Bank Vontobel Ag
$4.1B reported client assets across 17 advisory firms in FY2022 annual amendments
Reported client assets over time
$708M
$1.2B
2017
2022
Same-firm comparison: 14 firms that reported Bank Vontobel Ag in both FY2021 and FY2022 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy. 2017, 2018, 2019 are shown but partial — only FY2017: 9 cohort firms, FY2018: 10 cohort firms, FY2019: 10 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Vontobel Swiss Financial Advisers Ag | $2.9B | $8.5B | 33.7% | 03/29/2023 |
| Avalor Investment Ag | $279M | $2.1B | 13.5% | 03/09/2023 |
| Lobnek Wealth Management Inc. | $200M | $204M | 97.8% | 03/07/2023 |
| Proventus Ag Vermögensverwaltung | $85.0M | $605M | 14.0% | 03/20/2023 |
| Bfi Infinity Ltd. | $83.7M | $386M | 21.7% | 03/13/2023 |
| Alpen Partners International Ag | $81.5M | $761M | 10.7% | 03/29/2023 |
| Sequoia Swiss Financial Advisors Ag | $80.2M | $160M | 50.1% | 03/08/2023 |
| Weber Hartmann Vrijhof & Partners Ltd. | $74.8M | $146M | 51.3% | 03/21/2023 |
| Global Wealth Management, L.C. | $69.2M | $120M | 57.5% | 03/31/2023 |
| Enr Asset Management, Incorporated | $59.3M | $161M | 36.9% | 03/17/2023 |
| Swiss American Advisors Ltd. | $52.7M | $60.2M | 87.6% | 04/21/2022 |
| Trigon Investment Advisors Ag | $50.0M | $129M | 38.6% | 03/23/2023 |
| Margna Peak Advisors Ag | $34.6M | $195M | 17.7% | 03/21/2023 |
| N | $22.8M | $94.6M | 24.1% | 02/23/2023 |
| St. Columbanus Ag | $17.8M | $50.5M | 35.2% | 03/27/2023 |
| Beck Asset Management Ag | $13.9M | $35.8M | 38.8% | 03/27/2023 |
| Lighthouse Swiss Wealth Advisors Ag | $1.8M | $20.4M | 9.0% | 02/16/2023 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.