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

Robbie Lawther

28 June 2017

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.