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VONTOBEL SWISS FINANCIAL ADVISERS
Legal name: VONTOBEL SWISS FINANCIAL ADVISERS AG
CRD 130668File 801-63660
APPROVED
Retail clients
Custody
Filing as of Jul 7, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$11.94B
Top 10% of cohort (national)
Discretionary AUM
$5.39B
Non-discretionary $6.56B
Clients
2,569
3,488 accounts
Employees
105
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Dec 3, 2004
- Principal office
- SPLUEGENSTRASSE 5, ZURICH, 8022
- Phone
- +41-58-2388111
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $11.94B
- Discretionary AUM
- $5.39B
- Non-discretionary AUM
- $6.56B
- Discretionary accounts
- 1,959
- Non-discretionary accounts
- 1,529
- Total accounts
- 3,488
- AUM per client
- $4.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 238 | $2.06B |
| Charitable organizations | 6 | $76.1M |
| High net worth individuals | 1,875 | $9.30B |
| Individuals (other than high net worth individuals) | 450 | $430.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- Yes
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 2583 | 2569 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.