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| Vontobel Swiss Financial Advisers AG
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|---|---|
| CRD # | 130668 |
| SEC # | 801-63660 |
| CIK # | 0001352469 |
| AUM | 11.94 B (2026-03-31) |
| Employees | 105 (57% Investors, 1% Brokers) |
| Fees | |
| Minimum | |
| Phone | 41582388111 |
| Address | Spluegenstrasse 5 Zurich, Switzerland |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001352469 |
| Sector | Form 13F Holdings | Value ($B) |
|---|---|---|
| Microsoft Corp | 1.2 | |
| Nvidia Corp | 1.0 | |
| Amazon Com Inc | 0.8 | |
| Waste Management Inc | 0.7 | |
| Alphabet Inc | 0.6 | |
| CME Group Inc | 0.6 | |
| UBS Group AG | 0.6 | |
| Coca Cola Co | 0.5 | |
| Broadcom Inc | 0.5 | |
| Boston Scientific Corp | 0.5 | |
| Apple Inc | 0.5 | |
| Mastercard Inc | 0.5 | |
| Netflix Inc | 0.5 | |
| Logitech International Sa | 0.4 | |
| Alphabet Inc | 0.4 | |
| Ritchie Bros Auctioneers Inc | 0.4 | |
| Facebook Inc | 0.4 | |
| Alcon Inc | 0.4 | |
| Taiwan Semiconductor Manufacturing Co Ltd | 0.4 | |
| Intuit Inc | 0.4 | |
| Caseys General Stores Inc | 0.4 | |
| Autozone Inc | 0.3 | |
| Ferguson Enterprises Inc /DE/ | 0.3 | |
| Aon Corp | 0.3 | |
| Intercontinentalexchange Group Inc | 0.3 | |
| Thermo Fisher Scientific Inc | 0.3 | |
| Abbott Laboratories | 0.3 | |
| Synopsys Inc | 0.3 | |
| TJX Companies Inc /DE/ | 0.3 | |
| Johnson & Johnson | 0.2 | Prev | Page 1 | Next |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 450 | 0.4 |
| (b) Individuals (high net worth individuals) | 1,875 | 9.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 6 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 238 | 2.1 |
| (n) Other | 14 | 0.1 |
| Total | 3,488 | 11.9 |
| By Discretionary | ||
| Discretionary | 1,959 | 5.4 |
| Non-Discretionary | 1,529 | 6.6 |
| Total | 3,488 | 11.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.4 | |
| United States Persons | 10.6 | |
| Total | 3,488 | 11.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-NT | [0001352469] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $2.5B |
| Clients | 308 (20 non-US) |
| Serves | Retail |
| LEI | 67FTM1PK7URN4JC4C454 |
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|---|---|---|
|
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Vanguard Personalized Indexing Management
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Apella Capital LLC
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Facet Wealth Inc
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|
Evanson Asset Management LLC
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5,907.2 M | |
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T Rowe Price Advisory Services Inc
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MD | 5,899.4 M |
|
Evanson Financial LLC
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|
5,847.1 M | |
|
Klingman and Associates LLC
✚
|
NY | 5,664.7 M |
|
Pacific Financial Group Inc
✚
|
TN | 5,073.3 M |