VONTOBEL SWISS FINANCIAL ADVISERS

other names
  • VONTOBEL SWISS FINANCIAL ADVISERS
  • UBS SWISS FINANCIAL ADVISERS
  • VONTOBEL SWISS FINANCIAL ADVISERS AG
  • UBS SWISS FINANCIAL ADVISERS AG
  • VONTOBEL SWISS FINANCIAL ADVISERS LTD.
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Adviser Profile
As of Date 08/01/2025
ADV Location ZURICH, Switzerland
Adviser Type - Large advisory firm
- Outside the United States
Number of Employees 100 -5%
of those in investment advisory functions 78 8%
Registration SEC, Approved, 12/03/2004
AUM* 9,275,545,710 9%
of that, discretionary 4,007,799,370 3%
Private Fund GAV* 0
Avg Account Size 2,868,134 9%
% High Net Worth 67.38% 5%
SMA’s Yes
Private Funds 0
Contact Info +41 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above
- Other

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

5B 4B 3B 3B 2B 1B 656M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees