Switzerland · Delayed Price · Currency is CHF Vontobel Holding AG Earnings Call Transcripts
Fiscal Year 2026
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Record net profit and assets under management were achieved, with strong revenue growth and improved cost efficiency. Both private and institutional segments delivered robust results, and capital ratios remain well above targets, supporting future growth and strategic flexibility.
Fiscal Year 2025
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Net profit rose 5% to CHF 280 million, with AuM up 5% to CHF 241 billion despite FX and rate headwinds. Efficiency gains improved the cost-income ratio, and the CET1 ratio reached 19.7%, supporting a CHF 3 per share dividend.
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Profit before tax declined 15% year-over-year amid macro headwinds, but assets under management grew to €233 billion with strong private client inflows and a CET1 ratio of 16.7%. Efficiency gains and new product launches support a positive outlook.
Fiscal Year 2024
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Profit before tax rose 32% to CHF 354 million, with strong revenue growth and positive net new money inflows. CET1 ratio remains robust at 16.1%, and two strategic acquisitions were completed. Efficiency gains improved the cost/income ratio by nearly 5 percentage points.
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Reaffirmed commitment to an investment-led, client-centric model, with strong organic growth in private clients and a focus on efficiency, digitalization, and scalable solutions. Expanded private markets and sustainable offerings, while maintaining a capital-light, low-risk profile and robust capital management.
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Profit before tax rose 12% to CHF 173 million, with AUM up 9% to CHF 226 billion and strong private client inflows. Efficiency measures are progressing, with a cost/income ratio improvement and strategic expansion via the Ancala acquisition.