Vontobel is a globally operating financial expert with Swiss roots, headquartered in Zurich. It was established in 1924 and has around 1,700 employees worldwide. Vontobel specializes in wealth and asset management for private clients and institutional investors, as well as investment banking. As of 31 December 2016, Vontobel held around CHF 195 billion of client assets. The registered shares of Vontobel Holding AG are listed on the SIX Swiss Exchange. The Vontobel families and the Vontobel Foundation hold the majority of shares and votes in the company. Vontobel has branches at 22 international locations.
The Wealth Management business unit serves the needs of wealthy private clients. Its offering ranges from portfolio management and investment advisory to wealth planning. As an SEC-licensed investor advisor, Vontobel Swiss Wealth Advisors offers wealth management solutions for US clients.
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