“All bets are off” – really, though?
Our clients are looking to diversify their holdings across asset classes in order to achieve their risk and return goals. By delegating your asset allocation and stock selection decisions to our investment teams, we believe you can receive a simple solution drawing on the expertise of our investment professionals, from a single source. Once invested, you may benefit from regular market insights and high-quality reporting, enabling a transparent view of market developments.
Markets are neither perfectly efficient nor completely inefficient. Our clients face the decision whether to use a fundamental or a systematic approach when allocating to different asset classes and selecting securities. Vontobel offers all of this separately, or a combination thereof, to help clients meet and exceed their absolute and benchmark targets.
Active management creates value only when profits exceed costs. Opportunities exist at different times in various segments of the global financial markets, and can be spotted through constant screening.
Risk management and sustainability considerations are an integral part of our investment process. We aim to pursue what is economically feasible with the highest precision, and our decisions are transparent, based on verifiable economic theory.
We offer a broad range of strategies under our own name, as well as white-labelled solutions for our partners and individual mandates for larger clients.
Fundamental asset allocation across asset classes based on bottom-up and top-down assessments from our economists, strategists and investment professionals, with the long-term objective of protecting and growing clients’ assets. This approach is prevalent in the Vontobel Multi Asset Boutique .
Purely systematic or hybrid (= systematic combined with active) investing based on proprietary quantitative models rooted in innovative financial market research implemented with the goal of seeking the highest precision and risk management in the center, aiming for attractive long-term returns. This approach is prevalent in the Vescore Boutique .
We have over 30 years of experience in multi asset investing. We have delivered excellent returns through multiple market cycles.
We are active investors. Our quantitative or fundamental investment processes provide an optimal allocation.
Signatory to the United Nations Principles of Responsible Investment (UNPRI) since 2010. Vontobel is rated A+ by the PRI and offers several sustainable multi asset strategies.
Listed on the Swiss stock exchange, with the majority of shares held by the founding family, Vontobel has provided a solid foundation for long-term investment since its founding in 1924.