Investment advice tailored to your particular needs. Benefit from our almost 100 years of investment expertise.

 

You would like to decide for yourself how much you want to invest when and where. But you want to benefit from the knowledge and recommendations of our analysts and investment specialists. We actively support you in investing your assets, on the basis of our jointly defined investment strategy. You will receive individual investment ideas tailored to your portfolio and goals. You also have access to the know-how and experience of our investment experts. The decision on the composition of your portfolio remains in your hands.

Our wide range of research and investment publications keeps you right up-to-date on the markets. You also benefit from automatic portfolio monitoring, enabling you to detect divergences from portfolio positions. Vontobel Wealth provides you with digital access to your portfolio, for full control of your assets at all times. You have access to your assets 24 hours a day with Vontobel Wealth.

 

  

  

Discover our advisory services

  

  

image

Vontobel Impulse

You are looking for an experienced partner with whom you can implement your investment strategy together. To do this, you want to align your portfolio for the medium to long term and also to benefit from investment ideas and recommendations based on expert know-how. 

Within Vontobel Impulse, we support you in investing your assets based on the investment strategy we have defined together. A personal Relationship Manager is at your disposal as an investment expert. The focus of the Advisory provided – as well as the investment ideas suggested – is on the orientation of your portfolio and the active recommendation of investment themes.

image

Vontobel Initiatives

You are looking for an experienced partner with whom you can actively manage your investment strategy together. You want to align your portfolio in the medium to long term and take advantage of market opportunities. Actively exchanging ideas – as well as information on individual investments – is something you value as well

Within Vontobel Initiatives, we actively support you in investing your assets based on the investment strategy we have defined together. In addition to a personal Relationship Manager, you have the opportunity to exchange views directly with our experts on capital markets and asset classes – our Investment Consultants. Their advice not only focuses on market opportunities in terms of individual securities but also on the overall orientation of your portfolio.

  

blobid5.png

Active monitoring and complete transparency

Your portfolio is continuously monitored and you benefit from active notifications in case the portfolio deviates from the specifications you have defined.

 

Vontobel_Agreement_RGB_white.png

Dual support concept

It is you who decides how you would like to be looked after: personally by your Relationship Manager, or online through our digital platform Vontobel Wealth. We offer innovative, high-quality digital solutions that can provide relevant support to the personal advice we give you. To what degree you would like to connect the one with the other depends on your preferences.

 

blobid1.png

Exclusive access to the markets

You receive individual investment ideas, tailored to your portfolio and objectives, and you can call upon the know-how and experience of our investment experts. Our wide range of research and investment publications keeps you right up-to-date on the markets.

 

  

  

Would you like to combine solutions to achieve different goals?

  

  

image

Benefit from Vontobel Compose

In the case of certain asset constellations or personal preferences, a combination of a managed solution with Investment Advisory is a sensible approach. For example, it may be important for you that your family assets are managed by us, but at the same time, you want to support meaningful projects that you are pursuing. You decide which part of your assets should be managed in one way and which part in the other way.

  

Other topics that may interest you

  

  

Discretionary mandates

You entrust us with the management of your assets, benefiting from our extensive investment expertise.

Discover our disretionary mandates

  

Pension planning

We support and advise you on all aspects of pension planning, so you can enjoy every phase of your life.

Unsere Vorsorgelösungen

Investment products

By making use of different investment products and solutions, you can achieve your financial objectives.

Our investment products

  

Sustainable investing

Your personal values determine your investment decisions.

Learn more

  

  

Even the smallest undertaking starts with a conversation

 
mobile phone icon  

Give us a call:
+41 58 283 60 05

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.