Società Vontobel Holding AG

Azioni

VONN

CH0012335540

Gestione degli investimenti e gestori di fondi

Consensus Analisti

Attività

Vendite per attività

Vendite per regione

Dirigenti

Amministratori

Classe di azioni

Azionisti

Partecipazioni

Coordinate società

Società del gruppo

Settore

Vendite per attività

Vendite per regione

Rating per Vontobel Holding AG

Revisioni EPS

Utili trimestrali - Indice di sorpresa

Settore Gestione degli investimenti e gestori di fondi - Altri

Mercato chiuso - Swiss Exchange Altri mercati azionari 17:30:42 04/07/2024			Variaz. 5gg	Var. 1 gen.
54,5 ^CHF	+0,93%		+1,11%	0,00%

02/07	Borsa di Italia: Luglio inizia (timidamente) in verde
02/07	Vontobel completa l'investimento di minoranza nel gestore di infrastrutture britannico Ancala Partners	MT

Vontobel Holding AG è una banca privata con sede in Svizzera e una holding del Gruppo Vontobel. È strutturata in tre unità di business principali: Private Banking, Investment Banking e Asset Management. I servizi di Private Banking includono servizi di gestione del portafoglio per clienti privati e servizi di consulenza attiva sugli investimenti e di custodia. La business unit Investment Banking si concentra sul business dei derivati e dei prodotti strutturati e sul brokeraggio, oltre che su alcune attività di corporate finance. L'Asset Management è specializzato nella gestione attiva degli asset basata sull'asset allocation, sulla selezione dei titoli e sugli approcci multimanager. I suoi prodotti sono distribuiti attraverso i canali wholesale e direttamente ai clienti istituzionali. La Banca gestisce una serie di filiali situate in Svizzera, Austria, Germania, Stati Uniti, Regno Unito, Emirati Arabi Uniti, Hong Kong, Singapore e Grand Cayman, tra gli altri.

Numero di dipendenti: 2 164

CHF in Milioni	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 in Milioni	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%

Dirigenti	Titolo	Età	Da
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

Amministratori	Titolo	Età	Da
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

	Voto	Quantità	Flottante	Autocontrollo	Flottante totale
Azione A	1	56 875 000	25 971 566 ( 45,66 %)	1 600 529 ( 2,814 %)	45,66 %

Nome	Azioni	%	Valorizzazione
Vontobel-Stiftung 14,90 %	8 474 375	14,90 %	506 M CHF
Vontrust AG 14,29 %	8 125 000	14,29 %	485 M CHF
Famiglia Vontobel 10,60 %	6 028 750	10,60 %	360 M CHF
Kathrin Kobel-Vontobel 6,300 %	3 583 125	6,300 %	214 M CHF
Corvus Stiftung 4,700 %	2 673 125	4,700 %	160 M CHF
UBS Asset Management Switzerland AG 3,062 %	1 741 536	3,062 %	104 M CHF
VONTOBEL HOLDING AG 2,940 %	1 672 240	2,940 %	100 M CHF
Zeno Staub 0,3135 %	178 284	0,3135 %	11 M CHF
Argenta Spaarbank NV 0,2636 %	149 919	0,2636 %	9 M CHF
Mirabaud Asset Management (Suisse) SA 0,1340 %	76 193	0,1340 %	5 M CHF

Nome	Azioni	%	Valorizzazione
VONTOBEL HOLDING AG 2.94%	1 672 240	2.94%	99 909 919 $

Vontobel Holding AG

Gotthardstrasse 43

8022, Zurich

+41 58 283 71 11

http://www.vontobel.com

Nome	Categoria e settore
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 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 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
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 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
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
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 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 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
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 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
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

Rating Trading

Rating Investimento

ESG Refinitiv

B+

Altri rating

Vendita

Buy

Raccomandazione media

Underperform

Numero di analisti

Ultimo prezzo di chiusura

54 CHF

Prezzo obiettivo medio

51,4 CHF

Differenza / Target Medio

-4,81%

Consenso

Revisioni delle Stime

Calendario della società

Finanziari

Servizi di investimento

Gestione degli investimenti e gestori di fondi

Gestione degli investimenti e gestori di fondi - Altri

	Variaz. 1 gen.	Capi.
VONTOBEL HOLDING AG	0,00%	3,31 Mrd
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UBS GROUP AG	+4,67%	97,18 Mrd
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AMERIPRISE FINANCIAL, INC.	+14,26%	43,11 Mrd
3I GROUP PLC	+25,15%	37,02 Mrd
T. ROWE PRICE GROUP INC.	+7,50%	25,85 Mrd
STATE STREET CORPORATION	-4,29%	22,34 Mrd

Gestione degli investimenti e gestori di fondi - Altri