Vontobel Swiss Wealth Advisors Opens New York Office

Vontobel Holding AG today announced that Vontobel Swiss Wealth Advisors, an independent legal entity that is part of Vontobel Wealth Management, one of Switzerland’s largest private wealth managers, has opened an office in New York.

Vontobel Swiss Wealth Advisors, headquartered in Zurich, Switzerland, provides internationally diversified wealth management solutions to investors in the United States and Canada. The firm began servicing US investors out of Switzerland in 2010 and, in 2013, opened its Dallas, Texas office. In 2013 the second Swiss office was opened in Geneva.

Vontobel Swiss Wealth Advisors aims to be an exclusive and sustainable financial partner to clients, offering unrivalled investment expertise and the benefits of a multi-currency platform. It provides internationally diversified wealth management solutions to North American clients with the qualities that make Switzerland’s financial center legendary around the world, such as service excellence, global reach and innovation.

“Since opening our doors, we have quickly established ourselves as a leading Swiss-based private wealth manager for US clients,” said Deepak Soni, Chief Executive Officer of Vontobel Swiss Wealth Advisors. “The New York location is an important milestone in our growth strategy, and ensures a growing base of US and Canadian investors can access our highly experienced team of advisors and tailored investment solutions.”

Vontobel Swiss Wealth Advisors is a registered Investment Advisor with the Securities and Exchange Commission and is an Exempt International Advisor in the provinces of Alberta, British Columbia, Ontario and Québec.

Note to Editors:

Peter Little

Peter Little has 22 years of experience in the financial services industry. Mr. Little serves as Senior Wealth Management Advisor and Head of VSWA’s New York office as from the end of March 2017. From May 2015 until joining VSWA, he worked as Director of International Strategy at LLBH Private Wealth Management, LLC. Prior thereto, he worked at Royal Bank of Canada (RBC), first at RBC (Caribbean) Corporation, as Senior Manager, Institutional Investments (June 2005 to (September 2011) and later as Regional Senior Wealth Manager – Corporate and Institutional Services (September 2011 to July 2013), and then moved to RBC in New York, working as Senior Portfolio Manager within the Private Client Group (July 2013 to April 2015). Before joining RBC, Mr. Little worked at Zurmont Consulting Corporation of Canada Ltd. in Montreal, first as Assistant Portfolio Manager (March 1994 to June 1996), then as Assistant Vice-President (June 1996 to July 2001) and finally as Vice-President, Portfolio Manager (July 2001 to May 2005), with responsibility for managing the operations of the Montreal office.

Urs Weber

Has over 25 years of experience in the wealth and investment management business. He joined VSWA as an Executive Director in October 2016 and serves as a Wealth Management Advisor at VSWA’s New York office. Prior to joining VSWA, he worked as an Investment Advisor and Relationship Manager at Cornerstone Capital Group, New York, from January 2015 to April 2016 and was a registered representative with Strategic Marketing Solutions Ltd., LLC, from February 2016 to April 2016. Before his employment at Cornerstone Capital and Strategic Marketing Solutions, he worked from May 2013 to April 2014 as an Investment Advisor and Product Specialist at TD Bank, N.A. Further, he was a Vice President for Equity Strategy Research Product Sales at State Street Global Markets in New York from October 2010 to January 2013 and, from September 2002 through May 2009, worked as a Portfolio, Relationship & Product Manager in Global Wealth Management at UBS AG in New York. Previous professional experience prior to September 2002 includes employment at ABN Amro-LaSalle Bank in Chicago and New York as a Portfolio / Relationship Manager (1991 – 2002) and as a Portfolio Manager in International Private Banking at Chase Manhattan Bank from 1989 to 1991.

Franck Litzler

Franck Litzler has over 10 years of wealth management experience. Franck has been a Wealth Management Advisor for VSWA since May 2017, with the rank of Associate Director. From August 2014 through April 2017, Franck was a Client Advisor with JPMorgan Private Bank in New York, where he had been recruited in 2013 while completing his M.B.A. From October 2008 to July 2012, Franck was a Wealth Management Advisor in the Singapore Branch of Julius Baer Group. Franck started his career in May 2007 as part of the Graduate Rotational Program of Julius Baer Group, based in Zurich and rotating in Singapore. During his studies in Paris, from March 2006 to August 2006, Franck interned at Société Générale Private Banking.

Contact

Vontobel Media Relations

Peter Dietlmaier    +41 58 283 59 30

Rebeca Garcia     +41 58 283 76 69

Vontobel

Vontobel’s mission is to protect and build the wealth our clients have entrusted to us over the long term. Specializing in active asset management and tailor-made investment solutions, we provide responsible and forward-looking advice. In doing so, we are committed to Swiss quality and performance standards. With their good name, our owner families have stood by these principles for generations. As of 31 December 2016, Vontobel Group held over CHF 195 billion of client assets. Around 1,700 employees worldwide provide first-rate, customized services for clients with an international focus. The registered shares of Vontobel Holding AG are listed on the SIX Swiss Exchange. The Vontobel families and the Vontobel Foundation hold the majority of shares and votes in the company. www.vontobeladvisors.com

Legal information This press release is intended solely for information purposes. The information and views contained in it do not constitute a request, offer or recommendation to use a service, to buy or sell investment instruments or to conduct other transactions. By their very nature, forward-looking statements involve inherent risks and uncertainties, both general and specific, and risks exist that predictions, forecasts, projections and other outcomes described or implied in forward-looking statements will not be achieved.