Culture & History
We have fostered a boutique culture of entrepreneurial independence combined with Swiss precision. Find out below how our rich culture and history has shaped us into the firm we are today.
We Have a Clear Identity
We know our strengths and we are consistent with our approach. Our clients can depend on us to remain disciplined in our bottom-up approach to all of our strategies, regardless of market conditions. Clients can also expect us to remain steadfast in our relationships – ensuring an alignment of interests. In fact, we value a good client fit over simply increasing our assets under management.
A Shared Sense of Purpose
A strong commitment to our investment philosophy goes beyond our investment team and encompasses all employees – at every level and function of the organization. This shared sense of purpose is what allows us to perform well as a team. Our passion for our investment approach is authentic and we believe it is felt in every client interaction.
And Take Nothing For Granted
We are constantly alert to changes in the market and regulatory environment, and never rely on our past success to carry us forward.
Milestones for Vontobel and Vontobel Quality Growth Boutique
We are pleased to highlight our many achievements below.
History of Vontobel Asset Management Global.
Beginnings of Vontobel in Zurich with the founding of the brokerage firm F.E. Haeberli & Cie
Founding of Vontobel USA Inc. in New York
U.S. Equity Strategy inception
Launch of U.S. Equity SEC-registered mutual fund
International Equity Strategy inception
Launch of International Equity SEC-registered mutual fund
Emerging Markets Equity Strategy inception
Launch of Emerging Markets Equity SEC-registered mutual fund
Global Equity Strategy inception
Reached $1 billion in assets under management
International Equity Strategy reaches $1 billion
Far East Equity Strategy inception
(Vontobel Quality Growth™ team took over management of the Far East fund from United Overseas Bank Ltd.)
European Equity Strategy inception
Vontobel USA Inc. renamed Vontobel Asset Management, Inc.
U.S. Equity Strategy reaches $1 billion
Began U.S. mutual fund sub-advisory relationship
with Virtus Investment Partners Inc.
Far East Equity Strategy reaches $1 billion
Emerging Markets Equity Strategy reaches $1 billion
Reached $5 billion in assets under management
Vontobel Asset Management, Inc. exclusively focuses on institutional business, exiting from private wealth management
Reached $10 billion in assets under management
Global Equity Strategy reaches $1 billion
European Equity Strategy reaches $1 billion
Began U.S. mutual fund advisory relationship with Advisors Investment Trust (AIT). Vontobel Global Emerging Markets Equity Institutional Fund (VTGIX) inception (U.S. SEC-registered institutional mutual fund)
Vontobel International Equity Institutional Fund (VTIIX) and Vontobel Global Equity Institutional Fund (VTEIX) inception (U.S. SEC-registered institutional mutual funds)
MarchVontobel U.S. Equity Institutional Fund (VTUIX) inception (U.S. SEC-registered institutional mutual fund)