V
Vontobel
Corporate · Founded 1924 · Zurich, Switzerland
Active global multi-boutique asset manager
Who Vontobel is.
Where the institution came from, whose capital it manages, and how that capital is allocated — from Dealroom's LP research.
Historical Background
- The firm's origins trace back to the founding of brokerage F.E. Haeberli & Cie. in 1924, which was subsequently acquired by Jakob Vontobel in 1936 and renamed J. Vontobel & Co.
- Initially established in Zurich, the company has expanded to 28 locations worldwide.
- The firm was converted into a limited liability company in 1983, and Vontobel Holding AG shares are now publicly listed on the SIX Swiss Exchange.
Source of Capital
- Vontobel's capital is sourced from a combination of private and institutional clients.
- The founding family retains a majority ownership stake in the company, ensuring a stable, long-term capital base and strategic direction.
Major Events
- In 2018, Vontobel acquired the remaining 40% stake in TwentyFour Asset Management, a London-based fixed income partner, making it a wholly owned boutique.
- The firm acquired the private banking business of Notenstein La Roche from the Raiffeisen Group in 2018, significantly increasing its assets under management.
- In 2022, Vontobel completed the sale of its stake in the Swiss advisory platform, ansa, to its partner, the St.Galler Kantonalbank.
Allocation Strategy
- Vontobel operates with a multi-boutique approach, providing clients with access to distinct strategies across equities, fixed income, and multi-asset solutions.
- The firm offers structured products and has a focus on providing clients with access to alternative investments and institutional share classes.
- Through its digital platform, cosmofunding, Vontobel connects small and medium-sized enterprises, public-sector entities, and institutional investors for financing solutions.
The funds Vontobel backs.
Vontobel is a limited partner in 12 funds. 4 of them place in the Power Law Investor Ranking, and the best-ranked are shown here.
How Vontobel’s fund book is spread.
The 12 funds Vontobel backs, by where the manager is headquartered and how many funds that manager has raised.
Where those managers are based
By fund headquarters.
- North America 650%
- Europe 650%
- Rest of world 00%
United States 6 · United Kingdom 4 · France 2
The companies Vontobel backs directly.
Vontobel holds 1 company directly, separate from the funds it commits to as a limited partner.
How those direct holdings break down by headquarters country, sector, entry stage and current growth stage. "Stage entered" is the first priced round the investor joined, derived from the investor’s transaction history.
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USA1
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Health1
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Series B+1
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Late Growth1
Other LPs.
Other corporate and insurance LPs in the Power Law LP ranking, closest to Vontobel by combined power-law score — Europe first, then the nearest worldwide.