Featured Presenters:
Presenting: Deepak Soni, Chief Executive Officer and Portfolio Manager
Michael Andreas Wüthrich, Wealth Management Advisor
Sabina Weber Sauser, Chief Investment Officer
Swiss strength, global outlook –and American perspective
Headquartered in Zurich, Switzerland, the world’s capital of Private Banking, Vontobel Swiss Wealth Advisors is a wholly-owned subsidiary of Vontobel, family-owned since 1924. Vontobel Swiss Wealth Advisors is dedicated to the needs of US investors. At Vontobel Swiss Wealth Advisors, a team of seasoned investment professionals will identify investment opportunities and products for you that span the globe. Multi-currency solutions are part of our toolkit, providing you the benefits of global diversification with optimal risk management. We understand the needs of American investors. Registered as an Investment Adviser with the US Securities and Exchange Commission (SEC), our company combines all the benefits of US compliance with the qualities that make Swiss banking legendary around the world: strengths such as stability and continuity, service excellence, global reach, integrity and confidentiality. In short, our clients benefit from our ability to customize wealth management solutions to meet their individual investment requirements. In addition, as a Swiss financial services firm, Vontobel Swiss Wealth Advisors provides clients security and financial privacy.
Vontobel solutions
With significant international investment experience, we are able to offer our clients key portfolio services and benefits in the following areas:
– Investment Management Program
– Client Directed Advisory Program
– Multi-currency capabilities
– Global diversification
– Geographic separation of our clients’ assets
– US tax reporting as required by US law
Discipline and diversification
Our transparent and disciplined investment process allows us to identify investments from a global universe of possible solutions and select the ones that will best meet your personal needs. Vontobel Swiss Wealth Advisors will provide you the dual benefits of global diversification within your portfolio plus geographic separation of your assets with us. With this geographic separation, the custody of your assets is in Switzerland, a jurisdiction of unmatched political and economic stability. For our clients, this means added peace of mind which is truly valuable during uncertain times.
Vontobel – Performance creates trust
Vontobel’s mission is to protect and build the wealth our clients have entrusted to us over the long term. Specialising in active asset management and tailor-made investment solutions, we provide responsible and forward-looking advice. In doing so, we are committed to Swiss quality and performance standards. With their good name, our owner family has stood by these principles for generations. Around 1,400 employees worldwide provide first-rate, customized services for clients with an international focus. The registered shares of Vontobel Holding AG are listed on the SIX Swiss Exchange. The Vontobel families and the Vontobel Foundation hold the majority of shares and votes in the company.
Deepak Soni, Chief Executive Officer
Mr. Deepak Soni has over 14 years of financial services experience. Prior to serving as CEO of Vontobel Swiss Wealth Advisors, Deepak served as the Head of Wealth Management Advisors team from September 2010 until August 2012. From September 2008 to August 2010, Deepak worked as Director for Credit Suisse Private Advisors AG in Business Development. He also served as Director of Business Development at UBS Swiss Financial Advisers AG in 2008. Prior to arriving in Switzerland, he worked for Citigroup in New York and San Francisco in Business Development from 1999 until 2008.
Michael Andreas Wüthrich, Wealth Management Advisor
Mr. Michael Andreas Wüthrich has over 30 years of experience in portfolio and wealth management for private investors. Michael is an Executive Director and Wealth Management Advisor with Vontobel since January 2011. Before joining Vontobel, he worked as a Director and Wealth Management Consultant for UBS Swiss Financial Advisers AG Zurich from March 2007 through December 2010. From 1997 through 2007, he was an Executive Director and branch manager for the Clariden Bank Olten (today Credit Suisse). Previous professional experience for almost 20 years includes working as Portfolio Manager in the United States and managing diverse Portfolio Management and Wealth Management divisions for the former Swiss Bank Corporation (now UBS AG) in Switzerland.
Sabina Weber Sauser, Chief Investment Officer
Mrs. Sabina Weber Sauser has over 25 years of experience in asset management for private and institutional investors. Sabina joined Vontobel in September 2010 as Executive Director and Head of Investment Management. Between January 2008 and August 2010, she was an Executive Director and Head of Asset Management at AIG Private Bank (now Falcon Private Bank). From August 2006 to December 2007, Sabina was managing the Banking & Finance curriculum at the University of Applied Sciences in Zurich. Between April 2003 and July 2006, she was an Executive Director, Head of Portfolio Construction and Senior Fund Manager at Credit Suisse Asset Management. Prior to this assignment, Sabina worked as Department Head and Senior Fund Manager at Swiss Life, Banque Edouard Constant, Bank Vontobel and Swiss Bank Corporation (now UBS AG), where she began her career as a Portfolio Manager in 1988.
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