Investment Management Program

Which investment strategy and reference currency are best suited to your investment objectives and risk profile? You will find out together with your dedicated Wealth Management Advisor, who will advise you on the basis of continuous market analysis and extensive expertise in the field. Following your decision, our investment management team will invest your assets in line with your chosen strategy and defined investment parameters. Your portfolio will be monitored on a daily basis by our investment experts in accordance with a disciplined and rigorous risk management process.

Your Wealth Management Advisor will keep you informed about the investment decisions of Vontobel Swiss Wealth Advisors’ Investment Committee and discuss your portfolio’s performance with you on a regular basis.
 

Multi-Asset Class Strategies*

• Fixed Income Plus
• Conservative
• Balanced
• Growth

 

Focus Mandates*

• All Cap Swiss Equities Focus Mandate CHF
• All Cap Eurozone Equities Focus Mandate EUR
• Swiss/Eurozone Small & Mid Cap Equities (CHF)
• Impact Opportunities Equities USD
• Megatrends USD

 

Reference currencies

• CHF
• EUR
• USD

 

Investment minimum

• Investment Management Program: CHF 1,000,000

 

*Please note that the content and scope of the services and products available may vary depending on the country. Some services and products are not offered worldwide, and may also be subject to legal restrictions in certain countries. In addition, the range of services will be based on your personal mandate solution.

 

Find out more about Vontobel Swiss Wealth Advisors

 

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