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Vontobel Swiss Wealth Advisors is dedicated to servicing North American investors seeking internationally diversified wealth management solutions
Swiss strength, Swiss outlook – and North American perspective
Headquartered in Zurich, Switzerland, the world capital of Wealth Management, Vontobel Swiss Wealth Advisors AG is a wholly-owned subsidiary of the widely-respected Vontobel Holding AG. The listed company, which is family-owned, was founded in Zurich in 1924. Vontobel Swiss Wealth Advisor’s experts offer services specifically for North American investors.
With our market-centric service model, we meet the specific wishes and requirements of our clients in the US and Canada. As an innovative partner with extensive investment expertise, we fully leverage the strengths of our multicurrency platform for our clients, seeking for them the best opportunities for global diversification.
We understand the needs of North American investors. Our company is registered as an Investment Adviser with the US Securities and Exchange Commission (SEC) and acts as an Exempt International Adviser in the Canadian provinces of Alberta, British Columbia, Ontario and Québec. We service our US persons and Canadian permitted clients with the qualities that make the Swiss financial center legendary around the world: strengths such as stability and continuity, service excellence, global reach, integrity and confidentiality. In short, our clients benefit from our ability to customize wealth management solutions to meet their individual investment requirements. In addition, as a Swiss financial services firm, Vontobel Swiss Wealth Advisors provides clients security and financial privacy.