VONTOBEL SWISS FINANCIAL ADVISERS
other names
- VONTOBEL SWISS FINANCIAL ADVISERS
- UBS SWISS FINANCIAL ADVISERS
- VONTOBEL SWISS FINANCIAL ADVISERS AG
- UBS SWISS FINANCIAL ADVISERS AG
- VONTOBEL SWISS FINANCIAL ADVISERS LTD.
{{ Info.Overview }}
Adviser Profile
| As of Date | 03/31/2026 |
| ADV Location | ZURICH, Switzerland |
|
Adviser Type
- Large advisory firm - Outside the United States |
|
| Number of Employees | 105 -3% |
| of those in investment advisory functions | 60 -29% |
| Registration | SEC, Approved, 12/03/2004 |
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
5B
4B
3B
3B
2B
1B
656M
2015
2016
2017
2018
2019
2020
2021
2022
2023
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 |