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Wealth Insights Switzerland & Germany

Swift and insightful communications underpinned our business's success in the early 1800's, an advantage we used for the benefit of our clients. Now in the seventh generation of family control, this rich history of correspondence continues.

 

Our Investment Approach

Presenting our thinking and commitment when managing your wealth, Our Investment Approach details how our two investment philosophies: market-focused (Mosaique), and company-focused (New Court), are designed to help achieve our clients' goals.

Asset allocation

In our latest edition of Mosaique Views we explain our current positioning by asset class, region, sector and currencies including the reasoning behind our investment decisions.

A long-term mindset

In the latest edition of our tri-annual Mosaique Insights publication, experts from our Zurich, Geneva, Frankfurt and London offices as well as colleagues at equity research house Redburn discuss some of the enduring drivers of change in the way we preserve and manage wealth today.

Video-podcasts

From market updates from our CIO to breaking down investment themes with our Head of Advisory, these short and understandable Video-podcasts offer engaging insights into today's most pressing financial topics.

 

Macroeconomic views

Our latest Market Perspective, written by Global Investment Strategist Kevin Gardiner, makes sense of the current macroeconomic environment and reflects on what it means for our clients' portfolios.

Strategy

Through our Strategy podcast and Strategy blog, our global investment strategists offer analyses, ideas and opinions on the latest market and macroeconomic data, and what these mean for our strategic portfolio positioning.

 

Subscribe and stay

From downloading your morning news journal, leasing cars and paying for the monthly gym membership, to streaming your favourite TV series at the end of day, subscription models are a ubiquitous part of modern living. In our latest Instant Insights we discuss why these pricing models have become so popular.

Challenging the challengers

In this Investment Views and Podcast interview we ask ourselves what the emergence of challenger banks mean for established banks, how banks are responding to the Covid-19 crisis and how we at Rothschild & Co Wealth Management Switzerland stand on investing in challenger banks today.

Monthly Market Summary

Our Monthly Market Summary covers the key events across the major regions and asset classes to give a compact yet comprehensive review of the past month.

Market Perspective

Subscribe to receive regular editions of our Market Perspective via the button below.

How can we help you?

Please contact us if you have any questions, we look forward to hearing from you.