Rothschild & Co further expands its Wealth Management presence in German-speaking Switzerland, creating an additional Onshore Wealth Management team in Zurich

Courtyard of Rothschild & Co's Zurich office, with green plants and a metal sculpture

Rothschild & Co has recruited six additional relationship managers for its Zurich office, investing in and significantly expanding its client service capacity in this important location. The move comes after Andreas Feller’s appointment to Rothschild & Co as Head of Swiss Onshore Zurich and Deputy Head of Private Banking Zurich earlier in the year. It also follows the successful acquisition and integration of Banque Pâris Bertrand last year, which strengthened Rothschild & Co’s position in the French-speaking Swiss Wealth Management market.

Aaron Keller joins Rothschild & Co as the Head of the new Swiss Onshore Zurich Executive & Entrepreneurs team, which will focus on high-net-worth family executives and entrepreneurs in the greater Zurich area. Most recently, he was Head Entrepreneurs & Executives at Credit Suisse, leading the Greater Zurich region. Prior to that, he was a client advisor at both Rahn + Bodmer Co and UBS. Keller holds a Bachelor in Finance & Banking from the Lucerne School of Economics and an Executive MBA from the University of St. Gallen.

He is joined in the same team by four senior client advisors who are experienced in advising families with complex wealth situations and entrepreneurs.

Additionally, Ueli Gnos joins another of Rothschild & Co's existing Swiss Onshore Zurich Wealth Management teams. He was previously a senior relationship manager at Bergos Private Bank.

Commenting on the new hires, Andreas Feller, Head of Swiss Onshore Zurich, said: "We are pursuing a clear growth strategy in Zurich. These new hires will help us to better position our distinctive offering in the market and significantly expand our presence. The new team will also work closely with our Global Advisory and Merchant Banking divisions to provide high net worth individuals with access to business succession, financing, private equity and M&A services. We are very excited about the high calibre of these individuals and are convinced that they will make an important contribution in accelerating our growth in German-speaking Switzerland.

- ENDS -

For further information:

Wealth Management, Rothschild & Co
Kilian Borter / Philippe Welti
Tel: +41 (0)44 295 90 73
Tel: +41 (0)44 295 90 72
kilian.borter@open-up.ch
philippe.welti@open-up.ch

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.3 800 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.  

Wealth Management offers its clients an objective long-term perspective on investing, structuring and safeguarding assets, to help them preserve and grow their wealth. Asset Management offers innovative investment solutions in a variety of asset classes, designed around the needs of each and every client. We serve a diverse client base from our European offices in France (Paris, Marseille, Lyon, Bordeaux, Toulouse, Aix-en-Provence), United Kingdom and Channel Islands (London, Guernsey, Manchester, Birmingham, Leeds), Switzerland (Zurich, Geneva), Germany (Frankfurt, Düsseldorf), Belgium (Brussels), Italy (Milan), Spain (Madrid), Luxembourg and Monaco as well as from our US office in New York. Wealth and Asset Management assets total some €100 billion.

Read more articles

  • Monthly Market Summary: January 2023

    Insights

    Capital markets experienced their strongest January gains in years. Moderating inflation, easing energy prices and expectations of a slowing tightening cycle, particulary in the US, buoyed both stock and bond markets.

  • Portfolio Management and Rising Rates

    Investment / strategy

    Over the span of just a few months, we witnessed a spectacular rise in interest rates. This historical increase took place against the backdrop of a radical shift in monetary policies, as the central banks, with the Federal Reserve in the lead, have made the fight against the return of runaway inflation their priority. In this environment, portfolio management strategies need to adapt, in particular by seeking new avenues of diversification and some opportunities.

  • Strategy blog: UK mortgage rates

    Insights

    After recent record low interest rates, variable and fixed mortgage rates are surging to levels not seen since the Global Financial Crisis. In this Strategy Blog, we consider whether fixed or variable is the better option in the ever-evolving economic environment.

  • Rothschild & Co expands wealth management pension offering and strengthens team in Zurich

    Press releases

    Rothschild & Co will enter into a strategic partnership with pension consulting firm, PensExpert AG. Dr Thomas Bamert will join Rothschild & Co in Zurich as Head of Wealth and Pension Planning, Switzerland.

  • Thematic Insights: The Silver Economy

    Insights

    According to the World Bank, average global life expectancy shot up from 65 in the early 1990s to 73 in 2020. This brings about several opportunities for economic development. What does this mean for investors? And how can one capture returns in a market set for profound changes?

  • Rothschild & Co’s Wealth Management business in Israel expands with three key hires

    Press releases

    Following the launch of a new representative office in Israel for its Wealth Management business in August 2022, Rothschild & Co has hired three new Client Advisers to expand its local team - Oren Shapira, Noah Gordon and Rotem Grinfeld.