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.

{{ Info.Overview }}
cb

Adviser Profile

As of Date 09/04/2026
Registration SEC, Approved, 12/03/2004
ADV Location ZURICH, Switzerland
Contact Info +41 xxxxxxx
Websites
AUM* 11,944,933,134 29%
of that, discretionary 5,385,465,497 34%
Number of Employees 105 5%
of those in investment advisory functions 60 -23%
Private Fund GAV* 0
Avg Account Size 3,424,579 19%
% High Net Worth 72.59% 8%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm
- Outside the United States

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

7B 6B 5B 4B 3B 2B 937M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

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 Date04/30/2026 Form ADV-E View Report
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

Similar advisers

Adviser Hedge Fund Liquidity Fund Private Equity Fund Real Estate Fund Securitized Asset Fund Venture Capital Fund Other Fund Total Private Fund GAV AUM #Funds
Adviser NEW PARAGON, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM1.0b #Funds-
Adviser TRUVVO PARTNERS LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM3.8b #Funds-
Adviser OXFORD FINANCIAL GROUP, LTD Hedge Fund1.7b Liquidity Fund- Private Equity Fund1.6b Real Estate Fund26.5m Securitized Asset Fund- Venture Capital Fund- Other Fund62.2m Total Private Fund GAV3.4b AUM23.3b #Funds48
Adviser CANTERBURY CONSULTING INCORPORATED Hedge Fund- Liquidity Fund- Private Equity Fund422.9m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund4.8m Other Fund1.4b Total Private Fund GAV1.8b AUM45.9b #Funds16
Adviser WITTLIN ADVISORY Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM348.5m #Funds-
Adviser BERGANKDV WEALTH MANAGEMENT, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM2.1b #Funds-
Adviser HOLLENCREST CAPITAL MANAGEMENT Hedge Fund- Liquidity Fund- Private Equity Fund74.4m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund1.4m Other Fund- Total Private Fund GAV77.1m AUM2.9b #Funds3
Adviser PITTSBURGH FINANCIAL PLANNERS, INC. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM160.6m #Funds-
Adviser FIDUCIENT ADVISORS LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM97.5b #Funds-
Adviser FRG FAMILY WEALTH ADVISORS Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM833.7m #Funds-