Vontobel Holding

About The Fund

Vontobel is an international investment firm with Swiss roots, originally established as a brokerage in 1924 and evolved into an asset manager in 1936. With a mission to protect and build the wealth entrusted to them over the long term, they specialize in active asset management and tailor-made investment solutions. They are committed to providing responsible and forward-looking advice to their clients. Catering to both private and professional investors, Vontobel offers wealth management services, manages assets and funds, and provides insights into financial strategies and opportunities. They emphasize that investing is at the core of everything they do, and they actively pursue opportunities with determination, adhering to a philosophy of mastering what they do, and limiting their activities to areas of proven expertise. The firm remains in family hands since its inception and prides itself on maintaining close relationships with clients. Vontobel operates on the belief in active investing, emphasizing the importance of delivering value and expected performance. The firm is dedicated to shaping the future through investment expertise and has an employee and client satisfaction rate that reflects its commitment to excellence. With over 300 investment professionals, Vontobel has a diverse client base, including individuals, families, institutions, and intermediaries. Moreover, they actively discuss global financial trends and highlight their participation in facilitating transitions to a low-carbon economy and the importance of DEI in business. Vontobel is also engaged in impact investing in public markets, with a focus on reconciling measurable impact with performance. Their insights extend to various complex areas such as transition finance, reflecting their dedication to navigating and leading through financial complexities.