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."

Axel Schwarzer, Head of Asset Management

schwarzer_axel

 

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 credentials

Thanks to our local presence and global reach, we can deliver excellent service and take utmost care of the assets clients entrust to us. This is demonstrated as we win an increasing number of awards for product and service excellence. Our parent bank's sound credit rating and family-led shareholding structure enables us to offer a long-term commitment.

128 64 70 258 440+ 180+ 5 16

Vontobel financial results

Our boutiques

Vontobel Asset Management is an active asset manager with global reach and a multi-boutique approach. Each of our boutiques draws on specialized investment talent, a strong performance culture, and robust risk management.

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.

2018We merge our multi-asset capabilities and Vescore, combining fundamental and systematic investment approaches to the benefit of our clients.2016Our acquisition of Vescore enriches our expertise in systematic investing.
2015We strengthen our fixed-income capabilities by acquiring a majority stake in TwentyFour. Total client assets exceed the CHF 100 bn mark by year-end.2012Total client assets reach CHF 61.5 bn by year-end, i.e. almost doubled over 4 years.2009We open our office in Frankfurt am Main, Germany, and we become carbon-neutral.2008Our growth continues as we open our Hong Kong office, the first in Asia. By year-end client assets total CHF 33 bn.2007To improve our service to clients in the UK, we open offices in London.2003With new offices in Milan, we enter the Italian market.1991With the expansion to Luxembourg, we start running our second fund platform there.1990We establish our first fund platform in Switzerland.1988Vontobel groups its asset management activities into a separate business unit.1984Vontobel expands into the USA and opens offices in New York.1936The Vontobel family takes ownership of the brokerage firm.1924Our history starts with the foundation of a brokerage firm in Zurich.