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About the company
Vontobel Holding AG is a Switzerland-based private bank and holding company of the Vontobel Group. It is structured into three main business units: Private Banking, Investment Banking, and Asset Management. Private Banking services include portfolio management services for private clients and active investment advisory and custodian services. The Investment Banking business unit focuses on the derivatives and structured products business and on brokerage, as well as on selected corporate finance activities. Asset Management specializes in active asset management based on asset allocation, stock selection and multi-manager approaches. Its products are distributed through wholesale channels and directly to institutional clients. The Bank operates a number of subsidiaries located in Switzerland, Austria, Germany, the United States, the United Kingdom, the United Arab Emirates, Hong Kong, Singapore and Grand Cayman, among others.
- Revenue in CHF (TTM)1.70bn
- Net income in CHF214.70m
- Incorporated1936
- Employees2.28k
- LocationVontobel Holding AGGotthardstrasse 43ZUERICH 8022SwitzerlandCHE
- Phone+41 582835900
- Fax+41 582837500
- Websitehttps://www.vontobel.com/
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Peer analysis
Key Information
- Key Information
- Stock Performance
- Per Share Data
- Efficiency
- Management Effectiveness
- Profitability
- Financial Strength
- Growth Rates
| Company | Revenue (TTM) | Net income (TTM) | Market cap | Employees | Price/earnings (TTM) | Price/book value (MRQ) | Price/cash flow (TTM) | Price/sales (TTM) | EPS (excl. extraordinary items, TTM) | EPS (incl. extraordinary items, TTM) | Revenue per share (TTM) | Book value per share (MRQ) | Asset turnover (TTM) | Inventory turnover (TTM) | Receivables turnover (TTM) | Revenues per employee (TTM) | Return on avg assets (TTM) | Return on avg assets (5 yr avg) | Return on investment (TTM) | Return on investment (5 yr avg) | Gross margin (TTM) | Gross margin (5 yr avg) | Net profit margin (TTM) | Net Profit margin (5 yr avg) | Quick ratio (MRQ) | Interest coverage (TTM) | Total debt to capital (MRQ) | Payout ratio (5 yr avg) | Revenue (YOY change %) | Revenue (5 yr growth rate) | Net income (YOY change %) | Net income (5 yr growth rate) | Capital expenditure (5 yr growth rate) | Dividend (5 yr growth rate) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HarbourVest Global Private Equity Ltd | 156.20m | 139.70m | 1.99bn | 1.00k | 14.51 | 0.5656 | -- | 12.74 | 1.56 | 1.56 | 1.75 | 40.06 | 0.0431 | -- | -- | 136,833.90 | 3.85 | 15.50 | 3.85 | 15.51 | 91.98 | 97.92 | 89.44 | 96.95 | -- | -- | 0.0484 | -- | -104.78 | -- | -106.22 | -- | -- | -- |
| Bridgepoint Group PLC | 367.11m | 80.71m | 1.99bn | 378.00 | 25.23 | 2.42 | 19.52 | 5.43 | 0.0871 | 0.0871 | 0.3978 | 0.9076 | 0.1544 | -- | 0.2688 | 850,793.60 | 3.39 | 5.58 | 3.96 | 6.94 | -- | -- | 21.98 | 26.80 | -- | 16.38 | 0.6339 | 62.32 | 4.62 | 17.10 | -41.38 | -- | 4.34 | -- |
| Antin Infrastructure Partners SAS | 276.86m | 73.17m | 2.15bn | 227.00 | 29.05 | 4.41 | 25.93 | 7.77 | 0.422 | 0.422 | 1.60 | 2.78 | 0.4659 | -- | 10.12 | 1,246,115.00 | 12.31 | 14.15 | 13.78 | 16.03 | -- | -- | 26.43 | 23.62 | -- | -- | 0.1037 | 88.07 | 32.09 | 29.73 | 545.10 | 23.60 | 7.84 | -- |
| Turkiye Kalkinma ve Yatirim Bankasi AS | 453.86m | 113.41m | 2.44bn | 528.00 | 20.83 | 7.74 | 21.34 | 8.49 | 0.7584 | 0.7584 | 1.92 | 2.04 | -- | -- | -- | -- | 3.56 | 2.85 | -- | -- | -- | -- | 39.50 | 42.94 | -- | -- | -- | -- | 149.17 | 87.99 | 137.75 | 90.70 | 49.65 | -- |
| Tradegate AG Wertpapierhandelsbank | 5.93m | 22.95m | 2.60bn | 160.00 | 113.69 | 21.09 | 104.99 | 16.28 | 0.9588 | 0.9588 | 6.68 | 5.17 | -- | -- | -- | -- | 7.03 | 20.56 | -- | -- | -- | -- | 14.39 | 34.87 | -- | -- | -- | 75.11 | 1,238.73 | -- | -48.78 | 6.40 | -- | 6.08 |
