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Vontobel Swiss Wealth Advisors Ag

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

There is no ETF holding data from this firm to display at this time.

Assets

Assets

Last updated on Jan. 8, 2016
    • $1.8B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 754
      Accounts
    • $2.4M
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

Advisors

Current Advisors

# of advisors

2

name start date
Sabina Barbara Weber Sauser
October 2010
Deepak Soni
October 2010
    There are no advisors from this firm to display at this time.

    Leadership

    Ownership

    There is no ownership data available to display at this time.

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Sabina Barbara Weber Sauser Head Investment Management/Executive Director September, 2010 less than 5%
    Natalie Peter Vice Chairman/Director September, 2010 less than 5%
    Deepak Soni Chief Executive Officer September, 2012 less than 5%
    Georg Schubiger Chairman/Director September, 2012 less than 5%
    Lukas Weber Director March, 2015 less than 5%
    Rebecca Gene Brunner Chief Compliance Officer February, 2015 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets