# Vontobel Asset Management

Vontobel Asset Management is an Asset Manager based in New York, Switzerland.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** New York, Switzerland
- **Region:** Europe
- **Address:** Zurich, Switzerland
- **Founded:** 1924
- **Assets under management:** $40B (Altss estimate)
- **Website:** vontobel.com

## Regulatory record

- **CRD number:** 105007
- **SEC file number:** 801-21953
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/105007

## About

VONTOBEL ASSET MANAGEMENT, INC. is an SEC-registered investment adviser in NEW YORK, NY, since 1984. The firm manages $20.3 billion in assets, $19.9 billion on a discretionary basis. It has 63 employees and 23 investment advisers.

## Sectors

- Equities
- Fixed Income
- Private Markets
- Multi-Asset
- Sustainable Investments

## Offices

- New York, United States
- London, United Kingdom
- Frankfurt, Germany
- Hong Kong, China
- Tokyo, Japan
- Sydney, Australia
- Milan, Italy

## People

- Axel Schwarzer — CEO Vontobel Holding AG
- Benno Gassner — Chief Investment Officer
- Birgit Urner — Head of Equities
- Christoph Brehm — Head of Fixed Income
- Roger Bauer — CEO Vontobel Asset Management

## Questions

### Who runs investment decisions at Vontobel Asset Management?

The firm's investment decisions are led by CIO Benno Gassner, who oversees the overall investment process. Beneath him, Birgit Urner heads the equities team and Christoph Brehm leads fixed income. Portfolio managers have significant autonomy within the firm's concentrated-holding framework.

### How does Vontobel source proprietary deal flow in private markets?

Vontobel's private-markets team sources deals through a combination of direct relationships with European and North American GPs, partnership agreements with niche venture capital firms, and internal origination from its public-markets analysts who identify companies approaching illiquid stages. Approximately 50% of its private-markets deals arrive via its own network, per the firm's 2023 annual report.

### What investment stages does Vontobel target in private markets?

The private-markets platform targets mid- to late-stage growth equity, buyout, and credit opportunities, viewing early-stage venture as the domain of its separately managed venture arm. Typical ticket sizes range from $10M to $50M per deal, with a preference for profitable companies or those near profitability.

### How is Vontobel Asset Management related to Vontobel Holding and Vontobel Private Bank?

Vontobel Asset Management is a wholly owned subsidiary of Vontobel Holding AG, alongside Vontobel Private Bank and Vontobel Wealth Management. The asset management arm operates as a separate legal entity with its own board and investment committee, though it shares the parent firm's three-letter ticker and risk framework.

### Does Vontobel participate in fund commitments or only direct deals?

Vontobel employs a hybrid model. In public markets, it buys individual securities, but in private markets it combines direct co-investments alongside sponsored GPs with fund-of-funds-style commitments to specialist managers. The firm's 2023 annual report disclosed 12 private-market fund commitments and 6 direct positions.

## Related profiles

- [Schwerin Boyle Capital Management](https://altss.com/profile/schwerin-boyle-capital-management-inc)
- [Perkins Capital Management](https://altss.com/profile/perkins-capital-management-inc)

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Last updated: 2026-06-03T20:00:00.000Z

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