Bank Vontobel AG is an international investment house with Swiss roots that serves private and institutional clients. It offers wealth management, asset management, capital markets and transaction banking services, as well as investment products and structured solutions.
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Products & services
Industry:Banks
✓ Offered6
Wealth Management
Tailored wealth management, discretionary mandates, investment advice and preselected building blocks for private clients and families in Switzerland and internationally.
Retirement and Wealth Planning
Advice on retirement planning, early retirement, safeguarding living standards and inheritance matters, plus wealth and retirement checks.
Structured Investment Solutions
Structured products and trading access for different market views, investment goals and access to new markets.
Investment Advice
Investment advice with reporting, risk analysis and personal support for clients who manage their own portfolio.
Discretionary Mandate
Discretionary mandate with joint goal and risk-profile analysis, individual portfolio adjustments and execution by experts.
Portfolio Solution with Preselected Building Blocks
Joint construction of a custom portfolio from preselected investment modules, followed by implementation by Vontobel.
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