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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.

  

Exclusive partner for specific solutions

We offer investment options for the diversification of your portfolio through currencies combined with geographic segregation of your assets. Clients of Vontobel Swiss Wealth Advisors have the option to custody their assets in Switzerland or the US, or in both jurisdictions.

 

Our main services

  • Multi-currency capabilities
  • Global diversification
  • Ability to custody assets in Switzerland and / or the US
  • US and Canadian tax reporting by custodian

  

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.

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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.

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Find out more about Vontobel Swiss Wealth Advisors

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Client disclosures

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.

Form ADV Part 2A (Wrap Fee Program Brochure)

Form ADV Part 3

Special regulatory disclosure (for Canadian clients only)

  

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.

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