Vontobel Holding AG
Vontobel Holding AG
Your view on VONHF
Overview
What the company does, where it operates, and who runs it.
About Vontobel Holding AG
- Industry
- Asset Management
- Sector
- Financial Services
- CEO
- Georg Franz Friedrich Schubiger
- Headquarters
- Gotthardstrasse 43, Zurich, CH
- Industry
- Asset Management
- Sector
- Financial Services
- CEO
- Georg Franz Friedrich Schubiger
- Headquarters
- Gotthardstrasse 43, Zurich, CH
Vontobel Holding AG provides various financial services to private and institutional clients. The company operates through Asset Management, Platforms & Services, Wealth Management, and Digital Investing segments.
The Wealth Management segment offers managed solutions, advisory services, and investment products; and financial planning and consulting, pension planning, succession planning, and estate planning solutions, as well as real estate financing and Lombard loans.
The Asset Management segment provides equities, fixed income, multi asset, and fund solutions.
The Platforms & Services segment offers various platforms, such as EAMNet, an integrated and centralized product and services platform that provides trading, and reports to research services; deritrade, a multi-issuer platform that offers designing and issuing bespoke structured products; cosmofunding, a money and capital market platform that provides securitization of classic loan and private placement; investerest, a social investing market place; derifactory, a white-labeling platform for structured products; and electronic trading solutions for professionals, as well as structured investments, funds, investment strategy/research, EAM, ESG, and ESG insights and news solutions.
The Digital Investing segment provides Vontobel Volt, a digital wealth management platform; investerest, a social investing market place that combines and standardizes the entire strategy and investment spectrum; and structured and leverage investment services. Vontobel Holding AG was founded in 1924 and is headquartered in Zurich, Switzerland.
Media
Infographics, videos, and posts covering the company.
Stock Data
Price chart, volume, and trading data.
Fair Value
What FRC thinks it is worth vs. the current price.
FRC's fair value estimate for Vontobel Holding AG, and the rating behind it. VONHF last traded at $69.62, 13.4× trailing earnings — the estimate is read against that market price. FRC analysts run the firm's valuation model across the companies on this platform to estimate what each one is worth, rather than republishing a consensus average. Shows the current estimate, our rating, and when it was last revised. A free account covers 7 company valuations a month; a paid subscription is unlimited.
Financial Ratios
Profitability, returns, valuation, and leverage ratios.
Valuation, profitability, liquidity and leverage ratios for Vontobel Holding AG. Starting points for Vontobel Holding AG: P/E 13.4, EPS $6.77, beta 0.67 — an Asset Management name. P/E, P/B, EV/EBITDA, margins, return on equity, current ratio and debt coverage, each shown against the company's own history.
Dividend Analysis
Yield, payout ratio, and dividend coverage metrics.
Dividend history, yield and payout sustainability for Vontobel Holding AG. Vontobel Holding AG does not currently pay a regular dividend, so this section tracks capacity rather than history. Per-share payments, yield over time, payout ratio and growth streak, with coverage measured against free cash flow.
Earnings Analysis
EPS history, beat rate, and upcoming earnings reports.
Reported vs. expected earnings history for Vontobel Holding AG. Trailing twelve-month EPS for Vontobel Holding AG stands at $6.77. EPS surprises by quarter, revenue against estimates, and the upcoming reporting date.
Financial Statements
Income statement, balance sheet, and cash flow statements.
Income statement, balance sheet and cash flow history for Vontobel Holding AG. Vontobel Holding AG has reported as a listed company since 2013. Annual and quarterly filings with period-over-period comparison, so you can trace how revenue, margins and cash generation have moved.
Comparables
List of peer companies in the same industry.
Vontobel Holding AG valued side by side against its closest peers. Vontobel Holding AG is measured against Asset Management peers within the Financial Services sector. Peer-relative multiples and operating metrics, so the valuation is read in the context of its own sector rather than in isolation.
Institutional Ownership
PremiumWhich funds and firms own the stock.
Which institutions hold Vontobel Holding AG, and how their positions are changing. At a $3.88B market value, institutional positions materially move Vontobel Holding AG's register. Top holders, position sizes, and quarter-over-quarter accumulation or distribution from regulatory filings. Included with FRC Premium.
Insider Trading
PremiumRecent buying and selling by company executives.
Buying and selling by Vontobel Holding AG executives and directors. Shares of Vontobel Holding AG have traded between $62.79 and $69.62 over the past 52 weeks — context for the timing of the transactions below. Insider transactions as disclosed to regulators, with role, size and date — the clearest read on how the people running the company are positioned. Included with FRC Premium.
Senate Trading
PremiumU.S. Senator disclosures filed under the STOCK Act.
U.S. Senate disclosures naming Vontobel Holding AG. Vontobel Holding AG is a $3.88B Financial Services company. Senators' reported transactions in this security, alongside the fundamentals — a signal most research platforms leave out entirely. Included with FRC Premium.
House Trading
PremiumU.S. Representative disclosures filed under the STOCK Act.
U.S. House of Representatives disclosures naming Vontobel Holding AG. Representatives' reported transactions in this security, shown next to the company's fundamentals. Included with FRC Premium.
News
Latest headlines and market coverage.
Latest headlines and company announcements for Vontobel Holding AG. Coverage tracks Vontobel Holding AG within Asset Management (Financial Services). Press releases and market coverage, newest first.