Miami, FL Office

Vontobel Swiss Financial Advisers (Vontobel SFA) offers wrap-fee wealth management programs to individuals (including high‑net‑worth U.S. taxpayers), corporate entities and other institutional clients. Its services include both discretionary portfolio management and non‑discretionary investment advisory mandates, together with custody, trade execution and related operational services as part of its programs.

The firm manages a diversified set of multi‑asset and single‑asset strategies run by in‑house portfolio teams and uses documented investor profiles and program specifications to assess suitability; risk controls include Value at Risk (VaR) thresholds and periodic portfolio reviews. As of December 31, 2025 Vontobel SFA reported about USD 16.2 billion in program assets, with a larger portion managed on a non‑discretionary basis (approximately USD 9.7 billion non‑discretionary versus USD 6.5 billion discretionary), reflecting a significant emphasis on advisory relationships where clients retain final trading authority.

Notable distinctions relative to many enterprise peers are that the firm’s principal office is located outside the United States, it acts as a qualified custodian for some client assets, and it maintains close operational and commercial ties with banking and asset‑management affiliates (including custody, FX and lending relationships) as well as an affiliated broker‑dealer used for certain precious‑metals transactions. Those affiliations and product arrangements create identifiable conflicts of interest—such as with custody, FX execution, precious‑metals revenues and lending referrals—which the firm discloses and manages through governance measures, a Code of Ethics and independent surprise custody examinations.