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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.
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Q3 2026 TU earnings summary29 Oct, 2026

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.

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Frequently asked questions

Vontobel Holding AG is an investment management firm offering wealth management, asset management, and investment banking services. The company serves private clients, financial intermediaries, and institutional investors with tailored financial solutions and investment products. It operates in global financial markets. The company is headquartered in Zurich, Switzerland, and its shares are listed on the SIX.