Vontobel has expanded its range of wealth management products and services for wealthy clients with its own digital active wealth management offering ‘Volt'.
With Vontobel Volt, Vontobel has become the first Swiss wealth manager to give 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. In future, Vontobel clients will be able to use the intuitive new Volt app on their Smartphones to invest in actively managed financial investments and to individually customize their personal portfolio.
Vontobel Volt clients can invest on the basis of Vontobel's proven 3α Investment Philosophy, like clients with traditional portfolio management mandates. The 3α philosophy centers on the conviction that active management can create additional value and it is based on three main pillars: Broad diversification, medium- and long-term investments in investment themes developed by Vontobel experts, and the use of short-term market opportunities via selected individual stocks.
Using the investment themes, Volt clients can define their own individual investment priorities. In line with the 3α Investment Philosophy, Volt clients can invest in a globally diversified portfolio constructed according to their personal risk profile.
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.
With Volt, clients profit from the expertise and solidity of a leading Swiss wealth and asset manager combined with the user experience and customization options of a contemporary digital offering.
From today, Volt will be 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. Its target group includes wealthy private individuals who are seeking solid diversification options for their personal portfolio. Since the start of the year, Vontobel employees in Switzerland have successfully tried out the new digital active wealth management offering.
Vontobel is also making Volt's underlying Digital Investment Solution Platform and the related investment and technology expertise available to other financial services providers who want a comprehensive Swiss alternative and a leading solution from both a content and technology perspective.
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.