Vontobel Launches Digital Wealth Management Tool

Vontobel announced the launch Vontobel Volt, a platform to provide wealthy clients digital access to the investment expertise of a global active wealth and asset manager.

Complementing the traditional active wealth management offering, Volt enables clients to experience and benefit from Vontobel’s comprehensive value proposition in a new way.

Georg Schubiger, Head of Wealth Management, stated,

Georg Schubiger

“Vontobel Volt adds a new digital dimension to our successful active wealth management offering. The new technology allows our wealthy clients to make direct, individual use of our investment expertise from any location at any time and to customize their portfolio. Volt complements our successful range of wealth management products and services and will create additional growth potential. Our clients can have confidence that every aspect of Volt – from the service offering and investment expertise to security – is 100% Vontobel,”

Vontobel Volt informs clients about current market events, attractive new investment themes and changes in their portfolio. It also provides full transparency about individual investment products and their performance at all times.

Portfolio risk monitoring is performed by a new digital risk management and monitoring system developed by Vontobel. Experts at Vontobel have the ability to make adjustments to portfolios at any time based on market conditions. For the execution of transactions and the safe custody of assets, clients benefit from Vontobel’s guarantee of quality and its stability as an established Swiss wealth and asset manager.

Volt is now available to existing Vontobel clients in Switzerland in addition to the current wealth management offering. Volt is also aimed at new portfolio management clients in Switzerland.

Raiffeisen Switzerland will be the first partner to offer its own digital wealth management solution based on Vontobel’s Digital Investment Solution Platform. Raiffeisen’s solution will be specially tailored to the needs of more than 3.5 million Raiffeisen clients and Swiss retail clients with a lower volume of assets.

In future, they should be able to invest via digital channels in a broadly diversified investment portfolio that is aligned to their individual risk profile, as well as having the option of defining their own individual investment priorities. The offering is due to be launched in spring 2020.