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Expert M&A and capital markets advice

Wealth Management Switzerland

Dedicated to helping individuals and families preserve and grow their wealth over the long term

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Global investment solutions and services to institutional clients, financial intermediaries and independent financial advisers

Five Arrows

Our alternative assets arm, managing funds dedicated to private equity and private debt

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Over 200 years at the centre of the world's financial markets

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Insights

  • Keeping a steady hand
    Perspectives podcast

    Keeping a steady hand

    Markets have been shifting in the past few weeks, raising key questions for investors.
  • Februar: Aktienrotation verlängert sich
    Monthly Market Summary

    February: stock rotation extends

    Global equities declined by 0.6% in February (USD terms), though global government bonds returned 1.0% (USD, hedged terms).
  • Rothschild & Co
    CIO Lens

    Amidst concerns surrounding Europe, some signs of optimism

    Despite widespread concerns about the European economy, European equities have started the year on a strong note — even outperforming the US market. While investors remain cautious, there are signs of underlying optimism.
    • Carlos Mejia
  • German election / Ukraine
    Strategy Blog

    German election / Ukraine

    Quick thoughts on two pressing political issues: yesterday’s federal election in Germany, and the Trump/Ukraine situation.
  • Gut Ding will Weile haben
    Market Perspective

    Wait and see

    Donald Trump is playing the media like fish on a line. Hopelessly hooked on easy copy, they have to follow his every twist and turn, flip-flopping this way and that, not seeing where they have been or where they are going.
  • Fiction trifft science
    Investment Views

    Fiction meets science

    When discussing longevity, the emphasis often falls on the fascinating scientific and societal aspects – innovations that could enable individuals to reach the age of 150 or even 250 years.
  • First world problems
    Strategy Blog

    First world problems

    Setting Trump and tariffs aside for a moment… We’re facing a new year, but some familiar concerns.
  • Januar: Trump, Zölle und Technologie
    Monthly Market Summary

    January: Trump, tariffs and tech

    Global equities rose by 3.4% in January (USD terms), while global government bonds returned 0.3% (USD, hedged terms).
  • Week One: The Art of the Deal
    Strategy Blog

    Week One: The Art of the Deal

    “I aim very high, and then I just keep pushing and pushing and pushing to get what I’m after.” - Donald J. Trump
  • Looking at 2025 with our CIO and Global Investment Strategist
    Perspectives podcast

    Looking at 2025 with our CIO and Global Investment Strategist

    In this episode of our Perspectives podcast, Laura Künlen is joined by CIO Dr. Carlos Mejia and Global Investment Strategist Kevin Gardiner to review last year’s macro market and portfolio performance. They reflect on a year marked by resilient economic growth amid geopolitical tensions, the strong performance of gold, and the political upheaval that shaped global markets.  
  • Rothschild & Co
    CIO Lens

    A new chapter begins today

    Today marks the official presidential inauguration of the 47th President of the United States of America. Donald Trump will become the second person to hold office in two non-consecutive terms (Stephen G. Cleveland was the other one, in 1837).
    • Carlos Mejia
  • Article header - The Grinch (400x200).jpg
    CIO Lens

    Can the Grinch steal Christmas 2025?

    As we approach this wonderful time, it is an opportunity to reflect and to be grateful. In the case of our investments, we are grateful that, despite having a supercharged geopolitical calendar in 2024, and concerns about slowing economic activity and the risk of Central Banks' policy missteps, we are closing the year with very healthy returns.
    • Carlos Mejia
    • Amaya Gutiérrez
  • Rothschild&Co
    Thematic Insights

    Silver Economy: The age of opportunity

    In recent years, scientists have claimed that ‘60 is the new 40,’ reflecting not just our ageing population but also shifting attitudes about what it means to grow older.
    • Laura Künlen
  • Rothchild & Co
    Monthly Market Summary

    November: Trump 2.0

    Global equities rose by 3.7% in November (USD terms), while global government bonds returned 1.1% (USD, hedged terms).
  • Zoomed in image of the US 50 dollar note
    Market Perspective

    Must growth disappoint?

