Empresa Vontobel Holding AG

Acciones

VONN

CH0012335540

Gestión de inversiones y operadores de fondos

Consenso de los analistas

Resumen de negocios

Ventas por actividad

Ventas por región

Directores

Administradores

Clase de acciones

Accionistas

Participaciones

Información de la empresa

Empresas del grupo

Sector

Ventas por actividad

Ventas por región

Notaciones para Vontobel Holding AG

Revisiones del BPA

Beneficios trimestrales - Tasa de sorpresa

Sector Gestión de Inversiones y Operadores de Fondos - Otros

Tiempo real estimado Cboe Europe Otros sitios de cotización 16:55:05 06/06/2024			Varia. Cinco días.	Varia. 1 de enero.
54,1 ^CHF	+0,37 %		+0,74 %	-0,55 %

25/04	Los activos gestionados de Vontobel aumentan intertrimestralmente en el primer trimestre	MT
14/03	Los flojos mercados inmobiliarios merman el resultado anual de comisiones de Swiss Life	RE

Vontobel Holding AG es un banco privado con sede en Suiza y sociedad de cartera del Grupo Vontobel. Está estructurado en tres unidades de negocio principales: Banca Privada, Banca de Inversión y Gestión de Activos. Los servicios de Banca Privada incluyen servicios de gestión de carteras para clientes privados y servicios activos de asesoramiento y custodia de inversiones. La unidad de negocio de Banca de Inversión se centra en el negocio de derivados y productos estructurados y en el corretaje, así como en determinadas actividades de financiación empresarial. La Gestión de Activos se especializa en la gestión activa de activos basada en la asignación de activos, la selección de valores y los enfoques multigestor. Sus productos se distribuyen a través de canales mayoristas y directamente a clientes institucionales. El Banco gestiona varias filiales situadas en Suiza, Austria, Alemania, Estados Unidos, Reino Unido, Emiratos Árabes Unidos, Hong Kong, Singapur y Gran Caimán, entre otros países.

Número de empleados: 2 164

CHF en millones	2022	Peso	2023	Peso	Delta
Wealth Management 57,3 %	646	50,3 %	747	57,3 %	+15,66 %
Asset Management 29,4 %	457	35,5 %	384	29,4 %	-15,88 %
Digital Investing 11,8 %	186	14,5 %	154	11,8 %	-16,91 %
Center of Excellence / Reconciliation 1,5 %	-3	-0,2 %	19	1,5 %	-719,35 %

CHF en millones	2022	Peso	2023	Peso	Delta
Switzerland 69,3 %	795	61,9 %	904	69,3 %	+13,67 %
Europe Excluding Switzerland 16,5 %	280	21,8 %	215	16,5 %	-23,23 %
Other Countries 9,6 %	136	10,6 %	125	9,6 %	-7,73 %
Americas 4,6 %	74	5,7 %	60	4,6 %	-18,45 %

Directores	Puesto	Edad	Desde
Christel de Lint CEO	Chief Executive Officer	51	01/01/21
Georg Schubiger CEO	Chief Executive Officer	56	01/08/12
Thomas Anton Heinzl DFI	Director of Finance/CFO	54	28/07/20
Maria-Antonella Bino CMP	Compliance Officer	58	01/06/21
Markus Pfister COO	Chief Operating Officer	53	01/01/20
Peter Skoog IRC	Investor Relations Contact	-	-
Georg von Wattenwyl PRN	Corporate Officer/Principal	-	-
Daniel Brueesch PRN	Corporate Officer/Principal	-	-
Marisa Walker SEC	Corporate Secretary	-	-
Caroline Knöri HRO	Human Resources Officer	49	01/06/18

Administradores	Puesto	Edad	Desde
Maja Baumann BRD	Director/Board Member	47	20/04/16
Andreas Utermann CHM	Chairman	58	20/04/21
Bruno Basler BRD	Director/Board Member	61	01/01/05
Stefan Loacker BRD	Director/Board Member	55	18/04/18
David Cole BRD	Director/Board Member	62	20/04/16
Elisabeth Bourqui BRD	Director/Board Member	49	28/04/15
Björn Wettergren BRD	Director/Board Member	43	20/04/16

