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- Custodian
- Bank Vontobel
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-03-2004
- Office Locations
- 4
Office Locations
About Vontobel Swiss Financial Advisers
Vontobel Swiss Financial Advisers AG provides wealth management solutions for US clients seeking international diversification. Based in Switzerland, it offers multi-currency, multi-asset investing across jurisdictions, with options to delegate management or invest with adviser support and execution, and helps ensure US tax statements capture international income. Wholly owned subsidiary of Vontobel Holding AG (founded 1924, SIX-listed) with offices in Zurich, Geneva, New York, and Miami.
Team overview
Insights
Asset Classes
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Maria-Antonella Bino
Board Member
- CRD
- --
- Ownership
- Less than 5%
DANIELA DIETHELM
Chief Operating Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 10 owners & executives
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Victor Manuel Cuenca Barrero
--
- CRD
- #8022557
JOAO RAUL DECASTRO
--
- CRD
- #2366839
Showing 2 of 14 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,385,465,497 | $2,749,089 |
| Non-Discretionary | $6,559,467,637 | $4,290,038 |
| Total | $11,944,933,134 | $3,424,579 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Sovereign Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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