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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
PureFunds ISE Cyber Security ETF $506,000

    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