About us

Swiss excellence for North American requirements

With Swiss quality and a Swiss outlook, Vontobel Swiss Financial Advisers (SFA) develops solutions for the globally diversified wealth management of US and Canadian permitted clients.

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Working with us is straightforward

  • International coverage with offices in Zurich, Geneva, New York and Miami
  • Custody in Switzerland and in the US
  • Coordination with your other professional advisers

Exclusive Swiss partner

Vontobel SFA is one of the few Swiss SEC registered investment advisers that has the status of an exempt international adviser in the provinces of Alberta, British Colombia, Nova Scotia, Ontario and Quebec.

 

  

  

Addresses and locations

Headquartered in Zurich, Switzerland, with offices in Geneva, New York and Miami:

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Zurich

Vontobel Swiss Financial Advisers AG
Gotthardstrasse 43
CH-8022 Zurich
Switzerland
Phone: +41 58 283 81 11

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Geneva

Vontobel Swiss Financial Advisers AG
Rue du Rhône 31
CH-1204 Geneva
Switzerland
Phone: +41 58 283 81 11

 
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New York

Vontobel Swiss Financial Advisers Ltd
1540 Broadway, 40th Floor
New York, NY 10036
United States
Phone: +1 212 476 8240

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Miami

Vontobel Swiss Financial Advisers Ltd
1001 Brickell Bay Drive, 23rd Floor
Miami, FL 33131
United States
Phone: +1 786 904 3870