New Office

Swiss Wealth Advisor Opens New York Office, US Expansion Rolls On

Robbie Lawther Reporter June 28, 2017

Swiss Wealth Advisor Opens New York Office, US Expansion Rolls On

The new office in New York is the firm's second in the US. The first was opened in 2013 in Dallas, Texas.

Vontobel Swiss Wealth Advisors, an independent legal entity that is part of Vontobel Wealth Management, has opened an office in New York, the second office to be opened in the US.

The company, which is headquartered in Zurich, opened its first US office in Dallas, Texas in 2013.

The new office will provide more diversified wealth management solutions to its North American clients, the firm said in a statement.

“Since opening our doors, we have quickly established ourselves as a leading Swiss-based private wealth manager for US clients,” said Deepak Soni, chief executive officer. “The New York location is an important milestone in our growth strategy, and ensures a growing base of US and Canadian investors can access our highly experienced team of advisors and tailored investment solutions.” 

Vontobel Swiss Wealth Advisors is a registered investment advisor with the Securities and Exchange Commission and is an exempt international advisor in the provinces of Alberta, British Columbia, Ontario and Québec.

Register for FamilyWealthReport today

Gain access to regular and exclusive research on the global wealth management sector along with the opportunity to attend industry events such as exclusive invites to Breakfast Briefings and Summits in the major wealth management centres and industry leading awards programmes