SWISS SEC-REGISTERED INVESTMENT ADVISOR SERVING US, CANADIAN, AND LATIN AMERICAN CLIENTS

VONTOBEL SWISS FINANCIAL ADVISERS

VONTOBEL SWISS FINANCIAL ADVISERS AG

Headquarters

Gotthardstrasse 43, 8022 Zurich | +41 58 283 81 11

USA (Toll free) +1 855 853 4288

CH (Toll free): 0800 550 377

Monday through Friday, 9 a.m. to 6 p.m. CET

Branch offices

Rue du RhĂ´ne 31, 1204 Geneva | +41 58 283 81 51

1001 Brickell Bay Drive, Suite 2300, Miami, FL 33131, USA | +1 786 904 3870

66 Hudson Boulevard, 34th Floor, Suite 3401, New York, NY 10001, USA | +1 212 476 8240

info@vontobelsfa.com

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

PETER ROMANZINA
PETER ROMANZINA - CEO

I have over 20 years senior management experience, including more than a decade of Swiss equity research, strategy and sales support. In 2010, I joined Vontobel as Head of Brokerage. Under my leadership, Vontobel was named a “leading brokerage firm” for Swiss equities nine consecutive times by the Extel Survey. Alongside my responsibilities as Head of Brokerage for Vontobel, from 2010 to 2019, I also served as Vice Chairman of the Board of Directors of Vontobel Securities AG – a US broker/dealer. Since 2020, I have led the transformation of Vontobel Swiss Equity Research from a sell- to buy-side model – demonstrably creating value for Vontobel Wealth Management clients.

I have a diploma in Business Management from PWA in Zurich and am a Certified International Analyst (CIIA), a Certified Financial Analyst (CFA®) Charter holder as well as Financial Risk Manager, FRM®.

info@vontobelsfa.com

+41 58 283 81 11

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