Managed solutions OUR MANDATES Benefit from our almost 100 years of professional experience, and delegate your investment decisions to our experts. Maximum freedom. Complete transparency. Our discretionary mandates. As a far-sighted company that has been working closely with clients for almost 100 years, we know how valuable your time and targets are. With a discretionary mandate, you delegate the management of your assets to us, taking into account your wishes and goals. You can choose between index-oriented and broadly diversified strategies, or those that focus on particular asset classes and regions. You also have the option of investing your assets in line with sustainable investment approaches. Regardless of which mandate you choose, you always benefit from disciplined portfolio management and comprehensive transparency due to our proven investment process. Wide diversification. Long-range orientation. Vontobel Diversifier High market opportunity. Attractive investment topics. Vontobel Conviction Short-term market opportunities. Broad investment universe. Vontobel Opportunities Special focus. Flexible combination. Vontobel Specials Our discretionary mandates DIVERSIFIER CONVICTION OPPORTUNITIES SPECIALS Wide diversification. Long-range orientation. Vontobel Diversifier Based on Vontobel 3α Investment Philosophy® You want a solution that focuses on broad diversification and includes active risk management. This means your focus is on “strategic diversification” – the first alpha of our investment philosophy. The Vontobel Diversifier mandate offers you a robust portfolio that invests in global bond and equity markets and is monitored on an ongoing basis. The implementation is carried out through the selection of indexed and active investment instruments. We make use of both proprietary investment products and attractive products from our external partners. The Diversifier uses among others an effective index strategy in equity markets (“smart Indexing”). This “smart Indexing” tries to track niches by a composition that may follow an index structure, but certain active investment decisions will open up new opportunities for returns. This allows the potentials of index-based and active management to be combined. Would you like more information on the mandate? Feel free to contact us. CONTACT NOW Would you like to combine solutions to achieve different goals? Benefit from Vontobel Compose In the case of certain asset constellations or personal preferences, a combination of a managed solution with Investment Advisory is a sensible approach. For example, it may be important for you that your family assets are managed by us, but at the same time, you want to support meaningful projects that you are pursuing. You decide which part of your assets should be managed in one way and which part in the other way. Other topics that may interest you Advisory services We provide you with comprehensive support when investing your assets in line with your investment strategy. Our advisory services Investment products By making use of different investment products and solutions, you can achieve your financial objectives. Our investment products Pension planning We support and advise you on all aspects of pension planning, so you can enjoy every phase of your life. Our pension planning solutions Vontobel Volt® Discover this autopilot for your investment, with an active portfolio based on your personal risk profile. To Vontobel Volt® Even the smallest undertaking starts with a conversation Give us a call: +41 58 283 60 05 Monday through Friday, 8 a.m. to 6 p.m. Personal consulting Open contact form to request a callback or an appointment. Request email reply We will gladly answer your question in writing via email. 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