Vontobel's leadership position in the global financial community stems from our commitment to developing and implementing strategies that fulfill our clients' investment and client servicing needs.
Our organization is designed to combine the best features of a large investment firm, while maintaining portfolio teams in a small-boutique atmosphere. Our firm has the ability to maintain a strong in-house research staff, invest in new technology, exploit opportunities around the globe, and achieve economies of scale in administration and trading.
Each account is assigned to a dedicated relationship manager to ensure that our client’s needs are met.
Client Service Overview
Our firm is committed to providing comprehensive, personalized and timely client service. After the initial establishment of investment objectives, we generally meet with each client on a quarterly or semi-annual basis at either the client’s office or at our New York headquarters.
We offer a large array of standard client reports and also create customized reports at the request of our clients. Additionally, we provide educational seminars for our institutional clients upon request.