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Vontobel (VONN) investor relations material
Vontobel Q3 2026 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Assets under management reached a record CHF 255.1 billion at September 2026, up 6% from year-end 2025; reported 9M net new money was CHF 1.9 billion and adjusted net new money was CHF 8.4 billion.
Financial highlights
AUM rose CHF 14.4 billion from year-end 2025, supported by CHF 1.9 billion net inflows, CHF 5.5 billion in FX effects and CHF 8.7 billion in market performance; other effects reduced AUM by CHF 1.6 billion.
September AUM comprised CHF 136.6 billion in Private Clients and CHF 111.0 billion in Institutional Clients; totals include CHF 7.5 billion in Centers of Excellence/Reconciliation.
Segment performance
Private Clients recorded CHF 3.8 billion net inflows in 9M, including CHF 1.3 billion in Q3, with positive flows in all regions.
Institutional Clients recorded CHF 2.0 billion net outflows; adjusted net inflows were CHF 4.6 billion excluding CHF 5.1 billion outflows from Quality Growth and CHF 1.6 billion related to Raiffeisen mandate insourcing.
Institutional Clients saw strong demand for fixed income products; adjusted net new money showed continued strength across all Private Client regions.
- Record profit, strong AuM growth, and improved efficiency drive robust first-half results.VONN
Q2 2026 - Net new money of CHF 1.7 billion and stable AUM highlight resilient Q1 2026 performance.VONN
Q1 2026 TU - Net profit up 5% to CHF 280m, AuM at CHF 241bn, CET1 ratio 19.7%, dividend CHF 3/share.VONN
Q4 2025 - Assets under management rose 4.6% to CHF 239.7 billion, led by strong Private Clients inflows.VONN
Q3 2025 TU - Profit before tax was CHF 148 million, with AuM up to CHF 233.3 billion and CET1 at 16.7%.VONN
Q2 2025 - Assets under management up 10% to CHF 227.6 billion, with strong Private Client inflows.VONN
Q3 2024 TU - 10% AuM growth, efficiency gains, and digital innovation drive scalable, stable expansion.VONN
Investor Day 2024 - Profit before tax up 12%, AUM up 9% to CHF 226bn, and efficiency gains support strong results.VONN
H1 2024 - Profit before tax rose 32% with strong capital, efficiency gains, and a CHF 3.00 dividend proposed.VONN
Q4 2024
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