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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

Name Assets
WisdomTree Japan Hedged Equity Fund $13,215,000
iShares MSCI Switzerland Capped ETF $10,978,000
iShares MSCI Emerging Markets ETF $8,854,000
VanEck Vectors JP Morgan EM Local Currency Bond ETF $8,635,000
First Trust FTSE EPRA/NAREIT Developed Markets Real Estate Index Fund $8,315,000
iShares MSCI Eurozone ETF $7,721,000
iShares MSCI Europe Financials ETF $5,994,000
iShares MSCI Spain Capped ETF $4,970,000
iShares Edge MSCI USA Quality Factor ETF $4,876,000
SPDR S&P Emerging Europe ETF $4,834,000
EGShares Emerging Markets Consumer ETF $4,811,000
WisdomTree Europe SmallCap Dividend Fund $4,244,000
iShares Floating Rate Bond ETF $4,165,000
Alerian MLP ETF $4,164,000
VanEck Vectors Vietnam ETF $4,044,000
SPDR S&P Dividend ETF $3,892,000
WisdomTree Europe Hedged Equity Fund $3,843,000
SPDR Barclays Convertible Securities ETF $3,350,000
iShares MSCI United Kingdom ETF $3,224,000
SPDR Barclays Short Term Corporate Bond ETF $3,128,000
iShares 1-3 Year Treasury Bond ETF $3,029,000
WisdomTree United Kingdom Hedged Equity Fund $2,241,000
PowerShares S&P SmallCap Information Technology Portfolio $1,841,000
iShares MSCI Japan ETF $1,586,000
SPDR S&P 500 ETF Trust $909,000
PowerShares Buyback Achievers Portfolio $521,000
iShares MSCI Canada ETF $516,000
WisdomTree Emerging Markets SmallCap Dividend Fund $391,000
SPDR S&P Emerging Asia Pacific ETF $385,000
Guggenheim S&P 500 Pure Value ETF $282,000
SPDR Gold Shares $240,000
iShares MSCI India ETF $225,000
Vanguard Total Bond Market Index Fund $207,000

    Assets

    Assets

    Last updated on April 1, 2016
      • $1.5B
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 773
        Accounts
      • $1.9M
        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
    Deepak Soni
    October 2010
    Jakob Markus Schroeter
    May 2016

      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