Vontobel

Founded in Switzerland in 1924, Vontobel is a global investment firm offering active asset management, investment banking services, and private banking solutions. Its expertise spans derivatives, structured products, brokerage, corporate finance, equity investments, fixed income, thematic equities, alternatives, and wealth management.

Past deals in Switzerland

UBS Swiss Financial Advisers

Acquisition in 2021
UBS Swiss Financial Advisers, based in Zürich, Switzerland, is an investment advisory firm that primarily serves high net worth individuals and manages accounts for corporations. As a subsidiary of UBS Global Asset Management, the firm specializes in providing tailored financial services that enable US investors to access international investment opportunities. UBS Swiss Financial Advisers focuses on managing separate equity and fixed income portfolios, investing in public markets worldwide, and offering a diverse range of mutual funds. The firm's goal is to facilitate global diversification for its clients, leveraging its expertise in international markets.

Notenstein La Roche Private Bank

Acquisition in 2018
Notenstein La Roche Private Bank is a prominent Swiss private bank specializing in integrated and individual wealth management services. With assets under management totaling CHF 17 billion, it ranks among the leading institutions in the country. The bank employs approximately 400 professionals across 13 locations, dedicated to delivering exceptional service and personalized financial advice to its clients. Notenstein La Roche offers a comprehensive range of services, including investment advisory, asset management, financial and pension planning, and mortgage financing, aimed at helping clients protect, grow, and transfer their wealth. The bank is backed by Raiffeisen Switzerland, a major player in the Swiss banking sector, ensuring a solid foundation for its operations.

Derivative.Com

Acquisition in 2014
Derivative.Com AG provides an online platform that allows asset managers, banks, pension funds and insurance companies, and other regulated investment professionals to compare pricings for customized structured products and trade in primary market in Switzerland and Liechtenstein.
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