VONTOBEL SWISS FINANCIAL ADVISERS AG
Headquarters
Gotthardstrasse 43, 8022 Zurich | +41 58 283 81 11
USA (Toll free)Â +1 855 853 4288
CH (Toll free):Â 0800 550 377
Monday through Friday, 9 a.m. to 6 p.m. CET
Branch offices
Rue du Rhône 31, 1204 Geneva | +41 58 283 81 51
1001 Brickell Bay Drive, Suite 2300, Miami, FL 33131, USA | +1Â 786 904 3870
66 Hudson Boulevard, 34th Floor, Suite 3401, New York, NY 10001, USA |Â +1 212 476 8240
Minimum amount of investment preferred: CHF 1,000,000
At Vontobel Swiss Financial Advisers, we focus on gaining a deep understanding of our clients’ needs and investment goals in order to offer them first-class, customized financial solutions. We harness the power of technology to deliver a high-quality, individual client experience – leveraging our investment expertise across multiple platforms and ecosystems. Our clients typically choose between Swiss or US custody and we can implement or adapt multi-asset and multi-currency investment strategies for them.
We believe that successful investing begins with the assumption of personal responsibility and that our clients want to invest for a better future. As their trusted partner, we are committed to helping them achieve that goal. Building on the Swiss values of stability and security, we offer opportunities for diversification based on a personalized, strategic and long-term asset allocation. Precision, integrity and confidentiality are the hallmarks of our successful relationship with our clients.
Registered with the Securities and Exchange Commission in the US as an Investment Advisor.
Registered with the Canadian Securities Administrator: International Adviser Exemption for Alberta, British Columbia, Nova Scotia, Ontario, Québec
BILLY  OBREG Ó N - Head Private Clients Americas & CEO of Vontobel Swiss Financial Advisers
I am responsible for Vontobel’s Americas business within its Private Bank division with offices in New York, Miami and Zurich. I oversee all private banking matters including market strategy, business development, investment sales management, asset/liability management, wealth planning and asset allocation across multiple booking centers.
➨ Get in touch with me for further information and an initial conversation
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