Vontobel Launches Innovative App for Certificate Investors

The app, which is the first of its kind in the German market, offers a wide range of digital services. For example, it allows investors to easily manage personal certificate portfolios and track the lifecycle and performance of investment and leverage products while on the go. Investors can also issue and immediately buy customized certificates for their portfolio right in the app. Custody account push notifications update investors on events relevant to their products as well as market opportunities from the Vontobel blog. The new app is available as a free download for Apple and Android smartphones.

Once registered, the Vontobel deritrade app helps investors set up a profile with their personal investing preferences. Based on this profile, investors receive – thanks to Vontobel’s SmartGuide technology – personalized product suggestions every day, along with all relevant product details. Investors no longer have to spend so much time and energy selecting products, but can respond more quickly to market movements. They can also see what certificates are currently popular and being actively traded within the Vontobel deritrade community. The app is integrated with the Vontobel certificate blog, which contains daily posts on investment ideas, market opportunities, product information, infographics, or video and audio podcasts.

"The Vontobel deritrade app takes our certificate universe mobile and gives smartphone users access to our world-class expertise in certificates and leverage products. Today, private investors can search for Vontobel certificates and reverse convertible bonds, find product inspiration based on their investment preferences, issue customized products, and set up a certificate portfolio that they can monitor with an extensive, personalized notification service without regard for any time or space constraints," said Roger Studer, Head of Vontobel Investment Banking. "No one has ever before launched this combination in the German market."

Details about the Vontobel deritrade app

Corporate Communications

peter.dietlmaier@vontobel.com
+41 58 283 59 30

rebeca.garcia@vontobel.com
+41 58 283 76 69

Investor Relations

michele.schnyder@vontobel.com
+41 58 283 76 97

susanne.borer@vontobel.com
+41 58 283 73 29

Vontobel
At Vontobel, we actively shape the future. We create and pursue opportunities with determination. We master what we do – and we only do what we master. This is how we get our clients ahead. As a globally operating financial expert with Swiss roots, we specialize in wealth management, active asset management and investment solutions. We empower our colleagues to take ownership of their work and bring opportunities to life. Because we are convinced that successful investing starts with assuming personal responsibility. We relentlessly question the achieved, striving to exceed the goals and expectations of our clients. The registered shares of the Vontobel Holding AG are listed on the SIX Swiss Exchange. The Vontobel families’ close ties to the company guarantee our entrepreneurial independence. We consider the resulting freedom an obligation to assume social responsibility as well. As of June 30, 2018, Vontobel held around CHF 254 billion of client assets. Throughout our 26 offices worldwide more than 1,700 employees service our clients.

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