Rothschild & Co’s Swiss Wealth Management business wins ‘Best Private Bank for Succession Planning in Switzerland’ at Global Private Banking Awards 2026

The award recognises our enhanced succession planning solutions and services, which help clients navigate wealth transfer and intergenerational transition with greater confidence.

For more than 250 years, Rothschild & Co has advised families on the preservation and transfer of wealth across generations. As a family-controlled group now in its seventh generation, succession planning is both a client service and a core part of our own story. Our longevity as a family business gives us a unique, practical understanding of intergenerational dynamics, allowing us to support clients with both conviction and a long-term perspective.

Reflecting this expertise, succession planning remains a key strategic focus for our Wealth Management business in Switzerland. In recent years, we have strengthened our offering through enhanced wealth and pension planning capabilities, the acquisition of Tenalis AG to expand estate planning and succession services, the launch of a dedicated Art Services offering, and specialised NextGen education programmes that help to prepare future generations for the responsibilities of wealth ownership.

Together, these initiatives provide clients with a comprehensive and highly personalised succession planning offering. This holistic approach was recognised by the judges as a distinctive strength of our proposition.

Laurent Gagnebin, CEO of Rothschild & Co Wealth Management in Switzerland, comments:

“At the heart of effective succession planning lies the ability to balance continuity with change. As wealth passes from one generation to the next, families often face complex decisions that extend far beyond financial considerations. Supporting clients through these moments of transition has long been part of our heritage. We are honoured that this commitment has been recognised through this award.”

About the award

Organised by Professional Wealth Management (PWM) and The Banker, both part of the Financial Times group, the Global Private Banking Awards have recognised excellence in private banking and wealth management since 2009. The awards are judged by an international panel of industry experts, combining qualitative assessment with a rigorous analysis of key performance indicators. Their specialised focus makes them one of the industry's most respected and relevant distinctions.