GLOBAL WEALTH MANAGER VONTOBEL SWISS FINANCIAL ADVISERS EXPANDS U.S. PRESENCE WITH NEW LOS ANGELES OFFICE
As investors navigate increasingly concentrated markets and a rapidly evolving global landscape, international diversification has become an essential component of long-term wealth preservation. To meet growing demand for global investment solutions, Vontobel Swiss Financial Advisers (SFA) has opened a new office in Los Angeles, expanding its presence in one of the country’s most important wealth management markets.
As businesses, markets and opportunities become more global,investors are placing greater value on access to opportunities beyond their home markets. Vontobel SFA makes it easier for U.S. investors to diversify globally. Clients gain access to investment opportunities around the world while benefiting from Swiss-based custody and U.S. tax reporting. Headquartered in Switzerland, long known for stability and long-term wealth preservation, Vontobel SFA combines global investment expertise with a client-first approach designed to put investors’ interests first.
California is home to a growing population of entrepreneurs, business owners, family offices and globally connected investors seeking sophisticated cross-border wealth management solutions. Establishing a local presence in the area allows Vontobel SFA to work closer with clients in the region while providing access to its Swiss wealth management heritage and global investment expertise.
“Los Angeles is one of the most dynamic wealth markets in the world and an increasingly important hub for international investors,” said Billy Obregon, CEO of Vontobel SFA. “This new office enables us to deepen relationships in the region while helping clients access the benefits of global diversification through a personalized, long-term investment approach.”
Located at 10100 Santa Monica Boulevard, the Los Angeles office complements Vontobel SFA’s existing presence in Zurich, Geneva, New York and Miami. The expansion underscores the firm’s long-term commitment to the U.S. market and its mission to help clients build resilient, globally diversified portfolios.
Vontobel SFA is a wholly owned subsidiary of Vontobel Holding AG and provides discretionary and advisory investment solutions focused on global diversification and personalized wealth management.
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To learn more, visit: vontobel.com/losangeles
