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Pascal Koeppel

CIO at Vontobel Swiss Financial Advisers Ag

Officer record from the firm’s Form ADVForm ADV filed 4 September 2026

Pascal Koeppel is CIO of Vontobel Swiss Financial Advisers Ag, a Zurich investment adviser.

Role at Vontobel Swiss Financial Advisers Ag

Title on Schedule A
CIO
Control
Pascal Koeppel is a control person of Vontobel Swiss Financial Advisers Ag.
Ownership
An individual ownership band is not available in the source record.
Tenure
Pascal Koeppel has held the filed role since October 2005.

The firm

Vontobel Swiss Financial Advisers Ag
Zurich,

Form ADV filed 4 September 2026

$11.9B AUM2,583 clients60 advisers5 offices

Career on record

The IAPD individual lookup on 18 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Registrations and exams

Individual registration and examination information for Pascal Koeppel is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name
Pascal Koeppel
CRD
5095172
Firm
Vontobel Swiss Financial Advisers Ag
Record basis
Form ADV officer listing

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Common questions

Where does Pascal Koeppel work?

Pascal Koeppel has been CIO of Vontobel Swiss Financial Advisers Ag since October 2005, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 4 September 2026

Leadership at Vontobel Swiss Financial Advisers Ag

Sources

  1. IAPD individual lookup, CRD 5095172. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Vontobel Swiss Financial Advisers Ag, filed 4 September 2026. Title, control and ownership bands.

Retrieved 18 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Pascal Koeppel or Vontobel Swiss Financial Advisers Ag and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.