Vontobel Strengthens Consultant Relations in the US
In this newly created role, Marty Coughlin will be responsible for building and deepening relationships with US-focused investment consultants, helping to strengthen Vontobel’s institutional presence.
Vontobel Enters Active ETF Market With First Launch in the US
Over the past 10 years, active ETF assets under management have grown at a compound annual growth rate of 39%.1 Vontobel’s entry into the active ETF market enables clients to access its active product offering with the benefits of liquidity, transparency and potential tax efficiency. This new offering complements the firm’s solutions capabilities while staying true to the principles that define its active investment approach.
Vontobel Launches Global Equity Fund
The Vontobel Global Equity Fund (VNGIX) is an actively managed fund investing in companies in both developed and emerging markets. Consistent with the firm’s Quality Growth investment philosophy, the fund seeks to invest long-term in companies with stable, predictable and sustainable earnings growth.
Vontobel Completes Acquisition of a Significant Minority Stake in Private Infrastructure Manager Ancala
Vontobel has successfully completed the acquisition of a significant minority stake in Ancala Partners LLP (Ancala), a London-based independent private infrastructure manager.
Vontobel Strengthens US Distribution Team With Two New Hires
Vontobel has appointed Donald Gentile and Mariana Zubritski-Corovic as National RIA Sales and Consultant Relations Manager, respectively. These newly created roles support the firm’s client-focused commitment and expanded direct distribution efforts.
Vontobel launches International Equity Fund
The Vontobel International Equity Fund (VNIIX) is an actively managed fund, investing in companies primarily domiciled outside the US in both developed and emerging markets. Following the Quality Growth investment philosophy, the fund seeks to invest long-term in companies with stable, predictable and sustainable earnings growth. The fund is launching with strong client backing of USD 146 million as of April 22, 2024.
Vontobel Wins CIO 2023 Industry Innovation Award
Vontobel was named a winner at the CIO Asset Management & Servicing Industry Innovation Awards in the category of emerging markets.
Vontobel Completes Acquisition of UBS Swiss Financial Advisers
Vontobel (SWX: VONN), the global investment firm, today announced the closing of the acquisition of UBS Swiss Financial Advisers AG (SFA), effective August 1, 2022. With this transaction, which was announced on December 16, 2021, Vontobel is further strengthening its platform providing clients with a global investment approach and geographic diversification. Prior to the acquisition, Vontobel – through Vontobel Swiss Wealth Advisors (VSWA) – already ranked as one of the leading Swiss-domiciled providers of wealth management investment solutions for US and qualified Canadian investors.
Vontobel to acquire UBS’s Swiss Financial Advisers business serving US clients seeking geographic diversification
Vontobel (SWX: VONN), the global investment firm, today announced it signed an agreement to purchase UBS Swiss Financial Advisers AG (SFA), a subsidiary of UBS AG, based in Zurich. With this acquisition, Vontobel will further strengthen its platform providing clients with a global investment approach and geographic diversification. Vontobel, through Vontobel Swiss Wealth Advisors (VSWA), is one of the leading Swiss-domiciled providers of wealth management investment solutions for US and qualified Canadian investors.
