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Vontobel

#3225

Rank

$3.64B

Marketcap

CH Switzerland

Country

Vontobel
Leadership team

Dr. Zeno Markus Staub Ph.D. (CEO, Head Platforms & Services and Member of the Exec. Board)

Dr. Thomas Anton Heinzl (CFO, CRO, Head of Fin. & Risk and Member of Exec. Board)

Mr. Felix Lenhard (COO, Head of Technology & Services and Member of the Exec. Board)

Products/ Services
Asset Management, Banking, Financial Services
Number of Employees
1,000 - 20,000
Headquarters
Basel, Basel-Stadt, Switzerland
Established
1924
Net Income
500M - 1B
Revenue
Above - 1B
Traded as
VONN.SW
Social Media
Overview
Location
Summary
Vontobel Holding AG provides various financial services to private and institutional clients. The company operates through Asset Management, Platforms & Services, Wealth Management, and Digital Investing segments. The Wealth Management segment offers managed solutions, advisory services, and investment products; and financial planning and consulting, pension planning, succession planning, and estate planning solutions, as well as real estate financing and Lombard loans. The Asset Management segment provides equities, fixed income, multi asset, and fund solutions. The Platforms & Services segment offers various platforms, such as EAMNet, an integrated and centralized product and services platform that provides trading, and reports to research services; deritrade, a multi-issuer platform that offers designing and issuing bespoke structured products; cosmofunding, a money and capital market platform that provides securitization of classic loan and private placement; investerest, a social investing market place; derifactory, a white-labeling platform for structured products; and electronic trading solutions for professionals, as well as structured investments, funds, investment strategy/research, EAM, ESG, and ESG insights and news solutions. The Digital Investing segment provides Vontobel Volt, a digital wealth management platform; investerest, a social investing market place that combines and standardizes the entire strategy and investment spectrum; and structured and leverage investment services. Vontobel Holding AG was founded in 1924 and is headquartered in Zurich, Switzerland.
History

1924Friedrich Emil Haeberli establishes the brokerage firm Haeberli & Cie.1936After Haeberli's death, Jakob Vontobel takes over the brokerage firm and establishes Bank J. Vontobel & Co.1943Jakob Vontobel's son, Hans Vontobel, joins the bank and, in 1951, is made a partner with unlimited liability. In 1972, Jakob Vontobel's grandson, Hans-Dieter Vontobel, joins the bank and is made a partner with unlimited liability in 1977.1984Bank J. Vontobel & Co is transformed into a limited liability corporation and the Group companies are combined within Vontobel Holding AG. The bearer shares of Vontobel Holding AG are listed on the Zurich Stock Exchange in 1986 and single-class registered shares are introduced in 2001.

