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CIO · Vontobel Swiss Financial Advisers

Pascal D. Koeppel

CRD 5095172 · Named on Form ADV at one SEC-registered adviser

At a glance

Vontobel Swiss Financial Advisers, an SEC-registered broker-dealer firm based in Zurich, Switzerland with $11.9 billion in regulatory assets, lists Pascal D. Koeppel on its Form ADV as CIO, a control person.

Firms and roles

AtlasMembers

Pascal’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (9)

  • Christian StambachDirector of the Board of Directors, Vontobel Swiss Financial Advisers
  • Christian GmuenderChairman of the Board of Directors, Vontobel Swiss Financial Advisers
  • Natalie PeterDirector of the Board of Directors, Vontobel Swiss Financial Advisers
  • Arturo StoeklinManagement Committee Member, Vontobel Swiss Financial Advisers
  • Maria-Antonella BinoDirector of the Board of Directors, Vontobel Swiss Financial Advisers

4 more people named with Pascal on the same filings, with titles and firms. Free in Atlas with a free account.

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Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Pascal’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.