Success Story Vontobel

This page will give you an insight into the collaboration between Vontobel and aixigo AG.

The challenge: A new dimension of wealth management for customers

Vontobel sought to make its investment expertise available to customers digitally. Customers should benefit from a new dimension of wealth management that allows them to actively shape their portfolio. A solution that offers a unique customer experience and intuitive usability. Prior to this challenge, aixigo had already successfully developed MARS®, an investment advisory solution, together with Vontobel.

Just like MARS®, the new solution for digital wealth management was intended to underline the expertise of the Swiss investment house. It ought to be a contemporary solution combining both service and security for the customer.

The result: The first active digital wealth management solution in Switzerland!

With its API-based high-performance Wealth Management Platform, aixigo has provided the basis for solving these challenges. The result is the Swiss investment house's new digital wealth management service, "Volt®". Vontobel Volt® is the first active digital wealth management solution in Switzerland!

Christian Gmünder
Head of Private Client Operations & Services at Vontobel

"Vontobel Volt® is a new digital dimension of our successful active wealth management. The new technology enables our customers to access our investment expertise directly, individually and from anywhere at any time and to participate in the creation of their portfolio. Vontobel Volt® complements our successful wealth management offering and provides additional growth potential. Our customers can be assured that 100% of Vontobel is in Volt®. This applies to the service offering, the investment expertise as well as the security."

Christian Friedrich
CBO at aixigo AG

"We are delighted that with Vontobel, we have been able to assist an innovative and future-oriented customer in the digitisation of wealth management and investment advisory services. After winning the "Banking IT-Innovation Award" from the University of St. Gallen, we have now, with our customer Vontobel, set another important milestone for aixigo in the Swiss market."

Video interview with Vontobel and aixigo

In this series of interviews, Christian Gmünder (Head of Private Client Operations & Services at Vontobel) and Tobias Haustein (CTO at aixigo) reflect on the collaboration between Vontobel and aixigo.

Video interview Part 1/4

Vontobel on the factors driving their investment in technology, introducing Volt® and why the firm selected aixigo

In this introductory video, Christian Gmünder, Head of Private Client Operations & Services at Vontobel, responds to the following questions:  

Mr. Gmünder – What factors prompted Vontobel to invest in technology?

Mr. Gmünder – Could you briefly introduce us to Volt®?

Mr. Gmünder – In terms of the technology behind Volt®, what can you tell us about your approach and why you selected aixigo?

Video interview Part 2/4

aixigo's role in supporting Vontobel's Volt® offering and why the firm was selected

In this second video, aixigo's CTO, Tobias Haustein answers the following questions:

Mr. Haustein – What role did aixigo play in the development of Vontobel Volt®, and what part did you personally take?

Mr. Haustein – In your opinion, why did Vontobel choose aixigo, and what value do you bring to Vontobel and its Volt® offering?

Video interview Part 3/4

Vontobel's learnings from its approach to digitalisation

In the third video, Christian Gmünder responds to the following questions:

Mr. Gmünder – Looking back, what learnings has this change in Vontobel's technology development process enabled for Vontobel and what factors have made these learnings possible?

Mr. Gmünder – What else did Vontobel learn from this digitalisation project?

Video interview Part 4/4

The future development of the wealth management market

In this fourth and final video, Christian Gmünder and Tobias Haustein provide their views on the future development of the wealth management market.

Video interview Part 1/4

Vontobel on the factors driving their investment in technology, introducing Volt® and why the firm selected aixigo

In this introductory video, Christian Gmünder, Head of Private Client Operations & Services at Vontobel, responds to the following questions:  

Mr. Gmünder – What factors prompted Vontobel to invest in technology?

Mr. Gmünder – Could you briefly introduce us to Volt®?

Mr. Gmünder – In terms of the technology behind Volt®, what can you tell us about your approach and why you selected aixigo?

Video interview Part 2/4

aixigo's role in supporting Vontobel's Volt® offering and why the firm was selected

In this second video, aixigo's CTO, Tobias Haustein answers the following questions:

Mr. Haustein – What role did aixigo play in the development of Vontobel Volt®, and what part did you personally take?

Mr. Haustein – In your opinion, why did Vontobel choose aixigo, and what value do you bring to Vontobel and its Volt® offering?

Video interview Part 3/4

Vontobel's learnings from its approach to digitalisation

In the third video, Christian Gmünder responds to the following questions:

Mr. Gmünder – Looking back, what learnings has this change in Vontobel's technology development process enabled for Vontobel and what factors have made these learnings possible?

Mr. Gmünder – What else did Vontobel learn from this digitalisation project?

Videointerview Part 4/4

Zukunft des Vermögensverwaltungsmarktes

In diesem vierten und letzten Video geben Christian Gmünder und Tobias Haustein uns Ihre Einschätzung zur zukünftigen Entwicklung des Vermögensverwaltungsmarktes.

About Vontobel

Vontobel creates opportunities and pursues them resolutely. As a globally active financial expert with Swiss roots, they are specialised in wealth management, active asset management and investment solutions. Vontobel empowers its employees and expects them to take personal responsibility and open up new perspectives – as successful investing starts with taking personal responsibility.

At Vontobel, achievements are constantly challenged in order to continually exceed customers' expectations. The registered shares of Vontobel Holding AG are listed on the SIX Swiss Exchange. As of 30 November 2019, Vontobel had CHF 286.3 billion in assets under management. Customers are served at 27 locations globally and in the domestic market, Switzerland.

Headquarter in Switzerland
27 locations globally
Assets under management: CHF 286.3 billion (2019)
Headquarter in France, Paris
Represented in 18 countries
Assets under management: 390 billion euros

Article – Gartner Hype Cycle

aixigo has been featured in Gartner's "Hype Cycle for Digital Banking Transformation, 2021" regarding "Roboadvisor 2.0" technology. The article summarises the most important information.

What is the Hype Cycle?

What is "Roboadvice 2.0"?

What are the benefits and drivers?

How is the technology applied at aixigo?

Article – Gartner Hype Cycle

aixigo has been featured in Gartner's "Hype Cycle for Digital Banking Transformation, 2021" regarding "Roboadvisor 2.0" technology. The article summarises the most important information.

What is the Hype Cycle?

What are the benefits and drivers?

What is "Roboadvice 2.0"?

How is the technology applied at aixigo?

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Advising Kit

More than investment advisory software – bundled capabilities for the efficient and regulation-compliant creation of an investment recommendation.

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Analysing Kit

More than portfolio performance and portfolio analysis software – bundled capabilities for professional and scalable services.

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Managing Kit

More than portfolio management software – bundled capabilities for innovative and scalable portfolio management.

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