	Vote	Quantity	Flotante	Autocontrol	Total Float
Acción A	1	56 875 000	25 971 566 ( 45,66 %)	1 600 529 ( 2,814 %)	45,66 %

Nombre	Acciones	%	Valoración
Vontobel-Stiftung 14,90 %	8 474 375	14,90 %	479 M CHF
Vontrust AG 14,29 %	8 125 000	14,29 %	459 M CHF
Familia Vontobel 10,60 %	6 028 750	10,60 %	340 M CHF
Kathrin Kobel-Vontobel 6,300 %	3 583 125	6,300 %	202 M CHF
Corvus Stiftung 4,700 %	2 673 125	4,700 %	151 M CHF
UBS Asset Management Switzerland AG 3,062 %	1 741 536	3,062 %	98 M CHF
VONTOBEL HOLDING AG 2,940 %	1 672 240	2,940 %	94 M CHF
Zeno Staub 0,3135 %	178 284	0,3135 %	10 M CHF
Argenta Spaarbank NV 0,2636 %	149 919	0,2636 %	8 M CHF
Mirabaud Asset Management (Suisse) SA 0,1340 %	76 193	0,1340 %	4 M CHF

Nombre	Acciones	%	Valoración
VONTOBEL HOLDING AG 2.94%	1 672 240	2.94%	94 446 961 $

