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Vontobel Appoints Billy Obregon As Head of Private Clients Americas and CEO of Vontobel Sfa

Feb 27, 20255 months ago

Position

Chief Executive Officer

Company

Vontobel

Billy Obregon
Zurich

Description

Vontobel has appointed Billy Obregon as the new Head of Private Clients Americas and Chief Executive Officer (CEO) of Vontobel Swiss Financial Advisers (SFA). Peter Romanzina, the former CEO of Vontobel SFA, will transition to the Board of Directors.

Company Information

Company

Vontobel

Location

Zurich, Zurich, Switzerland

About

Everyone is an investor. Whether it’s time, money or attention that you devote; every day you put your capital to work with a goal in mind. That’s investing. And that’s what we do at Vontobel. We focus on helping people put their financial capital to work. Whether you are a private or institutional investor, or an advisor to others, partnering with us is the same. We take time to fully understand your situation, your investment objectives and beliefs; then we aim to equip you with what you need to reach your destination. Our multi-boutique structure enables us to offer distinct and independent options spanning equities, fixed income and multi asset. A pioneer and leader in financial products, we provide access to unrivaled expertise in structured solutions. We also offer a variety of wealth planning services. We firmly believe that bringing all of these different aspects of investing together in one investment firm has made Vontobel the best partner for investors worldwide. Important legal notice: This publication is deemed to be marketing material within the meaning of Article 68 of the Swiss Financial Services Act and is provided for informational purposes only. We will be happy to provide you with additional information about the specified financial products, such as the prospectus or the basic information sheet, free of charge, at any time.

Executive Insights

Based on hiring data
New executive impact window
87% of new executives make significant technology decisions within first 100 days
Budget influence
C-level executives control 73% of technology spending decisions
Transformation catalyst
65% of new senior hires launch digital transformation initiatives
Vendor review timeline
New executives typically review existing vendors within 6 months

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