Fixed Income Boutique

There’s always value to be found in fixed income.
Let us deliver it to you.

How we can help you

The fixed income universe offers opportunities regardless of the market cycle, as various sectors and geographical locations are in different phases of the economic cycle.

We can help you extract value, wherever it presents itself.

We take an active approach to bond markets, guided by the belief that there are inefficiencies present in the fixed income investment universe. Our investors rely on us to invest with conviction, taking advantage of anomalies and thus creating value away from common benchmark indices.

23.7 bn 1988 31 4 2

Why partner with us?

Conviction-led strategies

We focus our efforts on areas where our active, high conviction approach can add value.

Strong platform

Our unique team structure enables team collaboration and high quality idea generation.

Firm alignment of interest

As investors in the funds they manage, our portfolio managers’ interests are in line with yours.

“We try to take advantage of anomalies present in bond markets where we see the highest potential to create value for our clients.”

Simon Lue-Fong, Head of Fixed Income

lue-fong-simon

Our offering

Our offering covers the diversity of the fixed income universe for you; including corporate, emerging markets, global and Swiss bonds.

We consider the environmental, social and governance (ESG) impact of our investments and offer strategies that offer best-in-class, exclusion and integration approaches. For institutional investors we can also provide tailor-made solutions.

Meet the team

Our 28 investment specialists are based in Zurich and New York. Our portfolio managers guarantee their commitment to you by investing their own capital in the funds they manage.

Our heritage

For more than two decades, our Fixed Income Boutique has stood for active investments in bonds.

2018Boutique AuM surpasses 19 billion Swiss francs2016Boutique grows to establish second hub in New York as it surpasses 15 billion Swiss francs in assets2013Luc D'hooge joins as Head of Emerging Market Bonds and Boutique AuM surpasses 9 billion Swiss francs2010Mondher Bettaieb-Loriot, Head of Corporate Bonds joins and Boutique AuM surpasses 8 billion Swiss francs2008Anna Holzgang, Head of Global & Swiss bonds joins2003Boutique AuM surpasses 5 billion Swiss francs2001Start of our ESG offering1995Boutique AuM surpasses 1 billion Swiss francs1988Founding of Vontobel Asset Management Fixed Income boutique

Insights

Fixed Income Boutique
2021-04-15_MU_Why-and-how-you-can-still-make-money-in-fixed-income_teaser
Market Update by Simon Lue-Fong

Why and how you can still make money in fixed income

Bond markets took a beating lately. Prices fell not only due to inflation fears but also because two big names of the investment world, Warren Buffet and Ray Dalio, took a punch at the asset class by blaming low yields for the dark future fixed income investing supposedly faces. However, their perspective is wrong. Here is why you can still make money by investing in bonds.

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Fixed Income Boutique
2021-02-08__MU_Bond-investors-have-the-potential-for-big-ESG-impact_teaser
Market Update by Simon Lue-Fong
Sustainable Investing

Bond investors have the potential for big ESG impact

GameStop's recent wild ride reverberates with angry anti-establishment undertones and highlights once again that financial markets are in the firm grip of a paradigm shift from greedy profit to ESG-benefit maximization. In fixed income, the vast realm of general bond markets is often underestimated as a powerful place for pushing sovereign and corporate issuers to implement ESG change.

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