Company Vontobel Holding AG

Equities

VONN

CH0012335540

Investment Management & Fund Operators

Market Closed - Swiss Exchange 11:31:30 2024-04-26 am EDT 5-day change 1st Jan Change
51.4 CHF +0.19% Intraday chart for Vontobel Holding AG +4.90% -5.69%

Business Summary

Vontobel Holding AG is a Switzerland-based private bank and holding company of the Vontobel Group. It is structured into three main business units: Private Banking, Investment Banking, and Asset Management. Private Banking services include portfolio management services for private clients and active investment advisory and custodian services. The Investment Banking business unit focuses on the derivatives and structured products business and on brokerage, as well as on selected corporate finance activities. Asset Management specializes in active asset management based on asset allocation, stock selection and multi-manager approaches. Its products are distributed through wholesale channels and directly to institutional clients. The Bank operates a number of subsidiaries located in Switzerland, Austria, Germany, the United States, the United Kingdom, the United Arab Emirates, Hong Kong, Singapore and Grand Cayman, among others.

Number of employees: 2,164

Sales per Business

CHF in Million2022Weight2023Weight Delta
Wealth Management
57.3 %
646 50.3 % 747 57.3 % +15.66%
Asset Management
29.4 %
457 35.5 % 384 29.4 % -15.88%
Digital Investing
11.8 %
186 14.5 % 154 11.8 % -16.91%
Center of Excellence / Reconciliation
1.5 %
-3 -0.2 % 19 1.5 % -719.35%

Sales per region

CHF in Million2022Weight2023Weight Delta
Switzerland
69.3 %
795 61.9 % 904 69.3 % +13.67%
Europe Excluding Switzerland
16.5 %
280 21.8 % 215 16.5 % -23.23%
Other Countries
9.6 %
136 10.6 % 125 9.6 % -7.73%
Americas
4.6 %
74 5.7 % 60 4.6 % -18.45%

Managers

Managers TitleAgeSince
Chief Executive Officer 51 20-12-31
Chief Executive Officer 55 12-07-31
Director of Finance/CFO 54 20-07-27
Compliance Officer 58 21-05-31
Chief Operating Officer 53 19-12-31
Investor Relations Contact - -
Corporate Officer/Principal - -
Corporate Officer/Principal - -
Corporate Secretary - -
Human Resources Officer 49 18-05-31

Members of the board

Members of the board TitleAgeSince
Director/Board Member 47 16-04-19
Chairman 58 21-04-19
Director/Board Member 61 04-12-31
Director/Board Member 54 18-04-17
Director/Board Member 62 16-04-19
Director/Board Member 49 15-04-27
Director/Board Member 43 16-04-19

Share class

VoteQuantityFree-FloatCompany-owned sharesTotal Float
Stock A 1 56,875,000 25,971,566 ( 45.66 %) 1,600,529 ( 2.814 %) 45.66 %

Shareholders

NameEquities%Valuation
Vontobel-Stiftung
14.90 %
8,474,375 14.90 % 515 M CHF
Vontrust AG
14.29 %
8,125,000 14.29 % 493 M CHF
6,028,750 10.60 % 366 M CHF
3,583,125 6.300 % 218 M CHF
Corvus Stiftung
4.700 %
2,673,125 4.700 % 162 M CHF
UBS Asset Management Switzerland AG
3.062 %
1,741,536 3.062 % 106 M CHF
1,672,240 2.940 % 102 M CHF
Zeno Staub
0.2792 %
158,770 0.2792 % 10 M CHF
Argenta Spaarbank NV
0.2636 %
149,919 0.2636 % 9 M CHF
Universal-Investment-Gesellschaft mbH (Invt Mgmt)
0.1597 %
90,856 0.1597 % 6 M CHF

Holdings

NameEquities%Valuation
1,672,240 2.94% 101,556,038 $

Company contact information

Vontobel Holding AG

Gotthardstrasse 43

8022, Zurich

+41 58 283 71 11

http://www.vontobel.com
address Vontobel Holding AG(VONN)

Group companies

NameCategory and Sector
Investment Managers
Investment Banks/Brokers
Investment Managers
Financial Conglomerates
Financial Conglomerates
Investment Managers
Investment Managers
Investment Managers
Investment Managers
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