Vontobel Holding AG
97.30
EUR
+0.20
(+0.21%)
Vontobel Holding AG
DUS:VTLN
(Dusseldorf Stock Exchange)
Recent
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97.30
P/E
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div
yld
- -
ROIC.AI
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in mil. unless spec.- Similar Companies
- Business
- Vontobel Holding AG Vontobel Holding AG is a Swiss investment firm specializing in asset management, wealth management, and investment solutions for private and institutional clients. Founded in 1924 and headquartered in Zurich, Switzerland, the company operates globally through approximately 26 locations, including key offices in Europe (such as Germany, Austria, the UK, and Spain), Asia (Hong Kong and Singapore), the Middle East (Dubai), and North America (New York and Dallas). It structures its activities across three primary business units: Private Banking, which provides portfolio management, investment advisory, custodian services, and inheritance planning tailored to high-net-worth individuals; Asset Management, a multi-boutique platform offering active investment strategies, including equities, fixed income, multi-asset solutions, and sustainable investment products distributed via wholesale and institutional channels; and Investment Banking, which focuses on derivatives, structured products (where it ranks among Europe's leading issuers), brokerage, and selective corporate finance services for external asset managers and institutional counterparties. Vontobel Holding AG serves diverse client segments, from affluent private clients and families seeking personalized wealth preservation to professional investors and institutions pursuing alpha-generating opportunities in public and alternative markets, with a strong emphasis on active, buy-side investment expertise and ESG integration. In recent developments, Vontobel Holding AG completed the acquisition of IHAG Private Bank's client book in early 2025, adding approximately CHF 3 billion in assets and bolstering its private client presence in the DACH region; acquired a minority stake in Ancala Partners in 2024 to expand into private infrastructure investments, enhancing client access to stable, inflation-protected yields; reported strong positive net inflows and higher assets under management in its first nine months of 2025 trading update; and affirmed its strategic priorities at the November 2024 Investor Day, focusing on operational efficiencies, U.S. fund distribution in-sourcing, and diversification into high-growth asset classes. The Vontobel family and Vontobel Foundation maintain majority ownership, ensuring entrepreneurial independence alongside the transparency of its listing on the SIX Swiss Exchange under the ticker VONN.SW.