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Building 2VONTOBEL SWISS FINANCIAL ADVISERS

Map pinZURICH
Phone+41-58-2388111
NotebookSEC #801-63660
Total AUM
$11.9B
Employees
105
Clients
2,583

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
SPLUEGENSTRASSE 5
ZURICH
8022
Switzerland
Operating Hours
9 AM - 5 PM CET
Monday - Friday
Phone
+41-58-2388111
Other Offices
3

ReceiptFinancials

Total AUM
$11.9B
Accounts
3,488
Discretionary
$5.4B
Accounts
1,959
Non-Discretionary
$6.6B
Accounts
1,529

ContactClients

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Individual Clients
450
AUM
$430.6M
HNW Individual Clients
1,875
AUM
$9.3B
Charitable Organization Clients
6
AUM
$76.1M
Corporation or Business Clients
238
AUM
$2.1B
Other Clients
14
AUM
$73.7M
Description of Other Clients
FOUNDATIONS

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 8 other businesses.

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