Vontobel has announced the appointment of Billy Obregón as Head of Private Clients Americas and CEO of Vontobel SFA (Swiss Financial Advisers).
His role will be effective as of March 1, 2025.
The company also reported that Peter Romanzina, former CEO of Vontobel SFA, will join the Board of Directors, pending regulatory approval.
A week ago, Obregón bid farewell to Deutsche Bank through a message on his personal LinkedIn account. He had spent 23 years at the bank, where he was responsible for U.S. and Latin American client coverage. “I am looking forward to embarking on my next adventure, where I hope to leverage my knowledge and experience in today’s evolving market landscape,” he shared on the professional network.
“His experience and strategic vision will be key to driving Vontobel SFA’s growth and strengthening its position in the wealth management sector across the Americas,” the firm stated in a release.
Based in New York, Obregón brings over 20 years of experience in the financial industry, with a strong track record in wealth management and advisory services. He also worked at DWS, overseeing the distribution and execution of alternative investment opportunities across the Americas, with a special focus on the Latin American institutional client base.
Vontobel’s wealth management business has teams in New York, Miami, Geneva, and Zurich, serving private clients worldwide. In 2022, the firm acquired UBS’s Swiss Financial Advisers business and established Vontobel SFA, creating the largest Switzerland-based wealth manager for U.S. clients seeking a Swiss account for diversification purposes.
For Marcelo Soba