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Transatlantic Wealth & Estate Planning: New York
November 2024
New York City

Vontobel Swiss Financial Advisors


Swiss excellence for North American requirements

With Swiss quality and a Swiss outlook, Vontobel Swiss Financial Advisors AG 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 Financial 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 Financial Advisors experts offer services specifically for investors in North America.

Exclusive Swiss partner

Vontobel Swiss Financial 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.