    President Trump’s upcoming return to the White House has brought much noise with it. In this Market Perspective we look at the impact the new presidency could have on markets. We also discuss how the global economy deals with debt, rates and tariffs.
    • Kevin Gardiner
    • Victor Balfour
  • zhenyu-luo-kE0JmtbvXxM-unsplash.jpg
    Thematic Insights

    The dawn of Industry 5.0

    Industry 5.0, through AI, robotics, and big data, is set to revolutionise production, boost efficiency, and redefine customer experiences. Explores how these developments are shaping manufacturing and how businesses can seize the opportunities they present.
    • Eunice Harbeke
    • Laura Künlen
  • GettyImages-78053765.jpg
    CIO Lens

    A surprising Republican clean sweep

    Donald Trump has been elected as the 47th President of the United States, marking his second term and making him one of only two presidents, alongside Grover Cleveland (in the 1890's), to serve non-consecutive terms. The election day saw a sharp market rally in response to Trump’s victory.
    • Carlos Mejia
  • Article header - MMS Nov.jpg
    Monthly Market Summary

    Stocks pause for breath

    Global equities fell by 2.2% in October (USD terms), while global government bond returns declined by 1.2% (USD, hedged terms). Key themes included: Stock markets retreat as government bond yields surge; Economic resilience persists, with inflation modestly above target in most regions; Geopolitical risk intensifies in the Middle East, Ukraine and Taiwan.
  • lysander-yuen-nXXiQgodEXU-unsplash.jpg
    CIO Lens

    Finding clarity in an uncertain economic landscape

    In a rapidly evolving geopolitical landscape, financial markets are feeling the weight of numerous global challenges. In our interview with Wealth Management Switzerland's CIO, Dr. Carlos Mejia, we explore the shared concerns voiced by clients across Europe, from the impacts of the upcoming U.S. presidential election to the economic uncertainties in China and Europe.
    • Carlos Mejia
  • C24-08-065 - Autumn Insights Magazine - Banners - 400 x 200 @2x .png
    Insights

    Insights Issue 14: American horizons

    This issue of Insights centres on the U.S. in light of its upcoming elections, featuring insights from our Chief Investment Officer and analyses from our Global Investment Strategist and Fixed Income team. We also share findings from a recent U.S. road trip, explore the potential of robotics, and discuss the evolving U.S.-Swiss relationship.
    • Laurent Gagnebin
  • Rothschild & Co
    Monthly Market Summary

    Stimulus revives risk appetite

    Global equities moved higher by 2.3% in September (USD terms), while global government bonds returned 1.1% (USD, hedged terms).
  • Data centres - Cover (Web) 2.jpg
    Thematic Insights

    Data centres: the powerhouse fueling the digital age

    The global AI market is projected to hit $407B by 2027, growing at an annual rate of 35% until 2030. To support this surge, substantial investment in data centers is essential. The challenge? Ensuring sustainable energy and resource usage in AI infrastructure.
    • Eunice Harbeke
    • Laura Künlen
  • Rothschild & Co
    Monthly Market Summary

    August: a short-lived panic?

    Global equities moved higher by 2.5% in August (USD terms), while global government bonds returned 1.0% (USD, hedged terms).
  • Zoomed in image of a bank note for the Market Perspective cover
    Market Perspective

    Serious, not hopeless

    Global temperatures are rising. In this Market Perspective we reflect on some of the long-term economic questions raised by climate change. We examine its recent inflationary effect and some of the practical issues we encounter when trying to invest sustainably.
    • Kevin Gardiner
    • Victor Balfour
  • Rothschild & Co
    Monthly Market Summary

    The AI trade loses some steam

    Global equities moved higher by 1.6% in July (USD terms), while global government bonds returned 1.8% (USD, hedged terms).
  • Rothschild & Co
    Investment Views

    Behind the fencing mask

    As the 33rd Olympic Games kick off in Paris, we explore the experience of winning gold, high-stakes preparation, and retirement from sports through an interview with Britta Heidemann, the first female fencer to achieve the 'golden triple.'
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