Client Corner
Latest news & information
Revised General Business Conditions and Data Protection Information
13.07.2023
The revised Swiss Data Protection Act (DPA) and the provisions in the new Swiss Data Protection Ordinance (DPO) will come into force on 1 September 2023 and shall ensure enhanced protection of personal data in the future. To reflect the latest regulatory and legal developments, Rothschild & Co Bank AG has adapted its Data Protection Information (DPI) and General Business Conditions (GBC). The changes to the GBC and comparison to the previous version can be found here: EN | DE | FR | ES
Information & conditions of our business relationship
Sustainable Investment Approach
Stewardship guidelines
SFDR – Pre-contractual disclosures
Private client lending
Fee Schedules
Advisory SERVICES term sheets
Swiss Bankers Association publications
Investment Questionnaire
Previous news & information
Revised Advisory Service levels and Fee Schedules
01.01.2023
Going further our Advisory Services will be offered in two service levels in order to best match your needs: Expert and Partner. Further information is available in the service term sheets and personally from your Client Adviser.
- In addition, revised fee schedules for Discretionary and Advisory services have been published, effective for new agreements as of 1st January 2023.
Financial Services Act (FinSA)
08.11.2021
On 1 January 2022, the Swiss Financial Services Act and its implementing ordinance (together "FinSA") will enter into force. As a Swiss financial service provider, Rothschild & Co Bank AG ("Bank") must comply with FinSA. FinSA aims to improve client protection and governs the contractual relationship between financial intermediaries and their clients for relevant services and financial products. Information duty of the Bank towards its retail clients is one of the main FinSA requirements which is already existing under EU law. The Bank has implemented a website where clients can directly access the relevant key information documents which provide risk and cost information associated with a specific investment.
For further information, please refer to the FinSA brochure below.
En | DE | Fr | ES
New stewardship guidelines
25.05.2021
Rothschild & Co considers responsible investing as an opportunity to take an active role in the successful transformation of industries towards a more sustainable future. Our new Stewardship Guidelines define our understanding of responsible investing by setting out the way we conduct our engagement and voting activities with the companies in which we invest through your discretionary management agreement with us.
Revised discretionary agreement
25.05.2021
En | DE | Fr | ES
Revised fee schedule
25.05.2021
Rothschild & Co Bank AG has published a revised fee schedule for discretionary mandates which will become effective as of 1 July 2021. Find below an overview of the latest adjustments:
EN | DE | FR | ES