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Transatlantic Wealth and Estate Planning, Los Angeles 2022
15th September 2022
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Vontobel Swiss Wealth Advisors

Profile

Swiss excellence for North American requirements

With Swiss quality and a Swiss outlook, Vontobel Swiss Wealth Advisors AG (VSWA) develops solutions for the globally diversified wealth management of US and Canadian permitted clients.


At the heart of international wealth management

Headquartered in Zurich, Switzerland, the world capital of wealth management, Vontobel Swiss Wealth Advisors is a wholly owned subsidiary of the widely respected Vontobel Group. The listed company, which is family-owned, was founded in 1924 in Zurich. The Vontobel Swiss Wealth Advisors experts offer services specifically for investors in North America.

 

Exclusive Swiss partner

Vontobel Swiss Wealth Advisors is one of the select few Swiss financial institutions specifically established to meet the legal and regulatory requirements of US and permitted Canadian investors.