Vontobel
Founded in Switzerland in 1924, Vontobel is a global investment firm offering active asset management, investment banking services, and private banking solutions. Its expertise spans derivatives, structured products, brokerage, corporate finance, equity investments, fixed income, thematic equities, alternatives, and wealth management.
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Past deals in Zurich
UBS Swiss Financial Advisers
Acquisition in 2021
UBS Swiss Financial Advisers, based in Zürich, Switzerland, is an investment advisory firm that primarily serves high net worth individuals and manages accounts for corporations. As a subsidiary of UBS Global Asset Management, the firm specializes in providing tailored financial services that enable US investors to access international investment opportunities. UBS Swiss Financial Advisers focuses on managing separate equity and fixed income portfolios, investing in public markets worldwide, and offering a diverse range of mutual funds. The firm's goal is to facilitate global diversification for its clients, leveraging its expertise in international markets.
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