As a globally operating financial expert with Swiss roots, we specialize in wealth management, active asset management and investment solutions. Vontobel Wealth Management is committed to actively managing client assets with foresight across generations. We take a holistic approach, accurately monitor the markets, anticipate trends and opportunities, and develop individual solutions. This is how we protect the entrusted assets and create optimal conditions to increase them over the long term while taking controlled risks.

Swiss company incorporated in 1999, based in Montreux and Lausanne offering a local and foreign clientele a highly recognized and personalized quality service. Since our creation, we have demonstrated a great solidity of our business model dictated by a clear vision of the future and a proactive approach to the new environment that has emerged. Defending the values of respect, high standards and integrity, our approach is based on certain fundamental principles: The quality of the service we offer to our clients, our expertise in financial management and our total independence in terms of investment. WEALTH MANAGEMENT : Portfolio Management - Financial Strategies - Selection and Opportunities - Investment Advisory TRACKERS : Tracker Bond – Tracker Equity OTHER SERVICES : Advisory Services for Entrepreneurs - Family Advisory