VONTOBEL SWISS FINANCIAL ADVISERS
- VONTOBEL SWISS FINANCIAL ADVISERS
- UBS SWISS FINANCIAL ADVISERS
- VONTOBEL SWISS FINANCIAL ADVISERS AG
- UBS SWISS FINANCIAL ADVISERS AG
- VONTOBEL SWISS FINANCIAL ADVISERS LTD.
Adviser Profile
| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 12/03/2004 |
| ADV Location | ZURICH, Switzerland |
| Contact Info | +41 xxxxxxx |
| Websites |
| AUM* | 11,944,933,134 33% |
| of that, discretionary | 5,385,465,497 40% |
| Private Fund GAV* | 0 |
| Avg Account Size | 3,424,579 21% |
| % High Net Worth | 72.59% 9% |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
- Outside the United States
Number of Employees 105 -3%
of those in investment advisory functions 60 -29%
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above
- Other
Advisory Activities
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
Private Funds
No private funds
Employees
Form ADV-E Surprise Examination Reports
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name ERNST & YOUNG AG | Filing Date03/28/2025 | Form ADV-E View Report |
| Accounting Firm Name ERNST & YOUNG AG | Filing Date02/22/2024 | Form ADV-E View Report |