Vontobel Holding AG
Company Profile
Business Description
Vontobel Holding AG is a publicly listed Swiss holding company that oversees an international investment firm with deep Swiss roots, specializing in wealth management, active asset management, and tailored investment solutions for private and institutional clients. Founded in 1924 as a brokerage and evolving into its current form by 1936 under family leadership, it manages over CHF 207 billion in assets as of recent reports, operating from its Zurich headquarters across 28 global locations. Majority-owned by the Vontobel family and the Vontobel Foundation through a pooling agreement, it maintains entrepreneurial independence while upholding public company transparency and standards, including strong credit ratings from Moody’s. Vontobel Holding AG emphasizes sustainability, ESG integration, and client-centric innovation, serving diverse markets from Switzerland to North America, APAC, and emerging regions. With more than 2,200 employees, it plays a pivotal role in the global financial landscape by empowering investors through active strategies and comprehensive services.
Profitability & Growth
Profitability
Recent Year-End
Balance Sheet Snapshot
Total Cash (MRQ)
13.19B
Total Debt (MRQ)
4.25B
Book Value / Share
44.47