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 Rhône 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

BILLY  OBREGÓN - Head Private Clients Americas & CEO of Vontobel Swiss Financial Advisers

Based in New York, I am responsible for overseeing all private client business activities in the Americas region.

Prior to joining Vontobel SFA, I was the Head of Latin America at Deutsche Bank Wealth Management where I was responsible for providing investment opportunities and solutions to family offices and ultra-high-net-worth clients across the Latin America region. I spent over two decades at Deutsche Bank AG where I held various senior management roles, including Head of Investment Sales and Head of One Bank Solutions for the Wealth Management Americas region.

I hold a Bachelor of Science with a concentration in Business Management and Finance from Brooklyn College of the City University of New York and an MBA in Strategy and International Business from The Lubin School of Business of Pace University. I am FINRA Series 7, 9, 10, 24, 63 and 65 registered.

info@vontobelsfa.com

+41 58 283 81 11