Vontobel Swiss Wealth Advisors Ag (Zurich)
Vontobel Swiss Wealth Advisors Ag is an adviser based in Zurich. It manages $2.14 billion of regulatory assets for 1,011 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 48 other states.
Vontobel Swiss Wealth Advisors Ag provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and educational seminars and workshops. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Vontobel Swiss Wealth Advisors Ag: assets under management
The assets under management (AUM) of Vontobel Swiss Wealth Advisors Ag is $2.14 billion. The firm's AUM has grown by 5893% since the beginning of its operation, and $619.34 million of the total AUM is attributable to clients outside of the United States.
Investments
The firm invests in exchange traded securities the most. They account for 41% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 28% of the firm’s portfolio. Investments in investment and business development companies form 9% of the total invested assets.Fees & Commissions
The advisory firm has a single stream of revenue. Clients pay Vontobel Swiss Wealth Advisors Ag for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
What kind of clients Natalie Peter serves?
The firm provides services to individuals and high net worth individuals. The largest group of clients of Natalie Peter is high net worth individuals with 607 clients and $2.08 billion of assets under management. Among the 7 most similar advisory firms, Vontobel Swiss Wealth Advisors Ag has the 2nd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $2.13 billion for 720 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 22% of the firm’s clients are foreign persons or businesses.
Vontobel Swiss Wealth Advisors Ag doesn't advise any private funds.
Careers at Vontobel Swiss Wealth Advisors Ag
The company employs 34 people that are either part- or full-time employees. 65 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There are 9 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.
Natalie Peter has been acting as President since 1 Sep 2010. Georg Schubiger joined the executive team most recently as the Director.
Direct owners and executive officers
Based in Zurich
The principal office where Vontobel Swiss Wealth Advisors Ag performs its advisory services is located at Gotthardstrasse 43, Zurich, Ch 8022, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number +41 44 287 81 11 or by fax +41 44 287 81 12. The normal business hours are 9 am - 6 pm cet on Monday - Friday. You can find more information about the New York firm at vontobeladvisors.com.
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