← Tributary

VONTOBEL SWISS FINANCIAL ADVISERS

ZURICH, Switzerland · CRD 130668 · IAPD ↗ · +41-58-2388111

$11.94BRegulatory AUM
60Advisory reps
105Employees
308Clients
n/aPlanning clients
0Private funds
53States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

25
August 2026 — VONTOBEL SWISS FINANCIAL ADVISERS added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
25
April 2026 — VONTOBEL SWISS FINANCIAL ADVISERS shrank from 78 to 60 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
35
April 2026 — VONTOBEL SWISS FINANCIAL ADVISERS reported RAUM up 29% ($9.28B -> $11.94B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
25
April 2025 — VONTOBEL SWISS FINANCIAL ADVISERS shrank from 84 to 78 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
52
April 2024 — VONTOBEL SWISS FINANCIAL ADVISERS grew from 72 to 84 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.