Commitment to our clients

“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. We are passionately committed to your plans and create opportunities to bring you forward.”

Georg Schubiger, Head Wealth Management

image

  

  

  

Your benefits at a glance

  

Advantages of Vontobel Wealth Management

Services that are a perfect fit

We offer you a wealth of different mandate types – be it as discretionary mandates or as advisory service mandates or additional services that can also be combined. These services include various financing solutions as well as financial planning and consulting.

Vontobel_Client-Onboarding_RGB_white.png

Personal Relationship Manager

You, your wishes and goals are our number one priority. We attach great importance to continuity and long-term sustainability in our business relationships. That is why it is our special concern that your Relationship Manager remains your personal and competent contact person over a span of many years.

 

image95qhw.png

Sustainable investment solutions

Our sustainable solutions enable you to align your investment decisions with your personal values. By taking advantage of the options we offer, you are also promoting companies that over the long term have demonstrated exemplary sustainability practices, while at the same time reducing the risks in your portfolio.

  

  

  

Our advisory approach

  

Your situation

Taking into account your values and ideas. Analyzing your assets and liabilities as well as your professional and family situation.

 

Your plans and goals

Weighing and prioritizing your most important future plans and goals.

Your investment strategy

Summarizing the right strategy to achieve your goals. Clarifying your risk capacity and risk tolerance as well as your experience with financial products.
 

Your orientation

Completing the overall picture and determining the next steps.

  

  

Our services at a glance

  

  

Investing
image

Find the investment solution that is right for you

As a private client, you benefit from our comprehensive range of investment products and solutions.

- Vontobel 3α Investment Philosophy®
- Sustainable investing
- Wealth management
- Investment advice

Find out more

 

image

Make your dreams come true with our financing solutions

Use our flexible financing solutions to give yourself financial leeway, and make your dreams come true.

- Lombard financing

Find out more

 

 

  

  

  

Vontobel Wealth Management – fees and conditions

Find out more about our services and what they are worth.

Download now

 

  

  

image

Investor protection and transparency

As a company built on foresight, personal responsibility and ownership, we understand that asset and client protection, as well as increased transparency, are core guiding principles in a business relationship. Principles that will allow both parties – you, as our client, and Vontobel as your service and solution provider – to better master future complexity.

For further details regarding the topics of investor protection and transparency in the framework of the European Markets in Financial Instruments Directive (MiFID) and our brochure “Information on Investor Protection” we refer you to our respective information page.

Find out more

  

  

Even the smallest undertaking starts with a conversation

 
smartphone icon  

Give us a call:
+49 89 411 890 0

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

Contact by Bank Vontobel Europe AG in Germany

Open contact form to request a callback or an appointment.
 

Contact by Bank Vontobel AG in Switzerland

Open contact form to request a callback or an appointment.