Vontobel Holding AG

Gotthardstrasse 43

8022, Zurich

+41 58 283 71 11

http://www.vontobel.com

Nombre	Categoría y sector
Vontobel Pte Ltd. Vontobel Pte Ltd. Investment Banks/BrokersFinance Part of Vontobel Holding AG, Vontobel Pte Ltd. is a Singaporean company that provides investment banking and asset management services. The company is based in Singapore, Singapore.	Investment Banks/Brokers
Vontobel Wealth Management (Hong Kong) Ltd. Vontobel Wealth Management (Hong Kong) Ltd. Investment ManagersFinance Part of Vontobel Holding AG, Vontobel Wealth Management (Hong Kong) Ltd. is a Chinese company that provides wealth management services. The company is based in Hong Kong, Hong Kong. Alex Fung has been the CEO of the company since 2014.	Investment Managers
Vontobel Asset Management Australia Pty Ltd. Vontobel Asset Management Australia Pty Ltd. Investment ManagersFinance Part of Vontobel Holding AG, Vontobel Asset Management Australia Pty Ltd. provides asset management services. The company is based in Sydney, Australia.	Investment Managers
Vontobel Financial Products Ltd. Vontobel Financial Products Ltd. Investment ManagersFinance Vontobel Financial Products Ltd. engages in investment services. The company was founded on November 6, 2007 and is headquartered in Dubai, United Arab Emirates.	Investment Managers
Vontobel Financial Products GmbH Vontobel Financial Products GmbH Financial ConglomeratesFinance Vontobel Financial Products GmbH engages in the issuance of securities and derivative securities. It also conducts financial transactions and auxiliary financial operations. The company was founded on March 5, 2004 and is headquartered in Frankfurt, Germany.	Financial Conglomerates
Vontobel Asset Management Pte Ltd.
Vontobel Securities AG
Bank Vontobel Europe AG Bank Vontobel Europe AG Investment ManagersFinance Part of Vontobel Holding AG, Bank Vontobel Europe AG is a German company that provides investment advice. The company is based in Frankfurt, Germany. Thomas Richard Fischer has been the CEO of the company since 2014.	Investment Managers
Vontobel Management SA
Vontobel Asset Management Asia Pacific Ltd. Vontobel Asset Management Asia Pacific Ltd. Investment ManagersFinance Vontobel Asia Pacific Ltd. (Vontobel-Hong Kong) is an asset management firm headquartered in Hong Kong. The firm was founded in 2008 and is a wholly owned subsidiary of Vontobel Holding AG (SWX: VONN) in Switzerland. Vontobel-Hong Kong provides innovative and transparent investment solutions and financial advice for private and institutional clients. Their products are distributed directly to institutional clients and via wholesale channels as well as by Vontobel's cooperation partners.	Investment Managers
Vontobel Asset Management AG Vontobel Asset Management AG Investment ManagersFinance Vontobel Asset Management AG (Vontobel AM) is the asset management subsidiary of Vontobel Holding AG (SWX: VONN) in Switzerland. Founded in 1988, the firm is headquartered in Zurich and manages assets for institutional clients and the Vontobel Group's pension funds. Vontobel AM is a socially responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI).	Investment Managers
Vontobel Fonds Services AG Vontobel Fonds Services AG Investment Banks/BrokersFinance Part of Vontobel Holding AG, Vontobel Fonds Services AG is a Swiss company that provides fund management services. The company is based in Zurich, Switzerland. The CEO of the company is Diego Gadient.	Investment Banks/Brokers
Bank Vontobel AG Bank Vontobel AG Investment ManagersFinance Bank Vontobel AG (BV), formerly known as Bank J. Vontobel & Co AG, is a Zurich-based private bank. Established in 1924, BV is a wholly-owned subsidiary of Vontobel Holding AG (SW: VONN) and has offices in Geneva, New York, Frankfurt, Milan, Vienna and Luxembourg. The bank is VONN's private banking arm. In 2006 BV acquired the brokerage and corporate finance activities of Lombard Odier Darier Hentsch, which were integrated into their investment banking subsidiary, Vontobel Equity Research. BV specializes in financial consulting, research and wealth management via mutual funds, hedge funds, derivatives and special products for institutions, pension funds, corporates, high net-worth individuals, family offices and private individuals	Investment Managers
Vontobel Beteiligungen AG Vontobel Beteiligungen AG Financial ConglomeratesFinance Part of Vontobel Holding AG, Vontobel Beteiligungen AG is a Swiss company that provides investment services. The company is based in Zurich, Switzerland.	Financial Conglomerates
TwentyFour Asset Management LLP TwentyFour Asset Management LLP Investment ManagersFinance TwentyFour Asset Management LLP (TwentyFour) is the Great Britain-based asset management subsidiary of Vontobel Asset Management UK Holdings Ltd., ultimately held by Vontobel Holding AG (SWX: VONN) in Switzerland. The firm was founded in 2008 and is headquartered in London. TwentyFour offers specialist fixed-income funds and services for professional and institutional clients, covering open ended funds, closed ended funds as well as segregated mandates.	Investment Managers
Vontobel Asset Management (Hong Kong) Ltd. Vontobel Asset Management (Hong Kong) Ltd. Investment ManagersFinance Part of Vontobel Holding AG, Vontobel Asset Management (Hong Kong) Ltd. is a Chinese company that provides asset management services. The company is based in Hong Kong, Hong Kong.	Investment Managers
TwentyFour Asset Management (US) LP TwentyFour Asset Management (US) LP Investment ManagersFinance TwentyFour Asset Management (US) LP (TwentyFour US) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2008 and is a wholly owned subsidiary of TwentyFour Asset Management LLP, ultimately held by Vontobel Holding AG (SWX: VONN; OTCMKTS: VONHF) in Switzerland. TwentyFour US provides discretionary sub-advisory services to registered investment companies (RICs) and discretionary investment advisory services to a private fund.	Investment Managers

Calificación trading

Calificación Inversor

ESG Refinitiv

B+

Más Ratings

Venta

Compra

Recomendación promedio

REDUCIR

Numero de análisis

Último precio de cierre

53,9 CHF

Precio objetivo promedio

51,4 CHF

Diferencia / Objetivo Promedio

-4,64 %

Consenso

Revisiones de las previsiones

La agenda de la empresa

Servicios bancarios y de inversión

Banca de Inversiones y Servicios de Inversión

Gestión de inversiones y operadores de fondos

Gestión de Inversiones y Operadores de Fondos - Otros

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Gestión de Inversiones y Operadores de Fondos - Otros