If you choose Vontobel, you benefit from the state-of-the-art banking platform of Bank Vontobel AG. Moreover Vontobel belongs to the very good capitalized banks in Switzerland with a BIS Tier 1 ratio of 19.9%. At the end of 2019, Vontobel held total client assets in the amount of CHF 288.4 billion.
Alternatively, you may choose to hold your assets at Pershing Advisor Solutions LLC, in the US, which is part of the industry’s largest securities clearing and custody provider. The firm is an affiliate of Pershing LLC, a well-capitalized broker-dealer with more than $ 2.0 trillion in global client assets (as at December 31, 2019) in more than 40 countries.
More information about Pershing Advisor Solutions pershing.com
Further information concerning the custody services of Bank Vontobel and Pershing Advisor Solutions can be found in our ADV 2A Wrap Fee Program Brochure.