Investment adviser · CRD 154750

VONTOBEL SWISS WEALTH ADVISORS AG

Investment adviser filing (IA)

ZURICH, Switzerland · Form ADV filed Jan 4, 2023

Regulatory AUM
$3.76B
Form ADV · Item 5.F
Client accounts
1,397
Accounts, not individual clients
Employees
41
Reported in this filing
Advisory professionals
37
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 individuals882$3,694,820,24598.3%
Individuals128$57,682,4081.5%
Charities5$6,111,0090.2%
Corporations & businesses5$163,4270.0%
Filing source

Form ADV 1697389 · Jan 4, 2023 · 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: Jan 4, 2023. View historical filings

Reported services

Individual portfolio management · Business portfolio management · Educational seminars

Compensation

Percentage of assets

Principal office

SPLUGENSTRASSE 5
ZURICH, CH-8022, Switzerland

CRD 154750

Filing source

Form ADV 1697389 · Jan 4, 2023 · 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.