# VONTOBEL SWISS FINANCIAL ADVISERS AG

VONTOBEL SWISS FINANCIAL ADVISERS AG of ZURICH is an SEC-registered investment adviser.

## Registration

- CRD: 130668
- Type: SEC-registered investment adviser
- SEC file number: 801-63660
- Location: SPLUEGENSTRASSE 5, ZURICH, 8022
- Phone: +41-58-2388111
- Latest filing: 2026-07-07
- Regulatory AUM: $11.9B
- Discretionary AUM: $5.4B
- Non-discretionary AUM: $6.6B
- Clients: 105
- Accounts: 3,488

## Business model

- Compensation: % of AUM
- Clients served: High net worth

## Officers, owners & control persons (68)

_Showing 25 of 68 people._

| Name | Role | Location |
| --- | --- | --- |
| Pascal Dominique Koeppel | CHIEF INVESTMENT OFFICER; CIO | — |
| Christian Stambach | DIRECTOR; DIRECTOR OF THE BOARD OF DIRECTORS | — |
| Christian Gmuender | CHAIRMAN OF THE BOARD OF DIRECTORS; DIRECTOR | — |
| Natalie Peter | DIRECTOR; DIRECTOR OF THE BOARD OF DIRECTORS | — |
| Jacqueline Camille Hess | DIRECTOR; VICE CHAIRMAN OF THE BOARD OF DIRECTORS | — |
| Arturo Stoeklin | MANAGEMENT COMMITTEE MEMBER | — |
| Maria-Antonella Bino | DIRECTOR; DIRECTOR OF THE BOARD OF DIRECTORS | Zurich, V8 |
| Daniela Diethelm | COO, DEPUTY CEO; DEPUTY CEO, CHIEF OPERATING OFFICER | — |
| Billy R Obregon | CEO; CHIEF EXECUTIVE OFFICER | — |
| Anna Christine Rode | CHIEF COMPLIANCE OFFICER | — |
| Roger Max Tobler | HEAD FINANCE | — |
| Alexandria Ara Schindler | INTERIM HEAD LEGAL & COMPLIANCE, INTERIM CCO | — |
| GUIGNARD MICHEL PHILIPPE | CHAIRMAN/DIRECTOR | — |
| PESTALOZZI CHRISTOPH MAX | CHAIRMAN/DIRECTOR; DIRECTOR | — |
| RIEDER FRITZ | DIRECTOR | — |
| BENZ GILBERT FREDERICK | CHIEF EXECUTIVE OFFICER | — |
| MATTER GIAN MARCO | CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER & HEAD WEALTH MANAGEMENT CONSULTANTING; CHIEF FINANCIAL OFFICER & HEAD WEALTH MANAGEMENT CONSULTANTS (+3 more) | — |
| KOEPPEL PASCAL DOMINIQUE | CHIEF INVESTMENT OFFICER; DIRECTOR INVESTMENT MANAGEMENT; HEAD INVESTMENT MANAGEMENT | — |
| MARON SUSANNE | CHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER (UNTIL 03/2008) | — |
| JOSI ADRIAN | CHIEF COMPLIANCE OFFICER | — |
| KAELIN MARKUS | CHIEF FINANCIAL OFFICER | — |
| REUTER AVIVA ROTHMAN | HEAD BUSINESS DEVELOPMENT; HEAD MARKET STRATEGY AND DEVELOPMENT | — |
| GUIGNARD MICHEL | CHAIRMAN/DIRECTOR | — |
| PESTALOZZI CHRISTOPH | DIRECTOR | — |
| HEINI DANIEL | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/130668/brochure
- Similar advisers: https://search.stillhousedata.com/firm/130668/similar
- Related entities: https://search.stillhousedata.com/firm/130668/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/130668

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.