Overview of our solutions
We offer investment options for the diversification of your portfolio through currencies combined with geographic separation of your assets.
SolutionsVontobel 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, Ontario and Québec.
Four 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, Dallas and New York.
Investment Process
Our transparent and disciplined investment process allows us to identify investments from a global universe and select the ones that will best meet your personal needs.
Our Investment ProcessAbout us
With Swiss quality and a Swiss outlook, Vontobel Swiss Wealth Advisors AG (VSWA) develops solutions for the globally diversified wealth management of US and Canadian permitted clients.
Company ProfileBecome a Client
Vontobel Swiss Wealth Advisors AG is dedicated to servicing North American investors seeking globally diversified wealth management solutions. Our clients can also choose to have their assets custodied in Switzerland, in the US or both.
Become a VSWA Client
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