Vontobel Swiss Financial Advisers AG
● SEC registered since 2004CRD 130668SEC# 801-63660Zurich
Reg. AUM
$11.94B
Employees
105
Accounts
3,488
Location
Zurich
Vontobel Swiss Financial Advisers AG assets under management
Vontobel Swiss Financial Advisers AG is an SEC-registered investment adviser based in Zurich. The firm has been registered since 2004. It reports $11.9 billion in regulatory assets under management and employs 105 people.
Vontobel Swiss Financial Advisers AG owners & executives
11 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Anna Christine Rode Control | Chief Compliance Officer | Under 5% | 2025 |
| Arturo Stoeklin Control | Management Committee Member | Under 5% | 2024 |
| Billy R Obregon Control | Ceo | Under 5% | 2025 |
See all 11 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Vontobel Swiss Financial Advisers AG manage?
Vontobel Swiss Financial Advisers AG reports $11.9 billion in regulatory assets under management on its Form ADV.
How many employees does Vontobel Swiss Financial Advisers AG have?
Vontobel Swiss Financial Advisers AG reports 105 employees.
Where is Vontobel Swiss Financial Advisers AG located?
Vontobel Swiss Financial Advisers AG is based in Zurich and has been SEC-registered since 2004.
Does Vontobel Swiss Financial Advisers AG disclose fund performance?
Vontobel Swiss Financial Advisers AG is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | Spluegenstrasse 5, Zurich 8022 |
| Phone | +41-58-2388111 |
| Office hours | 9 a.m. - 5 p.m. Cet |
| SEC region | HQ |
| CIK | 1352469 |
| Discloses disciplinary history | No |
Regulatory AUM
$11.94B▲ 29%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 7%
Larger than 93% of 16,271 advisers
EmployeesTop 7%
More than 93% of 16,825 advisers
Assets under management
$11.94Bregulatory AUM
Discretionary $5.39BNon-discretionary $6.56B