Vontobel Holding AG

Vontobel Holding AG, a financial services company founded in 1924 and based in Zurich, Switzerland, offers a comprehensive suite of financial solutions to both individual and institutional clients. Its operations are divided into four main segments: Wealth Management, Asset Management, Platforms & Services, and Digital Investing. The Wealth Management division provides clients with personalized financial planning and advisory services, encompassing managed investment solutions, various investment products, pension and estate planning, succession planning, and general financial consulting. This segment also extends to specialized services such as real estate financing and Lombard loans. Through its Asset Management arm, Vontobel delivers a range of investment strategies, including equities, fixed income, multi-asset portfolios, and diverse fund solutions. The Platforms & Services segment supports financial professionals with an array of advanced technological platforms and related services. Notable offerings include EAMNet, an integrated hub for trading, reporting, and research; deritrade, a multi-issuer platform for crafting and issuing bespoke structured products; cosmofunding, a capital and money market platform that facilitates the securitization of traditional loans and private placements; and investerest, a social marketplace for investment ideas. Additionally, this segment provides derifactory, a white-labeling platform for structured products, electronic trading solutions for professionals, structured investments, funds, investment strategy and research, EAM (External Asset Manager) support, and ESG (Environmental, Social, and Governance) insights and news. Finally, the Digital Investing segment caters to modern investors with digital platforms such as Vontobel Volt, a dedicated digital wealth management solution. It also features investerest, a social investing marketplace designed to integrate and standardize a broad spectrum of investment strategies, and provides access to structured and leveraged investment products.