Market Closed -
Other stock markets
|
5-day change | 1st Jan Change | ||
51.4 CHF | +0.19% | +4.90% | -5.69% |
Apr. 25 | Investment Management Firm Vontobel's AUM Rises QoQ in Q1 | MT |
Apr. 23 | Corrected : Could the 10-Year Treasury Yield Go Back Up To 5%? | DJ |
Business Summary
Number of employees: 2,164
Sales per Business
CHF in Million | 2022 | Weight | 2023 | Weight | 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 Million | 2022 | Weight | 2023 | Weight | 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 | Title | Age | Since |
---|---|---|---|
Christel de Lint
CEO | Chief Executive Officer | 51 | 20-12-31 |
Georg Schubiger
CEO | Chief Executive Officer | 55 | 12-07-31 |
Director of Finance/CFO | 54 | 20-07-27 | |
Compliance Officer | 58 | 21-05-31 | |
Markus Pfister
COO | Chief Operating Officer | 53 | 19-12-31 |
Peter Skoog
IRC | Investor Relations Contact | - | - |
Corporate Officer/Principal | - | - | |
Daniel Brueesch
PRN | Corporate Officer/Principal | - | - |
Marisa Walker
SEC | Corporate Secretary | - | - |
Caroline Knöri
HRO | Human Resources Officer | 49 | 18-05-31 |
Members of the board
Members of the board | Title | Age | Since |
---|---|---|---|
Maja Baumann
BRD | Director/Board Member | 47 | 16-04-19 |
Andreas Utermann
CHM | Chairman | 58 | 21-04-19 |
Bruno Basler
BRD | Director/Board Member | 61 | 04-12-31 |
Stefan Loacker
BRD | Director/Board Member | 54 | 18-04-17 |
David Cole
BRD | Director/Board Member | 62 | 16-04-19 |
Director/Board Member | 49 | 15-04-27 | |
Björn Wettergren
BRD | Director/Board Member | 43 | 16-04-19 |
Share class
Vote | Quantity | Free-Float | Company-owned shares | Total Float | |
---|---|---|---|---|---|
Stock A | 1 | 56,875,000 | 25,971,566 ( 45.66 %) | 1,600,529 ( 2.814 %) | 45.66 % |
Holdings
Name | Equities | % | Valuation |
---|---|---|---|
VONTOBEL HOLDING AG 2.94% | 1,672,240 | 2.94% | 101,556,038 $ |
Company contact information
Group companies
Name | Category and Sector |
---|---|
Vontobel Asset Management AG
Vontobel Asset Management AG Investment ManagersFinance Vontobel Asset Management AG (Vontobel AM) is the asset management subsidiary of Vontobel Holding AG (SWX: VONN) in Switzerland. Founded in 1988, the firm is headquartered in Zurich and manages assets for institutional clients and the Vontobel Group's pension funds. Vontobel AM is a socially responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI). |
Investment Managers
|
Vontobel Fonds Services AG
Vontobel Fonds Services AG Investment Banks/BrokersFinance Part of Vontobel Holding AG, Vontobel Fonds Services AG is a Swiss company that provides fund management services. The private company is based in Zurich, Switzerland. The CEO of the company is Diego Gadient. |
Investment Banks/Brokers
|
Bank Vontobel AG
Bank Vontobel AG Investment ManagersFinance Bank Vontobel AG (BV), formerly known as Bank J. Vontobel & Co AG, is a Zurich-based private bank. Established in 1924, BV is a wholly-owned subsidiary of Vontobel Holding AG (SW: VONN) and has offices in Geneva, New York, Frankfurt, Milan, Vienna and Luxembourg. The bank is VONN's private banking arm. In 2006 BV acquired the brokerage and corporate finance activities of Lombard Odier Darier Hentsch, which were integrated into their investment banking subsidiary, Vontobel Equity Research. BV specializes in financial consulting, research and wealth management via mutual funds, hedge funds, derivatives and special products for institutions, pension funds, corporates, high net-worth individuals, family offices and private individuals |
Investment Managers
|
Vontobel Beteiligungen AG
Vontobel Beteiligungen AG Financial ConglomeratesFinance Part of Vontobel Holding AG, Vontobel Beteiligungen AG is a Swiss company that provides investment services. The private company is based in Zurich, Switzerland. |
Financial Conglomerates
|
Vontobel Financial Products GmbH
Vontobel Financial Products GmbH Financial ConglomeratesFinance Vontobel Financial Products GmbH engages in the issuance of securities and derivative securities. It also conducts financial transactions and auxiliary financial operations. The company was founded on March 5, 2004 and is headquartered in Frankfurt, Germany. |
Financial Conglomerates
|
TwentyFour Asset Management LLP
TwentyFour Asset Management LLP Investment ManagersFinance TwentyFour Asset Management LLP (TwentyFour) is the Great Britain-based asset management subsidiary of Vontobel Asset Management UK Holdings Ltd., ultimately held by Vontobel Holding AG (SWX: VONN) in Switzerland. The firm was founded in 2008 and is headquartered in London. TwentyFour offers specialist fixed-income funds and services for professional and institutional clients, covering open ended funds, closed ended funds as well as segregated mandates. |
Investment Managers
|
Vontobel Financial Products Ltd.
Vontobel Financial Products Ltd. Investment ManagersFinance Vontobel Financial Products Ltd. engages in investment services. The company was founded on November 6, 2007 and is headquartered in Dubai, United Arab Emirates. |
Investment Managers
|
Vontobel Asset Management Asia Pacific Ltd.
Vontobel Asset Management Asia Pacific Ltd. Investment ManagersFinance Vontobel Asia Pacific Ltd. (Vontobel-Hong Kong) is an asset management firm headquartered in Hong Kong. The firm was founded in 2008 and is a wholly owned subsidiary of Vontobel Holding AG (SWX: VONN) in Switzerland. Vontobel-Hong Kong provides innovative and transparent investment solutions and financial advice for private and institutional clients. Their products are distributed directly to institutional clients and via wholesale channels as well as by Vontobel's cooperation partners. |
Investment Managers
|
Bank Vontobel Europe AG
Bank Vontobel Europe AG Investment ManagersFinance Part of Vontobel Holding AG, Bank Vontobel Europe AG is a German company that provides investment advice. The private company is based in Frankfurt, Germany. Thomas Richard Fischer has been the CEO of the company since 2014. |
Investment Managers
|
Sector
Sales per Business
Sales per region
EPS Revisions
1st Jan change | Capi. | |
---|---|---|
-6.06% | 3.1B | |
-6.67% | 113B | |
-3.45% | 87.7B | |
+20.96% | 63.57B | |
+3.41% | 60.75B | |
+9.86% | 42.76B | |
+8.18% | 40.93B | |
+18.34% | 34.26B | |
+1.06% | 24.34B | |
-5.38% | 22.1B |
- Stock Market
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- VONN Stock
- Company Vontobel Holding AG