Vontobel Wealth vs Wealth Partner

With the Vontobel Wealth App, our solution for mobile banking, you have access to your wealth anytime and anywhere. You can view and analyze your portfolio, enter payments & trade orders, read research and market information, or receive your account statements digitally. In addition, you can communicate directly with your relationship manager in the app - all via a secure and encrypted connection that meets the highest security standards. The main functions and contents of the Vontobel Wealth App include*: • Portfolio and account overview, including asset analysis by asset classes and currencies, performance overview and transaction details • Entering of payments and trade orders • Receiving and processing individual investment proposals • Secure communication channel with your customer advisor • Digital mailbox for receiving account documents • Digital signing of contracts • Research information on markets and individual financial instruments • News articles on interesting topics related to finance • Current price information on various markets and investments Requirements To be able to use e-banking, you need to have a client relationship with Vontobel. To access Vontobel Wealth app contact your relationship manager or our hotline: from Switzerland: 0800 700 780; from abroad: 00800 7000 7800; from abroad (subject to charges): +41 58 283 66 00 Security Secure data encryption technology is used during data transfer in order to protect against unauthorized access by third parties. When choosing your personal password, please make sure it complies with the minimum requirements for password security and with Section "User's duty of care" in the Framework Agreement on the Use of Electronic Services of Vontobel. Legal Disclaimer The Vontobel Wealth App must not be accessed by any person who is in particular due to its nationality, domicile or (temporary or permanent) residence subject to a jurisdiction in which the publication of the content of the Vontobel Wealth App or the access to it is prohibited for any reason. Persons to whom these restrictions apply are expressly prohibited from accessing the Vontobel Wealth App. We wish to point out that by downloading, installing and/or utilizing this app and, in connection therewith, through points of reference to third parties (e.g. Apple Inc., Google Inc., network operators, device manufacturer) it may be possible to deduce a client relationship with Vontobel. Please consider the Term of Use and the Privacy Policy of Vontobel do also apply for this app. *Depending on the clients domicile or product some functionalities may vary. Where necessary certain functionalities may not be offered.

Gain More Knowledge on Your Financial Freedom Using Wealth Partner! The Wealth Partner makes it as easy as sorting mail to manage and track your mutual fund investments! Along with it, you will also be able to stay aware of your portfolio, get connected with your distributor, and have the opportunity to apply valuable tools for wise investing all in one application. Portfolio Overview: You can acknowledge all your mutual fund investments by collecting them in one place. Stay updated on what you own, what you buy, and how your entire portfolio performs daily. Family Member Details Management: Control and watch the investments of your children or other people related to you. You have a stress-free life thanks to the fact that you can keep all financial details in the same application. Inbuilt Research & Insights: Discover investment opportunities and market insights from experts. We hope they inspire and inform you about the most popular and up-to-date information about a particular fund or market. 50+ Investment Calculators: These tools like SIP, lump-sum, retirement planning, or goal-based investing technologies let you plan your finances better with the help of built-in calculators. The possibility to invest your money in the right place is increased through these tools. Secure NSE & BSE Transactions: Secure and regulated transactions with NSE (National Stock Exchange) and BSE (Bombay Stock Exchange). With us, your investments are safe, and the profit starts from the very first days with the help of secure transactions.