# VONTOBEL SWISS WEALTH ADVISORS AG

VONTOBEL SWISS WEALTH ADVISORS AG of ZURICH is an SEC-registered investment adviser.

## Registration

- CRD: 154750
- Type: SEC-registered investment adviser
- SEC file number: 801-71790
- Location: SPLUGENSTRASSE 5, ZURICH, CH-8022
- Phone: +41 44 287 81 11
- Latest filing: 2023-01-04
- Regulatory AUM: $3.8B
- Discretionary AUM: $1.4B
- Non-discretionary AUM: $2.3B
- Clients: 41
- Accounts: 1,397

## Officers, owners & control persons (28)

_Showing 25 of 28 people._

| Name | Role | Location |
| --- | --- | --- |
| KOEPPEL PASCAL DOMINIQUE | CHIEF INVESTMENT OFFICER / ADVISOR TO VSWA MANAGEMENT TEAM | — |
| SONI DEEPAK | CHIEF EXECUTIVE OFFICER; HEAD WEALTH MANAGEMENT ADVISORS/EXECUTIVE DIRECTOR | Zurich, V8 |
| FANCONI PETER ANTONY | CHAIRMAN/CCO; CHAIRMAN/DIRECTOR | — |
| MILNE DUSTIN WAYNE | CHIEF COMPLIANCE OFFICER | — |
| STEGER MARTIN | PRESIDENT | — |
| WEBER SAUSER SABINA BARBARA | HEAD INVESTMENT MANAGEMENT/EXECUTIVE DIRECTOR | — |
| PETER NATALIE | VICE CHAIRMAN/DIRECTOR; VICE CHAIRWOMAN/DIRECTOR | — |
| BERGANTINO MICHELE | EXECUTIVE DIRECTOR | — |
| KNOEPFEL ANDREAS | ADVISOR TO VSWA MANAGEMENT TEAM; EXECUTIVE DIRECTOR; MEMBER OF VSWA MANAGEMENT TEAM | — |
| FANCONI PETER | CHAIRMAN/CCO | — |
| FREIERMUTH MARTIN | CHAIRMAN/DIRECTOR | — |
| SCHUBIGER GEORG | CHAIRMAN/DIRECTOR; DIRECTOR | — |
| DAL SANTO DANIEL | DIRECTOR | — |
| MANTEL-MICELLI LAETITIA NADINE | CHIEF COMPLIANCE OFFICER AD INTERIM | — |
| WEBER LUKAS | DIRECTOR | — |
| BRUNNER REBECCA GENE | CHIEF COMPLIANCE OFFICER | — |
| BRUHIN MARKUS | CHIEF INVESTMENT OFFICER & HEAD INVESTMENT MANAGEMENT; CHIEF INVESTMENT OFFICER & HEAD INVESTMENT MANAGEMENT / MEMBER OF VSWA MANAGEMENT TEAM | — |
| Scherer Roger | AD INTERIM CHIEF EXECUTIVE OFFICER; CHIEF OPERATING OFFICER; DEPUTY CHIEF EXECUTIVE OFFICER / CHIEF OPERATING OFFICER / MEMBER OF VSWA MANAGEMENT TEAM | — |
| Gmuender Christian | DIRECTOR | — |
| HUMBEL PATRICE E | CHIEF EXECUTIVE OFFICER / HEAD OF VSWA MANAGEMENT TEAM; MEMBER OF VSWA MANAGEMENT TEAM | — |
| wuethrich Michael | MEMBER OF VSWA MANAGEMENT TEAM | — |
| WINIGER DANIELA | CHIEF RISK OFFICER / MEMBER OF VSWA MANAGEMENT TEAM | — |
| KRAUSS THORSTEN | CHIEF INVESTMENT OFFICER / ADVISOR TO VSWA MANAGEMENT TEAM; CHIEF INVESTMENT OFFICER / MEMBER OF VSWA MANAGEMENT TEAM | — |
| BLAUTH ANDRE | MEMBER OF VSWA MANAGEMENT TEAM | — |
| BRYDE ANNABELLE KARIN | CHAIRWOMAN/DIRECTOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/154750/brochure
- Similar advisers: https://search.stillhousedata.com/firm/154750/similar
- Related entities: https://search.stillhousedata.com/firm/154750/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/154750

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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.