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

  • Predominio del optimismo en el mercado bursátil en marzo

    Insights

    La renta variable mundial mantuvo su tendencia al alza, al subir un 3,1% en marzo (en dólares estadounidenses). Por su parte, la deuda pública se incrementó también en un 0,7% (en USD, con cobertura).

  • The next generation's philanthropic shift

    Investment Views

    The Next Generation represents a dynamic force, especially in the realm of philanthropy, where innovative approaches are essential for driving positive transformations. Find out what is next for philanthropy.

  • Private debt as an alternative to bank financing

    Private markets

    Today, private debt has become a must-have alternative to bank loans for intermediate-size companies, and especially those interested in consolidating their market position and needing to use their cash to fund acquisitions.