Advisory services DISCOVER MORE Manage your assets with the support of an experienced partner at your side. Investment advice tailored to your particular needs. Benefit from our almost 100 years of investment expertise. You would like to decide for yourself how much you want to invest when and where. But you want to benefit from the knowledge and recommendations of our analysts and investment specialists. We actively support you in investing your assets, on the basis of our jointly defined investment strategy. You will receive individual investment ideas tailored to your portfolio and goals. You also have access to the know-how and experience of our investment experts. The decision on the composition of your portfolio remains in your hands. Our wide range of research and investment publications keeps you right up-to-date on the markets. You also benefit from automatic portfolio monitoring, enabling you to detect divergences from portfolio positions. Vontobel Wealth provides you with digital access to your portfolio, for full control of your assets at all times. You have access to your assets 24 hours a day with Vontobel Wealth. Discover our advisory services Vontobel Impulse You are looking for an experienced partner with whom you can implement your investment strategy together. To do this, you want to align your portfolio for the medium to long term and also to benefit from investment ideas and recommendations based on expert know-how. Within Vontobel Impulse, we support you in investing your assets based on the investment strategy we have defined together. A personal Relationship Manager is at your disposal as an investment expert. The focus of the Advisory provided – as well as the investment ideas suggested – is on the orientation of your portfolio and the active recommendation of investment themes. Vontobel Initiatives You are looking for an experienced partner with whom you can actively manage your investment strategy together. You want to align your portfolio in the medium to long term and take advantage of market opportunities. Actively exchanging ideas – as well as information on individual investments – is something you value as well Within Vontobel Initiatives, we actively support you in investing your assets based on the investment strategy we have defined together. In addition to a personal Relationship Manager, you have the opportunity to exchange views directly with our experts on capital markets and asset classes – our Investment Consultants. Their advice not only focuses on market opportunities in terms of individual securities but also on the overall orientation of your portfolio. Active monitoring and complete transparency Your portfolio is continuously monitored and you benefit from active notifications in case the portfolio deviates from the specifications you have defined. Dual support concept It is you who decides how you would like to be looked after: personally by your Relationship Manager, or online through our digital platform Vontobel Wealth. We offer innovative, high-quality digital solutions that can provide relevant support to the personal advice we give you. To what degree you would like to connect the one with the other depends on your preferences. Exclusive access to the markets You receive individual investment ideas, tailored to your portfolio and objectives, and you can call upon the know-how and experience of our investment experts. Our wide range of research and investment publications keeps you right up-to-date on the markets. 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 Discretionary mandates You entrust us with the management of your assets, benefiting from our extensive investment expertise. Discover our disretionary mandates Pension planning We support and advise you on all aspects of pension planning, so you can enjoy every phase of your life. Unsere Vorsorgelösungen Investment products By making use of different investment products and solutions, you can achieve your financial objectives. Our investment products Sustainable investing Your personal values determine your investment decisions. Learn more 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. BACK TO TOP Quick links Vontobel Wealth Vontobel Volt® Vontobel Volt® 3a derinet deritrade cosmofunding EAMNet EAMNet (Services) Onlinereporting (Germany) Vontobel Our company Careers Investor Relations Media Responsibility Art at Vontobel Locations Please choose a location: SELECT LOCATION EN DE IT FR ES INTERNATIONAL Follow us Terms and Conditions of Use Privacy Policy Cookie Policy GDPR Ombudsman Patriot Act Certification FinSA MiFID / MiFIR SFDR LEI FATCA AEI FinMIA UK Tax Strategy Deposit Insurance Scheme Information, IT and cyber security Imprint The information and/or documents offered on this website represent marketing material pursuant to Art. 68 of the Swiss FinSA and are provided for information purposes only. On request, further documents such as the basic information sheet or the prospectus are available free of charge whenever you wish. The products, services, information, and/or documents offered on this website may not be accessible to individuals domiciled in certain countries. Please note the applicable sales restrictions of the respective products or services. © Vontobel Holding AG 2021. All rights reserved. Welcome to Vontobel In order to provide you tailored information please set following: Place of residence Switzerland Type of user Private Client You are a US citizen or a resident of the USA Terms and Conditions of Use Please set your Privacy settings We use cookies and related tracking technologies to improve your experience and the user-friendlyness of our website, to display personalized content and targeted advertising, and to analyze the website history. Further information can be found in our Cookie Policy. If you want to change your settings or refuse all but the necessary functional cookies, you can configure your cookie and tracking settings at any time. By clicking "Accept" you activate the recording of all data. The last selected settings are saved. EN DE IT FR ES