In 2025, Vontobel achieved strong financial results by increasing top-line revenue and reducing its cost base while continuing to invest substantially in growth areas. The pool shareholders extended their shareholder agreement until December 31, 2036, with automatic renewal every five years, reaffirming long-term commitment to the company's development. The company remains committed to achieving a 4 to 6 percent revenue growth target through the cycle, with CHF 100 million in gross cost reductions targeted by 2026.
Cyborg Score Rationale
Vontobel maintains a very strong capital position with a CET1 ratio of 19.7 percent at end of 2025, exceeding both regulatory minima and internal targets. The company attracted net new money across key segments and achieved a top-quartile position in institutional fund flows. The efficiency program is performing ahead of plan, positioning the firm well for sustainable growth.
Top Insights
The CHF 100 million efficiency program is running ahead of plan, with 84 percent targeted efficiencies realized by the end of 2025.
Strong net new money across key segments with top-quartile institutional fund flows.
Sharpening business portfolio through strategic divestitures, including the sale of cosmofunding to Zürcher Kantonalbank completed January 30, 2026.
Growth strategy focused on hiring relationship managers in key markets and opening Los Angeles office in H1 2026, with resources redeployed to high-demand Asian markets.
Named Competitors
BlackRock — Global asset management and wealth solutions
Julius Baer — Swiss private banking and wealth management
Credit Suisse — Global investment banking and wealth management
Recent Developments
(Feb 2026) Completed sale of cosmofunding digital financing platform to Zürcher Kantonalbank
(Feb 2026) Achieved successful 2025 results with strong capital position (CET1 19.7%) and renewed shareholder agreement extended to 2036
(Early 2026) Cosmofunding transaction closed January 30, 2026 with no client disruption; Los Angeles SFA office opening planned H1 2026
(Q4 2025) Efficiency program 84% complete by year-end 2025, ahead of schedule
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