Wealth Management
2021 Half-Year Review
5 July 2021
In this update from our CEO, CIO and Global Investment Strategist we summarise a half year which has required patience, tactical positioning and a long-term perspective in order to ensure positive returns in portfolios. For the password to watch this video, please contact your client adviser.
2020 Review: Discretionary Review
11 January 2021
2020 has been described as a decade in 12 months. Looking back at an extraordinary year, we bring you a portfolio management update from our CEO and Head of Portfolio Management with a review of performance and contribution. For the password to watch this video and further information, please do not hesitate to contact your client adviser.
2020 Review: Advisory Update
11 December 2020
In our end-of-year 2020 Review, we discuss with our Head of Advisory how our top-conviction stocks performed this year, which aspects of our tactical asset allocation delivered value, how our thematic investment ideas performed and how we are continuing to integrate environmental, social and governance factors in to the way we select securities. For further information on any of the ideas discussed in this video, please contact your client adviser to discuss their suitability.
Autumn Investment Webinar
1 October 2020
In an unprecedented year for investors, we are delighted to hold our Autumn Investment Webinar. With updates from our CEO and CIO, we will also hold a special Industry Insights talk on a defining topic of 2020 – the fight against Covid-19 – with guest speakers Dr. Bruno Eschli, Investor Relations Officer at Roche Pharma (Schweiz) AG, and Simon Baker, Head of Global Biopharma Research at Redburn.
Half-Year Review 2020: Advisory Update
10 July 2020
In this video-podcast, we discuss a complex 1st half of 2020 for global investors, explore the outlook for the 2nd half of the year and discuss what strategies we deployed for Advisory clients – such as what companies, sectors and themes we identified as best placed for a challenging market environment – and what we will focus on as we look ahead.
Half-Year Review 2020: Investment Update
2 July 2020
Extraordinary times call for extraordinary measures. In this video-podcast for discretionary clients, we uncover the drivers of performance, explore the outlook for the 2nd half of 2020 as well as the reasons why portfolios have been shielded from the worst of 2020's equity market volatility so far this year.
1st Quarter Review: Investment Update
9 April 2020
In a quarter which saw the fastest bear market in history and the worst quarter for equity market returns since the 2008 financial crisis, we bring you the latest views from our CIO at Rothschild & Co's Wealth Management business in Switzerland.
Covid-19: Advisory Update
27 March 2020
In response to the financial and economic impact of Covid-19, we have interviewed for Advisory Clients our Head of Investment & Portfolio Advisory Switzerland, Erdinç Benli. In this video-podcast, we discuss the new market dynamic caused in large by the pandemic, changing consumption patterns, and what attributes those companies least affected by the outbreak - and the response to combat it - have in common.
For further insights, please also watch our update from our CIO, Dr Carlos Mejia, listen to our latest Strategy Podcast and read our Market Perspective; This too shall pass.
These videos are produced by Rothschild & Co Bank AG, Zollikerstrasse 181, 8034 Zurich, for information purposes only. They do not constitute a personal recommendation, an advice, an offer or an invitation to buy or sell securities or any other banking or investment product. Nothing in these videos constitutes legal, accounting or tax advice.
Although the information and data herein are obtained from sources believed to be reliable, no representation or warranty, expressed or implied, is or will be made and, save in the case of fraud, no responsibility or liability is or will be accepted by Rothschild & Co Bank AG as to or in relation to the fairness, accuracy or completeness of these videos or the information forming the basis of these videos or for any reliance placed on this video by any person whatsoever. In particular, no representation or warranty is given as to the achievement or reasonableness of any future projections, targets, estimates or forecasts contained in these videos.
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