Private Banking Switzerland

Our business

Protect and grow your wealth

Protect and grow your wealth

Our private banking activity takes a global view of your assets. The Rothschilds have been bankers and entrepreneurs for seven generations. They know how important it is to protect, grow and pass on a family’s assets and values to the next generation. However, wealth management also requires innovation and expertise.

We are a bank with a human touch. Personal relationships and objective, impartial and independent investment advice are at the heart of our model. Emmanuel Fievet CEO, Edmond de Rothschild (Suisse) S.A
emmanuel-fievet

General overview

The Edmond de Rothschild Group in Switzerland

A family-owned Group with strong values

The independence of our family-owned Group is the token of the alignment between our interests and those of our clients. As a committed player, we perpetuate the motto of the Rothschild family Concordia, Integritas, Industria throughout all our activities.

 

Our history in Switzerland

  • 1965 : Acquisition of la Banque Privée S.A., a Geneva-based establishment
  • 1968 : Opening of a branch in Lugano (Banque Privée S.A.)
  • 1969 : Launch of alternative multi management in Geneva
  • 1989 : ​Opening of a branch in Fribourg
  • 1997 : Baron Benjamin de Rothschild succeeds his father at the head of the Bank
  • 2015 : Ariane de Rothschild is appointed Chairwoman of the Group's Executive Committee. Opening of an office in Zurich

 

Our private banking strengths

  • A quality relationship & personalised solutions

    All of our wealth management advisors develop long-term, in-depth relationships with their clients. Your advisor is always available to answer any questions and find the best solutions to suit your needs. We are a bank with a human scale. This gives us flexibility and allows us to provide you with tailor-made solutions.

  • A complete service offering based on cutting edge expertise

    Wealth analysis and structuring, customised management, asset diversification, securities and open-architecture investment fund selection, mergers and acquisitions, real estate investments, artwork acquisition or philanthropy, are amongst the services that we provide. Our team members are all leading experts in their sector.

  • A highly innovative approach to grow your assets in combination with a well-managed risk

    Edmond de Rothschild staff are renowned for their agility and ability to innovate. They were alternative multi-management pioneers in 1969 and have launched many additional significant initiatives since then, for instance in private equity and infrastructure investment. In order to enhance your wealth, we offer creative solutions while paying close attention to the analysis and management of risk, both on financial and personal levels.

  • A strong family commitment, the guarantee of our independence and a sign of our focus on future generations

    As a family business, we benefit from the clear support of our shareholders. Their involvement in the bank's management was further reinforced with the appointment of Ariane de Rothschild as Chairwoman of the Group's Executive Committee in 2015. This commitment is key to our independence, an essential component of our long-term approach.

    We are very aware that succession is a critical time for every family. We help heirs prepare for the future. Taking our cue from the Rothschild family's history, we provide support to enable them to anticipate the challenges and responsibilities they will inherit.

  • The strength of our balance sheet

    With a capital ratio of 32% as of June 30, 2015, our balance sheet is one of the safest among all private banks in Switzerland. The protection of your wealth is at the heart of our objectives.

Our 360º approach

All family assets are different and each family is unique. This is why only a tailored approach can best meet your requirements. Thanks to his in-depth understanding of your needs, your private banking advisor can help you take the right decisions.

Our 360º approach enables us to envisage your overall situation. We are particularly attentive to your risk appetite. Our goal is to provide you with the best-suited tools and advice to protect and grow your assets.

Investment services

Efficiency and advice for you financial investments
Learn more

Wealth engineering

Structure tomorrow’s assets today
Learn more

Family Advisory

A generational transition is a critical time for every family.
Learn more

Occupational benefits

Solutions for the occupational benefits sector
Learn more

Financing and corporate solutions

Expertise for executive officers
Learn more

Exclusive services and opportunities

Access to a unique and innovative international network
Learn more

Edmond de Rothschild (Suisse) S.A.

Consolidated results as of December 31, 2015

  • CHF114.8 billion in Assets under Management
  • CHF123.8 million gross profit
  • CHF 56 million net result
  • 31% capital ratio as of December 31, 2015
/
Story

Wealth transfer: an important moment of truth

Interview of Catherine Motamedi, Head of Wealth Solutions Edmond de Rothschild (Suisse) S.A.
Organizing one's wealth transfer is as important as managing it appropriately. Planning one's succession by securing assets and preparing future heirs is essential to perpetuate family estate over time.
Learn more See all the Stories

Our offices

Geneva:

Rue de Hesse 18, 1204 Genève

Lausanne:

Avenue Agassiz 2, 1002 Lausanne

Fribourg:

Rue de Morat 11, 1700 Fribourg

Lugano: 

Via Ginevra 2, 6901 Lugano                       >> Visit our website

Zurich:

Beethovenstrasse 11, 8002 Zurich

 

Need more information?

Contact us

Edmond de Rothschild (Suisse) S.A.
18 rue de Hesse
1204 Genève
Switzerland


+ 41 58 818 91 11