Vontobel Asset Management transitions front-to-back investment servicing to State Street AlphaSM

The agreement represents a new strategic partnership between State Street and Vontobel Asset Management, an active asset manager with global reach and a multi-boutique approach with more than CHF 120 billion in assets under management (AUM). For Vontobel, it creates additional growth capacity while building out investment service excellence for its investment boutiques that actively manage assets for the clients of the investment house globally.

“We are delighted with Vontobel Asset Management becoming an important European client for State Street Alpha,” said Jörg Ambrosius, head of Europe, Middle East and Africa, State Street. “Our platform integrates and streamlines the investment process to deliver efficiencies, insights, speed and execution that support asset managers across every aspect of their investment lifecycle. By leveraging the platform’s open infrastructure, Vontobel Asset Management can streamline day-to-day processes and operations to optimize returns and focus on future growth.”

“We are happy to be partnering with State Street to further enhance the investment servicing platform for our Investment Boutiques,” said Felix Lenhard, COO, Member of the Executive Committee, Vontobel. “With this solution, Vontobel will benefit from access to a robust, high quality and scalable operating model that will provide best in class services to our portfolio managers and supporting functions. We will also be able to improve servicing and onboarding of our clients as a result of expanded connectivity with custodians and brokers.”

Media Relations

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

urs.fehr@vontobel.com
+41 58 283 57 90

Investor Relations

peter.skoog@vontobel.com
+41 58 283 64 38

francesco.sigillo@vontobel.com
+41 58 283 75 52

State Street Media Relations

AWestwell@statestreet.com
+44 (0) 20 3395 2673

State Street Corporation
State Street Corporation (NYSE: STT) is one of the world's leading providers of financial services to institutional investors including investment servicing, investment management and investment research and trading. With $36.6 trillion in assets under custody and/or administration and $3.1 trillion* in assets under management as of September 30, 2020, State Street operates globally in more than 100 geographic markets and employs approximately 39,000 worldwide. For more information, visit State Street's website at www.statestreet.com.

* Assets under management as of September 30, 2020 includes approximately $81 billion of assets with respect to SPDR products for which State Street Global Advisors Funds Distributors, LLC (SSGA FD) acts as the marketing agent; SSGA FD and State Street Global Advisors are affiliated.

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 active investment manager with Swiss roots, we specialize in wealth management, active asset management and investment solutions. We harness the power of technology to deliver a high-quality, individual client experience and to deploy our investment expertise across multiple platforms and ecosystems. We empower our employees to take ownership of their work and bring opportunities to life. We do so based on the conviction that successful investing begins with the assumption of personal responsibility. We continuously scrutinize our achievements as we strive to exceed the 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 as an obligation to also assume our social responsibility. As of September 30, 2020, Vontobel held CHF 294.1 billion of total client assets. Around the world and in our home market, we serve our clients from 26 locations.

Legal information
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