| St James's Place PLC | 21.61bn | -11.53m | 2.64bn | 2.30k | -- | 2.35 | 70.63 | 0.122 | -0.0178 | -0.0178 | 34.50 | 1.79 | 0.1168 | -- | -- | 8,236,249.00 | -0.0061 | 0.1589 | -- | -- | -- | -- | -0.0523 | 2.21 | -- | -- | 0.2744 | 101.78 | 259.33 | -- | -102.48 | -- | 20.50 | -13.15 |
| International Public Partnerships Ltd | 82.21m | 31.80m | 2.68bn | 0.00 | 84.64 | 0.8088 | -- | 32.65 | 0.0146 | 0.0146 | 0.0377 | 1.53 | 0.0237 | -- | 1.75 | -- | 0.9169 | 5.14 | 0.921 | 5.18 | 45.10 | 81.44 | 38.69 | 78.54 | -- | -- | 0.0218 | 94.63 | -80.30 | -15.55 | -91.48 | -27.42 | -- | 3.08 |
| Vontobel Holding AG | 1.70bn | 214.70m | 2.92bn | 2.28k | 13.67 | 1.36 | 9.10 | 1.72 | 3.75 | 3.75 | 29.65 | 37.85 | 0.0569 | -- | -- | 745,494.50 | 0.7198 | 0.9131 | 1.26 | 1.79 | 76.67 | 78.32 | 12.66 | 15.97 | -- | -- | 0.8502 | 57.71 | 2.45 | 3.48 | -6.57 | -0.5497 | -1.01 | 7.39 |
| Abrdn PLC | 1.68bn | 13.70m | 2.97bn | 5.06k | 181.89 | 0.5110 | 18.83 | 1.76 | 0.0078 | 0.0078 | 0.7637 | 2.76 | 0.171 | -- | -- | 291,419.50 | 0.1392 | 2.89 | 0.1394 | 3.06 | 94.84 | 94.76 | 0.8141 | 17.15 | -- | 6.82 | 0.1053 | 110.90 | -4.16 | -5.40 | 102.18 | -- | -17.67 | -8.40 |
| Burford Capital Limited | 991.55m | 556.96m | 3.02bn | 161.00 | 5.51 | 1.44 | -- | 3.05 | 2.19 | 2.19 | 3.91 | 8.36 | 0.2147 | -- | -- | 5,395,152.00 | 14.19 | 7.17 | 16.97 | 8.16 | -- | -- | 66.08 | 52.00 | -- | 11.42 | 0.3236 | 2.60 | 240.48 | 20.66 | 1,901.32 | 13.96 | 98.59 | 0.00 |
| IG Group Holdings plc | 1.12bn | 344.17m | 3.13bn | 2.54k | 9.96 | 1.52 | 7.49 | 2.78 | 0.7354 | 0.739 | 2.41 | 4.82 | 0.344 | -- | 1.96 | 388,678.50 | 10.53 | 16.41 | 13.13 | 21.00 | 98.37 | 97.94 | 30.60 | 37.94 | -- | -- | 0.1466 | 55.71 | 4.67 | 11.62 | -8.18 | 9.94 | 13.35 | 0.9092 |
| Man Group PLC | 1.07bn | 213.47m | 3.33bn | 1.79k | 15.65 | 2.27 | 11.78 | 3.13 | 0.1553 | 0.1553 | 0.7733 | 1.07 | 0.304 | -- | 2.08 | 521,469.60 | 6.09 | 11.61 | 7.84 | 14.98 | -- | -- | 20.03 | 27.23 | -- | -- | 0.2079 | 47.55 | -32.56 | 4.00 | -61.51 | -3.04 | 1.26 | -1.27 |
| Azimut Holding SpA | 1.35bn | 425.33m | 3.39bn | 1.66k | 7.71 | 2.16 | 7.00 | 2.51 | 3.14 | 3.14 | 9.98 | 11.20 | 0.1418 | -- | 4.98 | 833,284.90 | 4.70 | 5.09 | 5.12 | 5.41 | 75.09 | 71.83 | 33.17 | 36.21 | -- | 160.84 | 0.2503 | 35.41 | 6.78 | 13.87 | 6.91 | 28.81 | 8.17 | -3.58 |
| Tikehau Capital SCA | 186.00m | 172.92m | 3.61bn | 758.00 | 21.42 | 1.15 | -- | 19.42 | 0.9782 | 0.9782 | 1.05 | 18.18 | 0.0388 | -- | 1.88 | 250,711.10 | 3.60 | 3.61 | 3.85 | 3.78 | -- | -- | 92.92 | 63.54 | -- | 4.78 | 0.3182 | 54.29 | -36.86 | -- | -44.82 | -- | -- | 24.57 |
| Swissquote Group Holding SA | 589.04m | 217.63m | 3.68bn | 1.13k | 16.51 | 3.97 | 14.40 | 6.25 | 14.55 | 14.55 | 39.38 | 60.48 | 0.0584 | -- | -- | 519,439.00 | 2.16 | 1.72 | 19.08 | 21.23 | 96.45 | 94.51 | 36.95 | 31.53 | -- | 7.05 | 0.9056 | 23.30 | 29.24 | 18.46 | 38.27 | 37.30 | 15.18 | 33.87 |
Data as of Apr 26 2024. Currency figures normalised to Vontobel Holding AG's reporting currency: Swiss Franc CHF
13.35%Per cent of shares held by top holders
| Holder | Shares | % Held |
|---|---|---|
| UBS Asset Management Switzerland AGas of 08 Jul 2023 | 1.74m | 3.06% |
| Capital Research & Management Co. (Global Investors)as of 31 Mar 2024 | 1.06m | 1.86% |
| The Vanguard Group, Inc.as of 05 Apr 2024 | 1.00m | 1.76% |
| Dimensional Fund Advisors LPas of 04 Apr 2024 | 859.82k | 1.51% |
| Norges Bank Investment Managementas of 31 Dec 2023 | 692.10k | 1.22% |
| Capital Research & Management Co. (World Investors)as of 31 Mar 2024 | 584.09k | 1.03% |
| Credit Suisse Asset Management (Schweiz) AGas of 29 Feb 2024 | 568.58k | 1.00% |
| Z�rcher Kantonalbank (Investment Management)as of 29 Feb 2024 | 460.87k | 0.81% |
| BlackRock Fund Advisorsas of 04 Apr 2024 | 373.50k | 0.66% |
| Fidelity Management & Research Co. LLCas of 31 Jan 2024 | 251.10k | 0.44% |
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Data from 31 Dec 2023 - 31 Dec 2023Source: FactSet Research Systems Inc.
