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Wealth Management Switzerland

Taking care of wealth across generations means always making time for our clients.

A track record you can trust

For over 200 years, our founding family has preserved its wealth through partnership and an unwavering client alignment. Our Swiss private bank proudly continues this legacy by investing all the time needed to foster lasting relationships.

 

Our core competencies

Wealth management services designed for your unique financial goals and aspirations. 

Investing

We tailor our investment approach to your needs, offering portfolio management, advisory services and alternative assets.

Wealth planning

Reaching your financial goals takes careful planning. We support you every step of the way.

Banking & financing

We offer a range of banking and financing solutions, from deposit accounts to Lombard loans and mortgages.

We design our solutions for

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    Executives

    Preserve and grow your capital with tailored investment strategies and wealth solutions designed for executive priorities.

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    Entrepreneurs

    Whether the goal is growth or financial planning after a sale, our experts can help you find the right solution for you and your business at every stage.

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    Families

    Seven generations in, we understand the demands of intergenerational wealth and can advise you on investment structures, succession planning and the best way to preserve, grow and pass on your wealth.

OUR SWISS PRIVATE BANK IN NUMBERS

 

7th

generation of family ownership

 

 

since 1968

in Switzerland

 

 

23 % 

common equity tier 1 ratio*

 

* Figure as of 31.12.2025.

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The Rothschild & Co Switzerland Art Collection

More than banking

We have a long history of championing the arts. Our support continues with rotating exhibitions in our Swiss offices to showcase the work of new and established artists.