"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."
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.
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.
We offer sustainability-conscious solutions, supporting the United Nations’ Environmental, Social and Governance Principles for Responsible Investing, to benefit our planet and society.
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 comprise institutions, like public or private pension funds, and intermediaries including banks, insurance companies and asset managers.
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.
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:
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.
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 experienced multi asset teams manage portfolios to support a broad range of investor needs.
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.
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.
What began almost a century ago with a brokerage firm in Zurich has today grown into a solid asset management business with global reach.