Vontobel Asset Management, Inc.

Vontobel Asset Management, Inc. is an SEC‑registered investment manager that primarily serves institutional and intermediary clients, managing separate accounts and a broad set of pooled vehicles — including U.S. registered investment companies, Luxembourg sub‑advised VAMSA funds, a Mauritius‑registered India fund, collective investment trusts and private funds. The firm provides discretionary portfolio management, sub‑advisory services, and non‑discretionary model portfolios for wrap‑fee and platform sponsors; it reported about $20.3 billion in regulatory assets under management as of December 31, 2025.

Its investment approach is organized by specialist teams that emphasize bottom‑up fundamental research for Quality Growth, Conviction/mtx equity and emerging markets fixed‑income strategies, while remaining benchmark‑agnostic and focused on downside preservation and portfolio diversification. The firm also operates systematic Multi‑Asset and AI‑driven equity strategies, integrates ESG analysis into its research processes, and uses a formal trade‑rotation process and third‑party technology to deliver model changes to non‑discretionary sponsors.

VAMUS is affiliated with the broader Vontobel group, including a Swiss parent, a related private bank and a broker‑dealer, and routinely leverages non‑U.S. affiliates to provide investment and marketing services and to act as sub‑adviser to investment companies. Relative to many peers in the investment‑manager category, the firm’s client mix and product set notably include sovereign wealth funds, state and municipal entities, banking institutions and pension/profit‑sharing plans, and it routinely manages and markets cross‑border registered and pooled investment vehicles.