Vontobel Swiss Wealth Advisors AG

Vontobel Swiss Wealth Advisors AG, también conocida como VONTOBEL SWISS WEALTH ADVISORS AG, es una corporación con 34 empleados, incluidos 22 que trabajan en roles de asesoría. Han servido con éxito a 41 clientes y su estado SEC está listado como Aprobado, con registro desde el 10 de septiembre de 2010.

• ANDRE BLAUTH

  MEMBER OF VSWA MANAGEMENT TEAM posee menos de 5%

• ANDREAS KNOEPFEL

  MEMBER OF VSWA MANAGEMENT TEAM posee menos de 5%

• CHRISTIAN GMUENDER

  DIRECTOR posee menos de 5%

• DANIELA WINIGER

  CHIEF RISK OFFICER / MEMBER OF VSWA MANAGEMENT TEAM posee menos de 5%

• GEORG SCHUBIGER

  CHAIRMAN/DIRECTOR posee menos de 5%

• NATALIE PETER

  VICE CHAIRMAN/DIRECTOR posee menos de 5%

• PATRICE E. HUMBEL

  CHIEF EXECUTIVE OFFICER / HEAD OF VSWA MANAGEMENT TEAM posee menos de 5%

• REBECCA GENE BRUNNER

  CHIEF COMPLIANCE OFFICER posee menos de 5%

• ROGER SCHERER

  DEPUTY CHIEF EXECUTIVE OFFICER / CHIEF OPERATING OFFICER / MEMBER OF VSWA MANAGEMENT TEAM posee menos de 5%

• THORSTEN KRAUSS

  CHIEF INVESTMENT OFFICER / MEMBER OF VSWA MANAGEMENT TEAM posee menos de 5%

• VONTOBEL HOLDING AG

  SOLE SHAREHOLDER posee 75% o más

• ANNABELLE KARIN BRYDE

  CHAIRWOMAN/DIRECTOR posee menos de 5%

• BECK Asset Management AG
• Avalor Investment AG
• Ameliora Wealth Management Ltd
• UBS Swiss Financial Advisers AG
• Kaiser Partner Financial Advisors Ltd
• Weber Hartmann Vrijhof & Partners Ltd
• Envisage GmbH
• Pilotage Private Wealth AG
• Ventira Private Wealth Management Ltd
• Proventus AG Vermögensverwaltung

• Investment Update: Vontobel Swiss Wealth Advisors AG Q1 2021 vs. Q2 2021

• ALPHABET INC $7,750k
• Apple Inc $6,694k
• PALO ALTO NETWORKS $5,111k
• PIMCO ETF TR $4,690k
• ISHARES FLT $4,499k
• INTEL CORP $4,441k
• ISHARES TR 20 YR TR BD ETF $4,205k
• MICROSOFT CORP $4,198k
• METLIFE INC $4,165k
• CONSTELLATION BRANDS $3,903k