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 09/30/16. The fund's latest filing disclosed 187MM in positions, representing 10% of the manager's regulatory AUM.

VONTOBEL SWISS WEALTH StockAlpha

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Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

VONTOBEL SWISS WEALTH Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
EEMV 8.01% ETF -7.77% -0.74% 0 3%
EWL 7.86% ETF -7.33% -0.68% 0 0%
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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.



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The selection of an appropriate investment strategy, from Fixed Income Plus or Conservative to Balanced and Growth must fit...
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VONTOBEL SWISS WEALTH Portfolio Concentration

VONTOBEL SWISS WEALTH Location

TOEDISTRASSE 17
ZURICH, SWITZERLAND, CH - 8022

VONTOBEL SWISS WEALTH Contact Information

Phone Number: +41 44 287 81 11
Fax Number: +41 44 287 81 12
Website:

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