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DirectoryFinance & InsuranceBanksLuganoBank Vontobel AG
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Bank Vontobel AG

Summary

About the company

Bank Vontobel AG provides wealth management, active asset management and investment solutions. The Lugano branch serves private and institutional clients with a personal relationship manager, a dual advisory approach (personal and digital) and sustainable investment options.

AI-generated
Offering

Products & services

Industry:Banks
✓ Offered8
Wealth management
Wealth management with personal relationship managers, active and proactive support, discretionary mandates, investment advice, financial planning and financing solutions.
Investment advice
Investment advice with portfolio reporting, risk analyses, personal guidance and support in aligning investments with financial goals.
Discretionary wealth management
Discretionary mandates with an individual strategy, selection of investment parameters and full execution by Vontobel experts.
Wealth planning
Wealth planning with a comprehensive strategy for retirement, early retirement, standard of living, inheritance matters and optimisation of the financial situation.
Early retirement advisory
Advice on early retirement and partial retirement, withdrawal strategy, tax implications, pension fund, pillar 2 and pillar 3, as well as a free initial consultation.
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Location

Via F. Pelli 1
6900 Lugano

At a glance

Legal form
Branch
UID
CHE-378.437.382
Founded
2024 · 2 years
Last commercial register change
February 8, 2024
Employees
21 to 50

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