We offer US clients tailored solutions in a Swiss-based environment. To help you reach your financial goals, we bring you new perspectives on investing through a variety of jurisdictions, geographic areas, currencies, and managerial skills. Headquartered in Zurich, Switzerland, with offices in Geneva, New York and Miami, we are a wholly owned subsidiary of Vontobel Holding AG, founded in 1924 and listed on the SIX Swiss Exchange.

  

Your benefits

No matter what your individual situation is, a relationship with Vontobel Swiss Financial Advisers can provide you with a wealth of advantages.

  

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International investing

Our offering, your choice. Delegate your international investments to our experienced experts, or make your own investment decisions with advice and support from our experts concerning:

  • Diversifying geographically
  • Diversifying based on currencies, thanks to our multi-currency, multi-asset capabilities
  • Broadening your international investment range
  • Benefiting from our execution capabilities and comprehensive expertise with international investments
  • Ensuring your US tax statements are properly prepared to report international income
 

  

Switzerland’s unique strengths

Switzerland is one of the world’s most stable countries and most successful economies, with a long tradition of democracy and neutrality. In particular, Switzerland provides:

  • Economic stability
  • Strong economy and currency
  • Swiss client confidentiality
  • Protection of client privacy – an essential aspect of all Swiss financial services
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