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Model Portfolios

Through your financial professional, high-net-worth investors can access Quality Growth’s equity strategies, which have historically been available only to institutional clients.

We offer Retail Separately Managed Accounts (SMA) through a model delivery platform that allows individual investors to work with their financial advisor to set their own portfolio parameters around ESG standards, security restrictions, and risk tolerance. We can deliver customized solutions to help meet our clients’ needs and preferences.

 

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Vontobel Retail SMA Equity Strategies

 

Global Equity

Invests across both developed and emerging markets

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International Equity

Invests across both developed and emerging markets outside the US

Fact sheet

 

Emerging Markets

Invests across the developing world

Fact sheet