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Vontobel Swiss Financial Advisers AG

● SEC registered since 2004CRD 130668SEC# 801-63660Zurich
Export (members)
Reg. AUM
$9.28B
Employees
100
Accounts
3,234
Location
Zurich

Vontobel Swiss Financial Advisers AG assets under management

Vontobel Swiss Financial Advisers AG is an SEC-registered investment adviser based in Zurich. The firm has been registered since 2004. It reports $9.3 billion in regulatory assets under management and employs 100 people.
www.linkedin.com/company/vontobelView on SEC.gov ↗

Vontobel Swiss Financial Advisers AG owners & executives

11 reported
NameTitleOwnershipSince
Anna Christine Rode ControlChief Compliance OfficerUnder 5%2025
Arturo Stoeklin ControlManagement Committee MemberUnder 5%2024
Billy R Obregon ControlCeoUnder 5%2025
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Frequently asked questions

How much does Vontobel Swiss Financial Advisers AG manage?

Vontobel Swiss Financial Advisers AG reports $9.3 billion in regulatory assets under management on its Form ADV.

How many employees does Vontobel Swiss Financial Advisers AG have?

Vontobel Swiss Financial Advisers AG reports 100 employees.

Where is Vontobel Swiss Financial Advisers AG located?

Vontobel Swiss Financial Advisers AG is based in Zurich and has been SEC-registered since 2004.

Does Vontobel Swiss Financial Advisers AG disclose fund performance?

Vontobel Swiss Financial Advisers AG is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

AddressSpluegenstrasse 5, Zurich 8022
Phone+41-58-2388111
Office hours9 a.m. - 5 p.m. Cet
SEC regionHQ
CIK1352469
Discloses disciplinary historyNo

Assets under management

Discretionary$4.01B
Non-discretionary$5.27B
Total (RAUM)$9.28B