VONTOBEL SWISS WEALTH Overview
Vontobel Swiss Wealth Advisors Ag is an investment advisor that manages 1.8 BN dollars in regulatory AUM and has 22 employees, of which 15 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/14 to 09/30/20. The fund's latest filing disclosed 143MM in positions, representing 8% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/14 to 09/30/20. The fund's latest filing disclosed 143MM in positions, representing 8% of the manager's regulatory AUM.
VONTOBEL SWISS WEALTH StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
VONTOBEL SWISS WEALTH Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 5.45% | Tech | 5.74% | -0.14% | 0 | 36% | ||
| AVGO | 4.98% | Tech | 0% | -0.4% | 0 | 16% | ||
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FEATURED IN
VONTOBEL SWISS WEALTH Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Deepak Soni | Chief Executive Officer | September-2012 |
| Sabina B. Weber Sauser | Head Investment Management/Executive Director | September-2010 |
| Natalie Peter | Vice Chairman/Director | September-2010 |
| Georg Schubiger | Chairman/Director | September-2012 |
| Lukas Weber | Director | March-2015 |
| Rebecca G. Brunner | Chief Compliance Officer | February-2015 |
VONTOBEL SWISS WEALTH Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
VONTOBEL SWISS WEALTH Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
The investment management team receives investment analysis information from Bank Vontobel AG regarding model portfolio design, specific securities, general market conditions, economic forecasts. Along with research information from other sources, such as publications from other financial institutions and research services, the team constructs a recommended list of securities and a portfolio for each of the VSW A strategies by asset class and specific securities. The selection of the individual securities, whether US or non-US securities, will depend on the Key Investment Currency selected by the client.
For a description of the investment strategies and process, see Sections 4.3 - 4.5 above.
13
The selection of an appropriate investment strategy, from Fixed Income Plus or Conservative to Balanced and Growth must fit...
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The investment management team receives investment analysis information from Bank Vontobel AG regarding model portfolio design, specific securities, general market conditions, economic forecasts. Along with research information from other sources, such as publications from other financial institutions and research services, the team constructs a recommended list of securities and a portfolio for each of the VSW A strategies by asset class and specific securities. The selection of the individual securities, whether US or non-US securities, will depend on the Key Investment Currency selected by the client.
For a description of the investment strategies and process, see Sections 4.3 - 4.5 above.
13
The selection of an appropriate investment strategy, from Fixed Income Plus or Conservative to Balanced and Growth must fit...
Unlock Full Investment Process Description
VONTOBEL SWISS WEALTH Portfolio Concentration
VONTOBEL SWISS WEALTH Location
TOEDISTRASSE 17
ZURICH, SWITZERLAND, CH - 8022
ZURICH, SWITZERLAND, CH - 8022
VONTOBEL SWISS WEALTH Contact Information
Phone Number: +41 44 287 81 11
Fax Number: +41 44 287 81 12
Website: http://www.vontobeladvisors.com
Fax Number: +41 44 287 81 12
Website: http://www.vontobeladvisors.com
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