Culture & History

Our Approach: Rigorous. Disciplined. Time-tested.

We consistently apply the same disciplined approach across all strategies, regardless of the market environment. 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.

1924

  • Beginnings of Vontobel in Zurich with the founding of the brokerage firm F.E. Haeberli & Cie

1984

  • Founding of Vontobel USA Inc. in New York

1990

  • April

    U.S. Equity Strategy inception

    Launch of U.S. Equity SEC-registered mutual fund

  • July

    International Equity Strategy inception

    Launch of International Equity SEC-registered mutual fund

1992

  • November

    Emerging Markets Equity Strategy inception

    Launch of Emerging Markets Equity SEC-registered mutual fund

1994

  • April

    Global Equity Strategy inception

1995

  • Reached $1 billion in assets under management

1999

  • September

    International Equity Strategy reaches $1 billion

2000

  • January

    Far East Equity Strategy inception
    (Vontobel Quality Growth™ team took over management of the Far East fund from United Overseas Bank Ltd.)

2001

  • July

    European Equity Strategy inception

2002

  • Vontobel USA Inc. renamed Vontobel Asset Management, Inc.

2003

  • December

    U.S. Equity Strategy reaches $1 billion

2005

  • April

    Began U.S. mutual fund sub-advisory relationship
    with Virtus Investment Partners Inc.

  • June

    Far East Equity Strategy reaches $1 billion

2006

  • May

    Emerging Markets Equity Strategy reaches $1 billion

  • September

    Reached $5 billion in assets under management

2009

  • March

    Vontobel Asset Management, Inc. exclusively focuses on institutional business, exiting from private wealth management

2010

  • September

    Reached $10 billion in assets under management

2011

  • December

    Global Equity Strategy reaches $1 billion

2012

  • February

    European Equity Strategy reaches $1 billion

2013

  • May

    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)

2015

  • January

    Vontobel International Equity Institutional Fund (VTIIX) and Vontobel Global Equity Institutional Fund (VTEIX) inception (U.S. SEC-registered institutional mutual funds)