VONTOBEL SWISS WEALTH ADVISORS AG

ZURICH

+41 44 287 81 11

SEC #801-71790

Total AUM

$3.8B

Employees

Clients

1,020

Firm overview

Client Breakdown by AUM

AUM previous 5 years

Smooth Smooth / Detailed

Business

Principal Address

SPLUGENSTRASSE 5
ZURICH
CH-8022
Switzerland

Operating Hours

9 AM - 6 PM CET
Monday - Friday

Phone

+41 44 287 81 11

Other Offices

Financials

Total AUM

$3.8B

Accounts

1,397

Discretionary

$1.4B

Accounts

504

Non-Discretionary

$2.3B

Accounts

893

Clients

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Individual Clients

128

AUM

$57.7M

HNW Individual Clients

882

AUM

$3.7B

Charitable Organization Clients

AUM

$6.1M

Corporation or Business Clients

AUM

$163.4K

Services

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Services Offered

EducationIndividual Portfolio ManagementInstitutional Portfolio Management

Compensation Types

Charges Percentage AUM

Compliance

Disclosures

None reported

State Registrations

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Affiliates

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Affiliates

Reported 3 business affiliates.

Claimed Affiliates

Reported as an affiliate by 1 other business.