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June 28, 2017

Vontobel sets up new office in New York

Vontobel Swiss Wealth Advisors (VSWA), a unit of Vontobel Wealth Management offering diversified wealth management solutions to American and Canadian investors, has launched an office in New York.

VSWA began catering to US clients out of Switzerland in 2010 prior to setting up an office in Dallas, Texas in 2013.

The new office will be headed by Peter Little, who joined VSWA as senior wealth management adviser in March 2017. Little most recently was the director of international strategy at LLBH Private Wealth Management. He previously also worked at Royal Bank of Canada.

Little will be assisted by wealth management advisers Urs Weber and Franck Litzler at the new office.

Weber joined VSWA in October 2016 as an executive director and will hold the role of a at the new office. He previously also had stints at Cornerstone Capital Group, Strategic Marketing Solutions, TD Bank, State Street Global Markets, UBS, ABN Amro-LaSalle Bank, and Chase Manhattan Bank.

Litzler has been serving as a wealth management advisor at VSWA since last month. He previously also served at JPMorgan Private Bank in New York, and in the Singapore branch of Julius Baer Group.

VSWA CEO Deepak Soni said: “The New York location is an important milestone in our growth strategy, and ensures a growing base of US and Canadian investors can access our highly experienced team of advisors and tailored investment solutions.”

 

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