Headquartered in Zurich, Switzerland, the world’s capital of Private Banking, Vontobel Swiss Wealth Advisors AG is a wholly-owned subsidiary of the widely respected Vontobel, family-owned since 1924. Vontobel Swiss Wealth Advisors AG is dedicated to the needs of US investors.
Vontobel Swiss Wealth Advisors AG understands the needs of American investors. Vontobel AG provides US tax statements to assist its clients with their US tax reporting obligations on worldwide income.
With its listing on the Swiss Stock Exchange (“Vontobel N”), Vontobel provides the transparency of a public listed company. Its state-of-the-art multi-currency platform enables it to diversify its clients’ portfolio into non-US dollar investments.
Registered as an Investment Adviser with the US Securities and Exchange Commission (SEC), the company combines all the benefits of US compliance with the qualities that make Swiss banking legendary around the world: strengths such as stability, service excellence, global reach, integrity and confidentiality. The clients’ assets are indeed geographically located in politically and economically stable jurisdiction.