Vontobel Swiss Wealth Advisors AG

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Headquartered in Zurich, Switzerland, we are a wholly owned subsidiary of Vontobel Holding AG – a globally active financial institution founded in 1924 and listed on the SIX Swiss Exchange.

We are an investment advisor registered with the US Securities and Exchange Commission – SEC. In Canada, we have the status of an exempt international adviser in the provinces of Alberta, British Colombia, Nova Scotia, Ontario and Quebec. Our main office is in Zurich and we have branches in Geneva and New York – with a new office opening in Miami soon.

Contact us

USA (Toll free) +1 833 977 4888

Switzerland: +41 44 287 8110

Or email us at info@vontobeladvisors.com

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Client disclosures

Form ADV Part 2A (Wrap Fee Program Brochure)

Form ADV Part 3

Special regulatory disclosure (for Canadian clients only)

Our approach

At Vontobel Swiss Wealth Advisors, we focus on gaining a deep understanding of our clients’ needs and investment goals in order to offer them first-class, customized financial solutions. We harness the power of technology to deliver a high-quality, individual client experience – leveraging our investment expertise across multiple platforms and ecosystems. Our clients typically choose between Swiss or US custody and we can implement or adapt multi-asset and multi-currency investment strategies for them.

We believe that successful investing begins with the assumption of personal responsibility and that our clients want to invest for a better future. As their trusted partner, we are committed to helping them achieve that goal. Building on the Swiss values of stability and security, we offer opportunities for diversification based on a personalized, strategic and long-term asset allocation. Precision, integrity and confidentiality are the hallmarks of our successful relationship with our clients.

How we work

We strive to find a personalized solution for you. Together we will define a solution that best meets your needs

We analyze your personal and financial situation to better understand your investment objectives and risk profile

We evaluate and agree on an offering that best meets your financial and personal circumstances

We implement the selected strategy after identifying suitable investments for you. We will provide account statements, including performance reports, on a regular basis.

We monitor and review your portfolio and objectives, regularly making or proposing appropriate changes, depending on the program.

Our solutions

Investment Management Program

Our Investment Management Program is ideal for clients who provide discretion to our experienced Portfolio Managers for making the final investment decision.

Client Directed Advisory Program

Our Client Directed Advisory Program is ideal for clients who seek investment advice, yet wish to make their own investment decisions.

Custody Services

As a client of Vontobel Swiss Wealth Advisors AG, you can choose to hold your assets at Bank Vontobel in Zurich or at Pershing Advisor Solutions LLC in the US.

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.

Are you moving to the US or Canada?

Are you an American living abroad?

We can help you.

Find out more