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.
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.
We have partnered with “Montalba Architects”, an award-winning, international architecture firm with studios in Los Angeles and Lausanne to give you an overview of the global and US real estate market.