Vontobel to acquire UBS’s Swiss Financial Advisers business serving US clients seeking geographic diversification
- The transaction serves as part of Vontobel’s decade-long ongoing growth strategy in the US
- As part of Vontobel, Swiss Financial Advisers will continue to offer its US clients tailored investment solutions in a Swiss-based environment
- UBS will continue to refer its clients to Swiss Financial Advisers, responding to increasing client demand for regionally diversified strategies with a global approach