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."
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.
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.
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.
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.
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.
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.
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.
Efficiency and advice for you financial investments
Structure tomorrow’s assets today
A generational transition is a critical time for every family.
Solutions for the occupational benefits sector
Expertise for executive officers
Access to a unique and innovative international network
Interview of Catherine Motamedi, Head of Wealth Solutions Edmond de Rothschild (Suisse) S.A.
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Rue de Morat 11, 1700 Fribourg
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Beethovenstrasse 11, 8002 Zurich