Vontobel
$69.2M reported client assets across 2 advisory firms in FY2025 annual amendments
Reported client assets over time
$5.3M
$47.9M
2024
2025
Same-firm comparison: 1 firms that reported Vontobel in both FY2024 and FY2025 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Bespoke Advisory Llc | $47.9M | $284M | 16.9% | 04/01/2026 |
| Galliott Capital Advisors, Llc | $21.3M | $249M | 8.5% | 03/31/2026 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.