Vontobel Swiss Financial Advisers AG (Vontobel SFA) is a registered investment advisor based in Zurich, Switzerland, offering wealth management services to individuals. Vontobel SFA provides both discretionary (Managed Solution Mandates) and non-discretionary (Investment Advisory Mandates) investment management services. Clients can choose a combination of both. Vontobel SFA offers a wrap fee program that includes ongoing investment advice, securities execution, and custody services.
Fee Structure
Vontobel SFA offers both discretionary and non-discretionary investment advisory services. Fees are calculated as a percentage of assets under management and vary depending on the investment strategy selected. The wrap fee includes ongoing investment advice, securities execution, and custody services.
Specific fee schedules are provided for Managed Solution Mandates and Investment Advisory Mandates, with rates decreasing as assets increase. Fees are negotiable and can be structured as a flat fee or tiered based on asset levels. Minimum investment amounts apply to each program.