Vontobel Swiss Wealth Advisors AG (VSWA) specializes in globally diversified wealth management for North American clients.
Exclusive partner for specific solutions
With our market centric service model, we meet the specific wishes and requirements of our clients in the US and Canada. As an innovative partner with extensive investment expertise, we fully leverage the strengths of our multi-currency platform for our clients, giving them the best opportunities for global diversification.
SEC-registered
We are registered as an Investment Adviser with the US Securities and Exchange Commission (SEC), and have the status of an Exempt International Advisor in the Canadian provinces of Alberta, British Columbia, Nova Scotia, Ontario and Québec.
Special regulatory disclosure for Canadian clients only
Three locations
Vontobel Swiss Wealth Advisors AG is headquartered in Zurich, Switzerland, one of the world’s leading financial centers. We also maintain offices in Geneva and New York.
Contact us
Are you interested in our services or do you have questions? If so, please contact us. We would like to hear from you.
Phone: +41 44 287 81 11
E-mail
www.vontobeladvisors.com
Download brochure
Our most recent ADV 2A Wrap Fee Program Brochure is available on the SEC’s website