Rothschild & Co’s Wealth Management business recognised for supporting wealthy international customers
Rothschild & Co’s Wealth Management business was named the ‘Best High Net-Worth Team for International Clients’ at this year’s WealthBriefing Swiss Awards. The jury highlighted the Rothschild & Co brand’s excellent reputation and particular ability, as a seventh-generation family-run company, to understand the complex financial situation and resulting challenges of family businesses. In addition, the consistently long-term perspective and highly transparent nature of its investment advice stood out. Lastly, the jury emphasised the excellent investment performance and high level of asset management mandates, testifying to the high degree of trust that clients place in them.
As an independent banking group, Rothschild & Co offers its clients a long-term investment perspective, free of conflicts of interest. Based on the group's broad network and expertise, this creates unique investment opportunities for customers in the areas of, for example, venture capital and start-ups or private equity.
According to Laurent Gagnebin, the CEO of Rothschild & Co’s Wealth Management business in Switzerland: “Our long-term perspective and the very close personal relationships with our customers have paid off, especially during the pandemic. Despite not being able to meet in person, our client advisers, who are usually entrusted with around 25 clients, were able to invest a lot of time in their portfolios. This, together with a far above-average investment performance, has further strengthened our client relationships.”
WealthBriefing is a network of news portals for the wealth management industry. The annual awards are presented to banks and asset managers who have achieved extraordinary achievements, setting industry standards. The renowned WealthBriefing Awards were presented for the ninth time in Switzerland this year.
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Wealth Management, Rothschild & Co
Kilian Borter / Evelyn Reusser
Tel: +41 (0)44 295 90 73 /+41 (0)44 295 90 48
About Rothschild & Co, Wealth Management
Rothschild & Co is family-controlled and independent and has been at the centre of the world’s financial markets for over 200 years. With a team of c.3 600 talented financial services specialists on the ground in over 40 countries, Rothschild & Co’s integrated global network of trusted professionals provide in-depth market intelligence and effective long-term solutions for our clients in Global Advisory, Wealth & Asset Management, and Merchant Banking.
Rothschild & Co’s Wealth Management business provides investment management services to a wide range of families, entrepreneurs, charities and foundations. The Rothschilds are one of the few families to have successfully preserved their wealth over seven generations, so we understand the issues wealth owners must address. We believe preservation first is the right approach to managing wealth and our distinct, long-term perspective sets us apart, making us a secure home for their assets. Wealth & Asset Management offices are in Aix-en-Provence, Birmingham, Bordeaux, Brussels, Dusseldorf, Frankfurt, Geneva, Grenoble, Guernsey, Leeds, London, Madrid, Manchester, Marseille, Milan, Monaco, New York, Paris, Toulouse and Zurich. Wealth & Asset Management assets total more than €95 billion across the group.