Bank Vontobel - How to Open a Bank Account
With CHF 229 billion in assets under management as of end-2024 and a century of Swiss banking heritage, Vontobel combines active investment expertise with digital innovation under FINMA supervision.
Vontobel Holding AG
Swiss investment house founded in 1924
Strong 2024 Results
Strong Capital Position
Key Business Directions
Private Banking & Wealth Management
Discretionary and advisory portfolio management, financial and tax planning, pension and estate solutions, and digital private banking for high-net-worth individuals and family offices.
Asset Management
Active multi-boutique investment strategies across equities, fixed income, multi-asset, quantitative, and sustainable themes for institutional clients and funds via segregated mandates and pooled vehicles.
Digital Investing & Platforms
Structured products, derivatives, and the Volt app for thematic investing with expert-managed portfolios, daily rebalancing, and digital account opening for affluent and retail clients.
Investment Philosophy 2025-2026
Four-Step ESG Integration
How to Open an Account: Step-by-Step
Determination of goals and needs through preliminary contact via designated email or relationship manager, clarifying client profile and service requirements.
Preparation of personalized investment strategy and contractual package, including ownership structure, regulator information, financial statements, tax identifiers, and standard settlement terms.
Client identification and beneficiary verification procedure, provision of documents (passport/ID, proof of address ≤3 months, source of funds, tax IDs, Wolfsberg Questionnaire for institutions), completion of CDD/EDD aligned with AML requirements per AMLA/AMLO-FINMA, transaction monitoring, and sanctions screening.
Final steps after CDD/EDD approval by compliance, activation of accounts and settlement instructions for Vontobel funds/portfolios under FINMA supervision, commencement of investment activity.
KYC Documents Checklist
Indicative Account Conditions
| Account Type / Service | Indicative Minimum Balance | Main Fees |
|---|---|---|
| Private Banking (HNWI) | CHF 150,000 – CHF 1,000,000 | 0.7–1.5% p.a. + transaction costs |
| Wealth Management (UHNWI) | From CHF 5,000,000 | Individual pricing after consultation |
Maria Werner
Vontobel Share (VONN)
Last updated: 05 Jan 2026, 11:00 CET | Source: SIX Swiss Exchange
Who Is Vontobel For?
Best For
- → HNWI from Europe/Middle East with ≥CHF 500,000
- → International businesses seeking Swiss banking stability
- → Family offices requiring wealth management
Not Suitable For
- • US retail clients without required documentation
- • Residents of sanctioned jurisdictions