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

  • Tariffs redux?

    Strategy Blog

    President Biden has raised tariffs on critical imports from China, following accusations of unfair trading practices. Falling trade barriers arguably helped foster previous spells of economic prosperity, so should investors be concerned at the return of tough tariffs?

  • Is the stock market's advance too narrow?

    Strategy Blog

    Much has been made of the ‘Magnificent Seven’ technology and AI companies that have boosted the US stock market, but should we be concerned about overconcentration? In this blog we delve into the history of major companies and ask how concentrated is too concentrated?

  • A conversation with the Director of The Rothschild Archive

    Perspectives podcast

    In the latest episode of Perspectives from Rothschild & Co, Laura Künlen and Melanie Aspey, Director of The Rothschild Archive, discuss the origins of the Archive, share captivating anecdotes about the family, and discuss how their values can offer inspiration and guidance for businesses and leaders in today's ever-changing world.

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