Vontobel Holding AG, together with its subsidiaries, provides various financial services to private and institutional clients in Switzerland, Germany, the United Kingdom, Italy, North America, Liechtenstein, Singapore, Hong Kong, Australia, Japan, and internationally. The company offers asset, fund, and portfolio management; wealth planning and management; investment advice; investment solutions for equities, fixed income, quantitative, multi asset, and private markets; and structured solutions. It also provides banking; financial product distribution and advisory; brokerage services; real estate financing and lombard loans; execution and custody; debt origination and market making solutions, including public bonds and private placements; ESG advisory; and real estate investment advisory services. In addition, the company offers Vontobel Advice, which offers personal investment advice; Vontobel Delegate, which provides the client access to alternative investments or institutional share classes; Vontobel Select, which determines the composition of the client’s portfolio; Vontobel Wealth, an e-banking service; and cosmofunding, a digital financing platform for private clients. It serves institutional clients comprising sovereign wealth and pension funds, insurance companies, banks, investors, asset managers, and other intermediary distribution partners; and private clients consisting of wealthy private clients, financial intermediaries, family offices, external asset managers, and other partners. Vontobel Holding AG was founded in 1924 and is headquartered in Zurich, Switzerland.
