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Custody Services

Custody in Switzerland or the US

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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Your Swiss custodian: Bank Vontobel AG, Zurich

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.

More information about Vontobel
vontobel.com
 

Further information concerning the custody services of Bank Vontobel can be found in our ADV 2A Wrap Fee Program Brochure.

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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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