Vontobel USA Inc. is founded in New York. This is followed by Vontobel Asset Management AG in 1988, Vontobel Bank & Trust Company Ltd in Grand Cayman and Vontobel Fonds Services AG in 1990, and Vontobel Fund Management SA in Luxembourg in 1991.1993Vontobel acquires a stake in Banque Tardy, de Watteville & Cie SA, Geneva, followed by a majority stake in Bankhaus Berger & Comp. AG, Salzburg, in 1995. In 1996, Bankhaus Berger opens a branch in Vienna.1999Vontobel Securities AG is established in Cologne. This is followed by Bank Vontobel AG, Vaduz, in 2000 and Vontobel Luxembourg SA in 2001. In 2002, Bank Vontobel Österreich AG opens a branch in Munich. Vontobel Asset Management GmbH commences operations in Frankfurt am Main. Vontobel Asset Management SGR SpA is founded in Milan in 2003.2000Bank J. Vontobel & Co AG is renamed Bank Vontobel AG. Banque Tardy, de Watteville & Cie SA now operates under the name Banque Vontobel Genève SA, and the former Bankhaus Berger is renamed Bank Vontobel Österreich AG. In 2002, Vontobel USA Inc. in New York is renamed Vontobel Asset Management, Inc.2001The loss-making Internet banking project 'y-o-u Bank' is discontinued prior to completion and a loss of CHF 151 million is recorded.2004Raiffeisen acquires a 12.5% stake in Vontobel Holding AG. The Vontobel family and the Vontobel Foundation continue to hold the majority of the company's share capital.2005Vontobel Financial Products GmbH, Frankfurt am Main, is founded.2006In January 2006, Vontobel acquires 56% of the share capital of Harcourt Investment Consulting AG from the Dutch firm NIBCapital N.V. Harcourt, which is domiciled in Zurich, is a leading provider of fund-of-hedge-funds and asset management mandates in the area of alternative investments for major institutional clients. The Vontobel Group launches transaction banking services for banks in Switzerland and Liechtenstein under the name VONSYS Vontobel Solutions for Your Sourcing. The Vontobel Group acquires the brokerage and corporate finance activities of Lombard Odier Darier Hentsch on 1 November 2006.2007Vontobel opens a branch for its commission business in London. Its offering comprises brokerage services – particularly equity analysis and investment advice. The Vontobel Campus is established in the centre of Zurich's banking and financial district. Vontobel moves into its new head office at Gotthardstrasse 43, which was built by Stücheli Architekten and forms the heart of the new campus, in November 2007. Deutsche Börse AG and its partners Bank Vontobel, Bankhaus Metzler, Commerzbank AG, Deutsche Bank AG, DZ Bank AG and Umicore AG & Co. KG establish Deutsche Börse Commodities GmbH at the end of November 2007.2008Vontobel Holding AG establishes a 100% subsidiary in the Dubai International Financial Centre . Vontobel Financial Products Ltd. commences operations at the end of March 2008 and replaces Bank Vontobel Cayman as the issuing platform for structured products. The Vontobel Group establishes VT Wealth Management AG, an independent wealth management company for Swiss and international private clients. Vontobel holds a 51% stake in the new company and 49% is held by the management.2009In May 2009, Bank Vontobel Europe AG, which is headquartered in Munich and is a 100% subsidiary of the Vontobel Group, commences operations in Germany after being granted a full banking license. In July 2009, the Vontobel Group acquires 100% of Commerzbank AG, which is headquartered in Zurich and has a branch in Geneva and a subsidiary in Vienna. The integration of Commerzbank results in a 20% increase in the volume of client assets held by the Vontobel Group's Private Banking business.2010Branches of Bank Vontobel AG open in Basel and Berne. Vontobel Swiss Wealth Advisors AG is founded in Zurich.2012Vontobel Financial Products Pte. Ltd. is founded in Singapore and Vontobel Wealth Management Ltd. is founded in Hong Kong.2015Vontobel announced it had acquired a 60 percent stake in Britain’s TwentyFour Asset Management, its first acquisition since Commerzbank in 2009.2016Vontobel now has a branch in Lugano.

Honorary President Dr. Hans J. Vontobel deceased at the age of 100.

Acquired Vescore2018Merged multi-asset capabilities with Vescore

Mission
Our mission is to help our clients turn their vision of success into reality. We are committed to delivering outstanding long-term value for clients through creative solutions, global expertise and a passion for excellence.
Vision
Our vision is to be the most admired boutique Swiss private bank for individuals and institutions in Europe, Asia Pacific and the Americas.
Key Team

Ms. Christel Rendu De Lint (Deputy Head of Investments & Member of Global Exec. Board)

Dr. Maria-Antonella Bino (Gen. Counsel, Head Legal & Compliance and Member of the Exec. Board)

Mr. Dan Scott (Chief Investment Officer and Head of Wealth Management Investment & Thematics Boutique)

Ms. Michele Schnyder (Head of Investor Relations)

Peter Dietlmaier (Head of Corp. Communications)

Ms. Caroline Knori (Head of HR)

Mr. Henry F. Detering (Chief Marketing Officer & Head of Global Marketing & Analytics)

Recognition and Awards
Vontobel has received a variety of awards over the years, including the coveted European Private Bank of the Year from the Financial Times and The Banker in 2017, and Best Private Bank Vontobel Switzerland in Global Finance magazine's 2017 Global Private Banking Awards.
References
Vontobel
Leadership team

Dr. Zeno Markus Staub Ph.D. (CEO, Head Platforms & Services and Member of the Exec. Board)

Dr. Thomas Anton Heinzl (CFO, CRO, Head of Fin. & Risk and Member of Exec. Board)

Mr. Felix Lenhard (COO, Head of Technology & Services and Member of the Exec. Board)

Products/ Services
Asset Management, Banking, Financial Services
Number of Employees
1,000 - 20,000
Headquarters
Basel, Basel-Stadt, Switzerland
Established
1924
Net Income
500M - 1B
Revenue
Above - 1B
Traded as
VONN.SW
Social Media