About Vontobel Holding AG
Vontobel Holding AG, along with its subsidiaries, delivers a comprehensive range of financial services to private and institutional clients across Switzerland, Germany, the United Kingdom, Italy, North America, Liechtenstein, Singapore, Hong Kong, Australia, Japan, and other international markets.
Core Services
- Asset & Wealth Management: Includes fund and portfolio management, wealth planning, investment advice, and solutions for equities, fixed income, quantitative, multi-asset, and private markets.
- Banking & Advisory: Offers financial product distribution, brokerage, real estate financing, lombard loans, execution and custody, debt origination, and ESG advisory services.
- Digital Solutions: Features Vontobel Advice (personal investment advice), Vontobel Delegate (alternative investments), Vontobel Select (portfolio composition), Vontobel Wealth (e-banking), and cosmofunding (digital financing platform).
Client Base
Vontobel serves:
- Institutional Clients: Sovereign wealth funds, pension funds, insurance companies, banks, asset managers, and intermediary distribution partners.
- Private Clients: High-net-worth individuals, financial intermediaries, family offices, and external asset managers.
Company Background
Founded in 1924, Vontobel Holding AG is headquartered in Zurich, Switzerland.