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Vontobel Swiss Wealth Advisors Ag

Vontobel Swiss Wealth Advisors Ag is a RIA with $2B in AUM and with 4 advisors nationwide.

Advisors (4)

Name Start Date
Oliver E Hohermuth Oct 2010
Sabina Barbara Weber Sauser Oct 2010
Deepak Soni Oct 2010
Jordan Scott Roberts Jul 2015
*Unless otherwise noted, an advisor's inclusion in the above list is based on that advisor's registration as per their SEC registration filing. Please note that the advisor is required to provide this information only while registered with an investment advisor firm and the information is not updated through Form U4 after the advisor ceases to be registered. Therefore, an advisor listed above may no longer be employed by that firm. Please contact the firm directly to determine the employment status of the advisors listed above.

Firm Assets Under Management

$1.8B
Total Assets
754
Accounts
$2.4M
Estimated Average Account Balance
*The AUM displayed is firm level data as reported on the SEC ADV filings and may not reflect all of a firm's assets.
*Average Account Balance is the total AUM of the firm divided by the number of accounts listed on the SEC ADV filing. This calculation is an estimate.

Ownership

  •   Vontobel Holding Ag (75% or more)
  •   Executives with less than 5% share each

*The pie chart is not drawn to scale and is simply included to make the data visually understandable. The ownership is from the firm's or advisor's Form ADV. Executives with less than 5% share may not own any of the firm. Please see the Form ADV for complete disclosure.

Executives and Control Persons

Name Title Tenure Date
Sabina Barbara Weber Sauser Head Investment Management/Executive Director 09/01/2010
Natalie Peter Vice Chairman/Director 09/01/2010
Deepak Soni Chief Executive Officer 09/01/2012
Georg Schubiger Chairman/Director 09/01/2012
Lukas Weber Director 03/01/2015

Affiliated Investment Advisors and Broker Dealers

No firm affiliates listed.

Principal Office & Place of Business

Principal Office

Address:
Phone Number: +41 44 287 81 11
Other Offices Address City State Zip
100 Crescent Court Dallas TX 75201

Firm Compensation Arrangements

Types of Compensation Arrangements

  • Percentage of Assets