Investment adviser · CRD 130668

VONTOBEL SWISS FINANCIAL ADVISERS

Investment adviser filing (IA)

VONTOBEL SWISS FINANCIAL ADVISERS AG

ZURICH, Switzerland · Form ADV filed Sep 4, 2026

Regulatory AUM
$11.9B
Form ADV · Item 5.F
Client accounts
3,488
Accounts, not individual clients
Employees
105
Reported in this filing
Advisory professionals
60
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals1,875$9,303,506,03977.9%
Corporations & businesses238$2,061,036,47917.3%
Individuals450$430,624,4123.6%
Charities6$76,084,9460.6%
Other clients14$73,681,2580.6%
Filing source

Form ADV 2128209 · Sep 4, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Sep 4, 2026. View historical filings

Reported services

Individual portfolio management

Compensation

Percentage of assets

Principal office

SPLUEGENSTRASSE 5
ZURICH, 8022, Switzerland

CRD 130668

Filing source

Form ADV 2128209 · Sep 4, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.