Bank Vontobel AG is an international investment house with Swiss roots that specialises in serving private and institutional clients. It provides wealth management, asset management, investment products and services across markets and transaction banking.
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Classic asset management mandates with target and risk profile analysis, portfolio selection with adjustment options, as well as ongoing execution, monitoring and adjustments by specialists.
Investment advisory
Self-managed portfolios with individual investment recommendations, research insights, reporting, risk analyses and personal advice by relationship managers and specialists.
Portfolio construction with preselected investment modules
Custom portfolio composition from preselected investment modules, implemented by Vontobel, with ongoing reporting as well as access to research.
Private Markets
Access to private market investments with direct engagement in companies outside public markets, including evergreen products, subscriptions and redemptions, as well as specialised due diligence.
Real estate advisory
Advisory for buying, selling and financing real estate properties in Switzerland, including property valuation, finding buyers and sellers, tax returns for real estate gains and mortgage advisory.