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.
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.
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.
Our most recent ADV 2A Wrap Fee Program Brochure is available on the SEC’s website