Rothschild Bank AG Zürich Switzerland | Rothschild Private Bank
Origin of Rothschild Bank AG Zürich Switzerland | Rothschild Private Bank
Rothschild Bank was founded in 1968 in Zurich. The group consist of ten subsidiaries, Equitas SA, Geneva, Rothschild-Vermögensverwaltungs-GmbH, Frankfurt, Rothschild Wealth Management, Hong Kong, Rothschild Wealth Management, Singapore, Rothschild Trust (Schweiz) AG, Zurich, RTS Geneva SA, Rothschild Trust, Guernsey, Rothschild Trust Corporation, London, Rothschild Trust North America and Rothschild Trust, Singapore.
In April 2017 the Geneva subsidiary moved to new premises, and in July 2017 the bank acquired the Swiss subsidiary of the asset management division of the international Rothschild Group. In August 2017 a new subsidiary of Rothschild Global Advisory was established in Zurich. They are one of the leading providers of financial advisory services in Europe.
On July 18, 2018, Rothschild Bank is celebrating its 50th anniversary. The shareholders of the bank are members of the Rothschild family. The Rothschild group changed its accounting year to the full year. Therefore, the annual report 2017 shows only nine months from March 2017 to December 2017.
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Philosophy and Strategy
Rothschild Bank introduced a new investment approach called “Mosaique.” Mosaique is a top-down investment strategy and uses macroeconomic and market-specific trends to generate attractive returns. To meet the needs of existing customers and new clients, Rothschild Bank introduced a new service swiss residential mortgages.
Rothschild Bank extended it services not only to wealthy clients, families, and entrepreneurs but recently they offer the services also to institutional investors and businesses. The highest importance to Rothschild Bank is the client’s and their needs. The personal relationship between the portfolio manager and the client forms the foundation of successful capital growth. The philosophy of Rothschild Bank is to get involved in long-term solutions.
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Services and Solutions
Rothschild Bank is an independent bank specializing in asset management and wealth management services. Within the private banking, the facilities include portfolio management, management and safekeeping of precious metals and securities, currency trading, derivatives and secured lending. The wealth planning covers structures for the transfer and safeguarding of private wealth.
In asset management as well as in investment advisory Rothchild Bank uses the fundamental and financial analysis developed by experts within the Rothschild Group. The asset management offers innovative investment solutions designed according to the needs of the client. They are a multi-specialist asset manager advising institutional clients, financial intermediaries and external asset managers.
The Rothschild Global Advisory offers services in the field of M&A strategies, debt advisory, and restructuring and equity advisory. The equity advisory consists of IPOs, share issues, block trades, convertibles and spin-offs and demergers. The Global Advisory has its presence in over 40 countries worldwide. Subsidiaries of Rothschild Private Trust Holdings AG provide trust and corporate services.
The company holds several subsidiaries in jurisdictions which are specialized in the management and formation of trusts, corporate vehicles for private clients and foundations. The trading department supports the portfolio management. The execution is quick, and they process orders in foreign exchange, securities, investment funds, and derivative products. There are strict rules regarding the quality of collateral used for Lombard loans.
Risk Management
The Board of Directors of Rothschild Bank applies an active and prudent approach to risk. The Board is responsible for the risk policy. The risk policy is continuously monitored, and necessary steps are taken if the situation demands it. The implementation of the risk policy is a matter of the Executive Committee. The credit risk covers the potential loss arising from the insolvency of a counterparty or a client.
The Board of Directors implements clear guidelines for loanable values and the collateral. The liquidity risk covers the possible failure of the bank not being able to meet their payments obligations. The market risk covers chances in the financial markets. The operational risk includes the possibility of system failure, personal mistakes or failure of internal procedures. Other risks are the reputation risk, and the legal and compliance risk.
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Added-Value Services
Rothschild Bank put great emphasis on expanding its IT-systems with new digital tools. This development enables the bank to improve the service and the quality and meet the latest regulatory requirements. Rothschild Bank received several awards, like in 2017 the award from Bilanz as “Best Private Bank in Switzerland.” The Assets under Management in the whole group are 30.28 bn CHF.
Rothschild Bank AG Zürich Switzerland | Rothschild Private Bank – Facts & Figures
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| Address | Zollikerstrasse 181, 8034 Zurich |
|---|---|
| Phone | +41 44 384 71 11 |
| Website | www.rothschild.com |
| Year of foundation | 1968 |
| Subsidiaries | 3 |
| No. of employees | 358 |
| Rating | – |
| Chairman | Gary Powell |
| CEO | Laurent Gagnebin |
| Eligible Regulatory Capital | 247.255 m CHF |
| Tier 1 Ratio | 19.05 % |
| Leverage Exposure | 5.730 bn CHF |
| Leverage Ratio | 4.30 % |
| Liquidity Coverage Ratio | 128 % |
| Risk Weighted Assets | 1.298 bn CHF |
| Loans outstanding | 1.887 bn CHF |
| Assets under Management | 31.376 bn CHF |
| Assets under Management / Employees | 87.642 m CHF |
| Net profit | 92.073 m CHF |
| Net Profit / Employees | 257’187 CHF |
| Cost / Income Cost Ratio (CIR) | 77.71 % |
| Return on Equity | 27.25 % |
| Own structured products | No |
| Foreigners accepted | Yes |
| Presence abroad | Germany, Spain, Luxembourg |
Source: Annual Report 2021
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