Vontobel

Vontobel is a Swiss-based private bank and financial services company. It was founded in 1924 and is headquartered in Zurich, Switzerland. The company offers wealth management, investment banking, and asset management services to private clients and institutions worldwide. Vontobel has a strong focus on sustainability and has built its business around the principles of responsible investment and corporate responsibility. The company has over 2,000 employees and a presence in more than 20 countries. In 2020, Vontobel had total assets under management of CHF 291 billion. It is listed on the SIX Swiss Exchange and is majority-owned by the Vontobel family.

1. Long history of success: Vontobel was founded in 1924 and has a long history of success in the financial industry. It has weathered economic ups and downs, demonstrating its resilience and stability.
2. Global presence: Vontobel has a strong global presence with offices in over 20 countries, which allows it to serve clients around the world and access diverse markets.
3. Boutique approach: Despite its global reach, Vontobel has maintained a boutique approach to its services, providing a high level of personalized attention and tailored solutions to its clients.
4. Focus on sustainability: Vontobel has a strong commitment to sustainability, both in its own operations and in its investment strategies. It has received recognition and awards for its sustainability efforts.
5. Specialized expertise: Vontobel specializes in three core areas: private banking, investment banking, and asset management. This allows it to focus on developing deep expertise in each of these areas and provide specialized services to its clients.
6. Innovative solutions: Vontobel is known for its innovative approach to serving clients, continuously developing new solutions and products to meet changing market demands.
7. Family-owned: The Vontobel Group is still majority-owned by the Vontobel family, which allows for a long-term view on business decisions and a focus on maintaining the company’s values and culture.
8. Strong financials: Vontobel has a strong financial track record, with solid growth and profitability, making it a reliable and trustworthy partner for its clients.
9. Award-winning: Vontobel has received numerous awards and recognition for its products, services, and overall performance, further demonstrating its excellence in the financial industry.
10. Commitment to employees: Vontobel values its employees and is committed to creating a positive work environment. It has received awards for being a top employer and provides opportunities for career development and growth.

The Vontobel company is a Swiss bank and financial services provider with a diversified business model. It operates in three main business segments: Wealth Management, Investment Banking, and Asset Management.
1. Wealth Management: Vontobel provides private banking and wealth management services to high-net-worth individuals and families. This includes asset and portfolio management, financial planning, and advisory services.
2. Investment Banking: Vontobel offers a range of investment banking services, including equity and debt capital markets, corporate finance, and M&A advisory for companies, institutional investors, and financial sponsors.
3. Asset Management: Vontobel’s asset management business offers investment solutions and products for institutional and private investors, including mutual funds, alternative investments, and structured products.
The company’s business model is focused on providing personalized and comprehensive financial solutions to its clients, leveraging its expertise and global network. Vontobel also places a strong emphasis on innovation and technological advancements to improve its services and enhance client experience. Additionally, the company leverages its strong reputation and relationships in the Swiss financial market to expand its business globally.

1. Vontobel is a Swiss-based global investment bank and wealth management company.
2. The company was founded in 1924 by Alfred Vontobel, who started the company as a brokerage firm in Zurich.
3. Vontobel is known for its focus on investment and asset management, as well as various banking services such as securities trading, corporate finance, and private banking.
4. Vontobel has a presence in over 20 countries worldwide, including offices in Europe, Asia, and the United States.
5. Its products and services are divided into three main business divisions: Investment Banking, Wealth Management, and Asset Management.
6. In 2020, Vontobel was ranked as the seventh-largest wealth manager in Switzerland, managing over $286 billion in assets.
7. Vontobel has a strong commitment to sustainability, with a goal to be carbon-neutral by 2025 and to invest 100% of its clients’ assets according to sustainable and ethical principles.
8. The company has received numerous awards and recognition for its financial and investment services, including being named Best Swiss Private Bank by the Financial Times and Best Boutique Asset Manager by the WealthBriefing Swiss Awards.
9. Vontobel is also actively involved in philanthropic work through its Vontobel Foundation, which focuses on supporting educational, cultural, and social projects around the world.
10. As of 2021, the company is still owned and operated by the Vontobel family, with the majority of shares held by the Vontobel Holding AG.
See Company Due Diligence: