are in a significantly changed environment. A year ago, Swiss 10-year government bonds yielded around 0.2%, whereas now they yield 1.4%.

  • Read more

    Dividends remain important in a higher yield environment

    Of course, this development is primarily driven by inflation which almost doubled in the same period. While it could be argued that this environment will result in less upside for the stock market, we think that dividends remain core in a longer-term perspective, as they offer attractive cash returns, especially paired with share buyback programs.

    15 dividend aristocrats in Switzerland

    In Switzerland, there are 15 dividend aristocrats with a dividend increase for at least ten consecutive years. This is three more than last year. Ten out of the 15 dividend aristocrats are “buy” rated by our analysts, and three belong to our Top Pick list for 2023.

    The highest shareholder yields—including share buybacks

    Based on our analysis, Swiss companies repurchased a total amount of CHF 34 bn in 2022. This represents 3.7% of their market capitalization, making Switzerland even more attractive than Europe and the US in terms of buybacks (Europe: CHF 330 bn or 2.4%; US: CHF 800 bn or 2.2%). Out of 20 companies with an ongoing share buyback program in place, four offer a shareholder yield of more than 8% over 2022.

  • Get in touch with us to learn more…

    …and receive your personal copy of this ten-page research as well as the names of the companies and in-depth analysis

    While we’re free to provide this kind of research to our clients in Switzerland, we are requested to check domicile and investment suitability for non-clients.

    This is why we kindly ask you to get in touch with us via the contact form below.

     

    • Legal notice

      The data transmitted to Vontobel using this form are sent encrypted via the Internet. However, the possibility of unauthorized third parties accessing the transmitted data, particularly using malware on the computer, cannot fully be excluded. If you are using this form to send confidential data (e.g. your account number), you accept the risk of disclosure of your banking relationship and bank account information to third parties and you release Vontobel from any and all liability for damages incurred as a result of the use of this form, to the extent that such release is permitted by the law.

      By providing your phone number and/or email address, you declare your express consent to Vontobel contacting you by phone and/or unsecured email. The personal data provided by you are used and stored to handle and process your inquiry and in order for us to perform our contractual duties in connection with the services chosen by you. The personal data may be processed on behalf of Vontobel by a subcontractor engaged by Vontobel, including outside your own or Vontobel’s location. Your personal data are processed and stored for the duration of our business relationship. In addition, we are subject to a number of duties to retain and document. Finally, the duration of storage is also determined by the statutory limitation periods.

      Please note that the use of email and electronic means of communication involves significant risks, such as lack of confidentiality, possible manipulation of contents or sender, dispatch to the wrong recipient, viruses, etc. Vontobel does not accept any responsibility for damages in connection with the use of emails and electronic means of communication. Vontobel therefore also recommends that you do not send sensitive information by email, that received text is not included in responses and that the email address is newly entered manually each time.

      Vontobel does not accept orders for commercial transactions such as the opening of accounts, payment or stock market orders, cancellations of orders or authorizations, blocking of credit cards, changes of address etc. via this form. Please contact your branch or your relationship manager with regard to such transactions.

      The information and/or documents offered on this website represent marketing material pursuant to Art. 68 of the Swiss FinSA and are provided for information purposes only. On request, further documents such as the basic information sheet or the prospectus are available free of charge whenever you wish. The products, services, information, and/or documents offered on this website may not be accessible to individuals domiciled in certain countries. Please note the applicable sales restrictions of the respective products or services.

      Not all products and services are available in all countries.



      Bank Vontobel AG
      General Counsel
      Gotthardstrasse 43
      CH-8022 Zürich

      Terms and Conditions of Use
      Privacy Policy

     

    *

    Mandatory information

     

Your advantages—as a private investor with Vontobel Wealth Management

As a private investor at Vontobel Wealth Management, you have exclusive access to the insights and investment ideas of our research experts for Swiss equities—to the same quantitative and qualitative extent as our institutional investors.

 

 

Vontobel_Clarity_RGB_black.png

Research publications
Subscription to research publications like:

  • Morning Focus: Everything you need to know about Swiss equities before market opening
  • Company Report: Analysis of attractive companies as investment ideas including regular updates on existing ideas
  • Sector Report: Analysis of specific sectors such as consumer goods, food, banks, etc.

Icon_Kommunikation.png

Personal expertise
Your Relationship Manager can access our direct expertise on companies, sectors, or business models at any time, or bring in experts during your personal discussions.

Vontobel_Several-Persons_RGB_black.png

Access to events
You will be regularly invited to webinars, live streams, or events on various investment topics with our experts, or external speakers.

 

  

Publicly available reports from our research team:

  

Big cargo ship on the high seas: Dividends can provide investors with a fairly reliable cash flow in uncertain times

Merits of dividends in uncertain times

One of the long-term benefits associated with stocks that pay high dividends are potentially stronger returns and lower volatility. However, investing only in companies with the highest dividend yield is not a sound, long-term investment strategy. 

What should investors look out for?

  

  

  

  

  

  

Even the smallest undertaking starts with a conversation

  

mobile phone icon  

Give us a call:
+41 58 283 71 11

Monday through Friday, 8 a.m. to 6 p.m.

calendar icon  

Personal consulting

Open contact form to request a callback or an appointment.

email icon  

Request email reply

We will gladly answer your question in writing via email.