Vontobel Swiss Financial Advisers

$11.94BAssets under management
as of Sep 2026 · SEC Form ADV
Zurich
Visit websiteLinkedIn
5 people on Advicer connected to this.

Tech stack

No one at Vontobel Swiss Financial Advisers has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Bank Vontobel Ag
Per Form ADV · $3.4B held · filed Oct 2024