Yesterday, Swiss investment management firm Vontobel released a positive nine-month 2026 trading update, recording a record high.

Zurich-headquartered Vontobel has reported that assets under management for the first nine months of 2026 reached a record high to SFr255.1 billion ($309 billion), up 6 per cent, compared with the same time last year.

Vontobel also reported net new money of SFr1.9 billion, in the first nine months. The firm posted private clients net inflows of SFr3.8 billion in the same period, including SFr1.3 billion in the third quarter.

Net outflows for institutional clients were SFr2.0 billion, including net outflows related to quality growth (SFr5.1 billion) and Raiffeisen (SFr1.6 billion).

Total net new money, on an adjusted basis, amounted to SFR8.4 billion in the first nine months, the firm said. Assets under management increased by 6 per cent to reach an all-time high of SFr 255.1 billion at the end of September 2026 (SFr +14.4 billion compared with year end 2025). Net inflows (SFr1.9 billion), foreign exchange effects (SFr5.5 billion) and market performance (SFr8.7 billion) all contributed to this increase, the firm continued.

Overall, on an adjusted basis, total net new money amounted to SFr8.4 billion in the first nine months with strength across all regions in private clients. There was strong demand for fixed income products for institutional clients.

Private clients continued to generate net inflows of SFr3.8 billion with positive flows in all regions, the firm said. Institutional clients reported net outflows of SFr2.0 billion and adjusted net inflows of SFr4.6 billion excluding SFr5.1 billion outflows from quality growth strategies, and SFr1.6 billion outflows related to previously disclosed insourcing of the Futura fund management mandate by Raiffeisen. In September 2024, it was announced that Raiffeisen was taking control of the asset management of the actively managed Futura funds.