Zurich-headquartered Vontobel Swiss Wealth Advisors, part of Vontobel Wealth Management, has opened an office in New York.
The firm started servicing US investors out of Switzerland in 2010 and, in 2013, opened an office in Dallas.
Peter Little has been appointed as senior wealth management advisor and head of VSWA’s New York office since the end of March 2017.
Urs Weber, who joined VSWA as executive director in October 2016, serves as wealth management advisor within VSWA’s New York office.
Latest addition to the office has been Franck Litzler appointed wealth management advisor, associate director in May 2017.
“Since opening our doors, we have quickly established ourselves as a leading Swiss-based private wealth manager for US clients,” said Deepak Soni, CEO of Vontobel Swiss Wealth Advisors.
“The New York location is an important milestone in our growth strategy, and ensures a growing base of US and Canadian investors can access our highly experienced team of advisors and tailored investment solutions.”
Vontobel Swiss Wealth Advisors is a registered investment advisor with the Securities and Exchange Commission (SEC) and is an exempt international advisor in the provinces of Alberta, British Columbia, Ontario and Québec.
Vontobel Group had AuM of over CHF195bn (€151.7bn) as of end of 2016.