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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

Assets

Assets

Last updated on April 17, 2017
    • $1.8B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 932
      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
Jakob Markus Schroeter
May 2016
Deepak Soni
October 2010

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Bank Vontobel Ag -- --
    Vontobel Asset Management, Inc. IAR $38,122,574,602
    Vontobel Securities Ltd. Broker-Dealer --

      Leadership

      Ownership

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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      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%
      Rebecca Gene Brunner Chief Compliance Officer February, 2015 less than 5%
      Markus Bruhin Chief Investment Officer & Head Investment Management / Member Of Vswa Management Team January, 2016 less than 5%
      Roger Scherer Chief Operating Officer January, 2013 less than 5%
      Christian Gmuender Director March, 2017 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets