Wealth Management - Switzerland

One of Switzerland's leading private banks

For over 200 years, Rothschild & Co has been helping its clients worldwide to preserve and grow their wealth

We attach great importance to personal advice combined with a modern digital infrastructure. Our client advisers typically serve fewer than 30 clients, often families and entrepreneurs, to ensure they have enough time to look after their assets in detail. 

Your trusted wealth partner

With a holistic approach to wealth management, we offer a wide range of asset services and investment solutions, precisely tailored to your situation and financial needs.

Our Services

Our investment and banking offering

Invest

We take time to understand your personal circumstances, identify your priorities and define your investment strategy.

Structure

Because every investor's goals are unique, our range of complementary services help you structure your wealth and plan for the future.

Finance

Opportunities can present themselves at every corner. Our financing solutions let you keep your options open and realize your goals.

Align your investments with your values

Sustainable investing

We believe that the consideration of environmental, social and governance characteristics of companies in your investment decisions is an opportunity to achieve long-term profitability and a lasting impact. We assist you in playing an active role in the successful transformation of industries towards a more sustainable and equitable future.

INSIGHTS

Discover our latest insights on market trends, companies and macroeconomic shifts

  • The US consumer: mixed signals

    Strategy Blog

    Should we give US consumer spending the benefit of the doubt? Real wage growth has continued while rising interest rates have not affected all households in a consistent way. In this strategy blog we take a look at the health of the US consumer market.

  • Is small beautiful again?

    Strategy Blog

    Large companies have typically offered far more attractive returns than their smaller counterparts, but that has changed recently. What’s behind the reversal? In this strategy blog we examine the reasons behind the switch and whether this trend is likely to continue.

  • A mid-year review with our CIO and Global Investment Strategist

    Perspectives podcast

    A mid-year review on the main macroeconomic developments and how our strategies have perfomed with our CIO Dr. Carlos Mejia and Global Investment Strategist Kevin Gardiner.

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