VONTOBEL ASSET MANAGEMENT, INC.

RIASEC RegisteredEst. 1984

Total AUM

$20.3B

Discretionary

$19.9B

98% of AUM

Avg account

$495M

Accounts

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 105007
Registered since: August 3, 1984
Website: am.vontobel.com
Custodians: STATE STREET BANK AND TRUST COMPANY, J.P. MORGAN SECURITIES INC., CIBC WORLD MARKETS CORP., BROWN BROTHERS HARRIMAN INVESTMENT SERVICES (JAPAN) INC., J.P. MORGAN SECURITIES INC.
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles42.28%
Sovereign Wealth Funds29.13%
Pension & Profit Sharing Plans10.29%
Banking / Thrift Institutions8.67%
State / Municipal Government5.33%
Services: Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Vontobel Asset Management, Inc. is a corporate, SEC‑registered investment adviser that primarily serves institutional clients. The firm operates with a mix of percentage‑of‑AUM and performance fees and reports activity as a commodity pool operator/commodity trading advisor (CPO/CTA) as well as portfolio management for investment companies, pooled vehicles, and institutional or business clients. Ownership is listed as involving a foreign entity and individuals. Vontobel identifies as an active ESG investor and has industry ties spanning broker‑dealer, banking/thrift institution, and sponsor or managing‑member roles in pooled vehicles.