Our business

Welcome to Vontobel’s asset management business. Thanks for your interest in what sets us apart.

Our commitment

 

"As a reliable partner, we strive to deliver our clients’ individual investment goals over the long-term. We combine our strengths to address client needs and actively manage their assets with utmost care."

Zeno Staub, Chief Executive Officer Vontobel

 

A reliable partner

 

To support the investment goals of our clients, we strive to be their reliable partner. We are committed to delivering leading-edge investment solutions that address their needs. Investing side by side with our clients makes us partners and aligns our interests.

Adding long-term value

 

Dedicated to creating value, we manage our clients’ assets actively and invest only if we are convinced that it will pay off in the long-term. We stick to our proven investment processes to deliver repeatable performance.

Sustainable investing

 

We offer sustainability-conscious solutions, supporting the United Nations’ Environmental, Social and Governance Principles for Responsible Investing, to benefit our planet and society.

Sharing our convictions

 

Clear convictions are a prerequisite for investment success. Our convictions are the result of our relentless in-depth analyses and calculations. We share our findings so that clients can invest with conviction too.

Our clients' benefits

Our clients comprise institutions, like public or private pension funds, and intermediaries including banks, insurance companies and asset managers.

Access to our expertise

Our clients can rely on our experienced client relationship managers and close contact with specialist investment teams. We deliver regular communications and updates to keep clients informed.

Tailored products and services

As our partners, clients can access the full range of Vontobel products and services via their relationship manager. Depending on jurisdiction and client type, these may include:

Funds

Investors can select from our Vontobel fund range covering equity, fixed-income and multi-asset investments. Many clients entrust us with developing and managing new funds dedicated to their needs, often for distribution under their own brand. We leverage many years of experience gained through operating our own fund platforms.

Mandates and investment advisory solutions

Clients seeking to fit investments into larger portfolios with specific risk/return objectives can work with our highly specialized investment teams to create tailor-made mandates and advisory solutions.

Our foundation

We are committed to taking utmost care of the assets our clients entrust to us. Our local presence and global reach are key in delivering premium service to our clients. Our unique shareholding structure combining family ownership with public quotation ensures transparency and co-ownership, whilst enabling us to offer stability and a long-term commitment to our clients.

143.6 6 200+ 30+ 18 50.9%

Vontobel financial results

Our boutiques

We are an active multi-boutique asset manager with global reach, committed to providing attractive solutions to our institutional and intermediary clients and partners. Our independent investment boutiques stand out for their specialist equity, fixed-income, and multi-asset strategies. We invest with high conviction, supported by bottom-up research and robust risk management, aiming to deliver excellent performance for our clients.

Grown from Swiss roots

What began almost a century ago with a brokerage firm in Zurich has today grown into a solid asset management business with global reach.

2021 We acquire the remaining stake in TwentyFour Asset Management. 2020 We open new offices in Paris, Singapore, and Tokyo, and we establish our ESG Center coordinating ESG relevant market, client, and regulatory developments across boutiques and regions. Client assets total CHF 136 bn by year end. 2016 Our acquisition of Vescore enriches our expertise in systematic investing.
2015 We strengthen our fixed-income capabilities by acquiring a majority stake in TwentyFour. Total client assets exceed the CHF 100 bn mark by year-end. 2012 Total client assets reach CHF 61.5 bn by year-end, i.e. almost doubled over 4 years. 2009 We open our office in Frankfurt am Main, Germany, and we become carbon-neutral. 2008 Our growth continues as we open our Hong Kong office, the first in Asia. By year-end client assets total CHF 33 bn. 2007 To improve our service to clients in the UK, we open offices in London. 2003 With new offices in Milan, we enter the Italian market. 1991 With the expansion to Luxembourg, we start running our second fund platform there. 1990 We establish our first fund platform in Switzerland. 1988 Vontobel groups its asset management activities into a separate business unit. 1984 Vontobel expands into the USA and opens offices in New York. 1936 The Vontobel family takes ownership of the brokerage firm. 1924 Our history starts with the foundation of a brokerage firm in Zurich.