Schroder & Co Bank AG | Schroders Private Bank
Origin of Schroder & Co Bank AG | Schroders Private Bank
Schroder & Co Bank AG was established 1967 in Zurich. The bank is a wholly-owned subsidiary of Schroder Wealth Limited Holding, London. Besides Zurich, the bank has a branch in Geneva. Schroders plc, the mother company of Schroder Wealth Limited Holding, London, was founded in 1804 and has a long banking history and tradition.
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Philosophy and Strategy
Schroder & Co is delivering high-quality services to its customers. The bank applies an open product architecture. Because Schroder & Co. doesn’t have to rely on off-the-shelf products, they can find the best possible products and services for their clients from different partners. To Schroder, wealth management means more than only managing client’s money. They provide them with comprehensive advice and show them the entire line of products and services of the bank. Schroder & Co Bank AG puts a high emphasis on sustainable investments. Environmental and social changes are happening very fast. Companies that can adapt will attract investors interest in the future.
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Services and Solutions
Schroder’s main business activities is investment management for domestic and foreign clients. They are also involved in credit operations, asset management, custodian and trustee business. Loans to customers are only granted with a collateral pledge. The bank has a very limited amount of proprietary trading. The trading is mainly done for the clients, in foreign exchange, securities and interest rate products. The services Schroder Bank & Co AG is offering, are discretionary portfolio management, advisory services and executions services.
The discretionary mandate is offered in three different strategies, cautious, balanced or growth. Advisory services, where the bank gives the customer advice and shows them Schroder’s products or selected third party products all depending on the client’s risk profile. If the customers want to make his own investment decision, Schroder is carrying out the administrative work.
Discretionary services are, active management of the portfolio following a predefined investment strategy, regular monitoring, review and discussion of the portfolio. The advisory means transaction advice, control of the risk profile and information on the portfolio structure and investment instruments. Order execution is account openings, custody, corporate actions, securities delivery, derivatives transactions, like futures and options, foreign exchange transactions and payments.
Credits are mainly Lombard loans and mortgages via third-party bank. Additional services include online services, art advisory, private equity administration. Schroder Investment Management (Switzerland) is covering the asset management. They focus on high-level performance and service. The strategies are alpha equity, absolute return, credit, multi-asset solutions, emerging markets and private assets.
Schroder offers various investment funds, like equity funds, fixed income funds, convertible bond funds, multi-asset funds, alternative funds and real estate funds. Liquid alternatives can be of value if the customer has concerns over low bond yields, high equity valuations and generally high volatility. Liquid alternatives have a lower correlation with the financial markets, and the investment technique is different from traditional funds. Schroder has excellent expertise in liquid alternative investments.
Risk Management
The Board of Directors has the responsibility of the overall risk of the bank, including the risk framework, the risk assessment, and the internal controls. They are reassessing the risk every year, especially the credit risk, the liquidity risk and the operational risk. The Board also approves the risk policy and has the responsibility of the supervision of the implementation. The implementation is done by the Executive Board. The ongoing monitoring and the risk management procedure are delegated to committees. The interest rate risk, the market, and the liquidity risk are monitored by the Asset & Liability Committee which also oversees the banks, custodians, and brokers. The Credit Committee and the Credit Department are monitoring the credit risk. The rates for collateral are predefined.
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Added-Value Services
Schroder & Co invested quite a lot of money in the Service Center and created an investment plan to boost its digital presence over the next five years. They make significant changes to their “eService” to increase the business in the future. Schroder introduces a new, more sophisticated advisory service to its clients in Switzerland. They very much appreciate this service, and therefore the bank wants to implement this service in other jurisdictions. The Service Center covers the securities administration, account, fund transfer and IT-services. Schroder Bank & Co AG is offering these Service Center services to other group companies.
Schroder & Co Bank AG | Schroders Private Bank – Facts & Figures
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| Address | Central 2, 8001 Zurich |
|---|---|
| Phone | +41 44 250 11 11 |
| Website | www.schroders.com |
| Year of foundation | 1967 |
| Subsidiaries | – |
| No. of employees | 250.6 |
| Rating | Schroder plc UK: Fitch A+ |
| Chairman | Peter Hall |
| CEO | Adrian Nösberger |
| Eligible Regulatory Capital | 151.486 m CHF |
| Tier 1 Ratio | 27.90 % |
| Leverage Exposure | 1.115 bn CHF |
| Leverage Ratio | 13.60 % |
| Liquidity Coverage Ratio | 459 % |
| Risk Weighted Assets | 543.488 m CHF |
| Loans outstanding | 202.265 m CHF |
| Assets under Management | 6.869 bn CHF |
| Assets under Management / Employees | 27.410 m CHF |
| Net profit | 2.709 m CHF |
| Net Profit / Employees | 10’810 CHF |
| Cost / Income Cost Ratio (CIR) | 94.78 % |
| Return on Equity | 1.75 % |
| Own structured products | Yes |
| Foreigners accepted | Yes |
| Presence abroad | Schroder plc UK: Europe, Middle East, Asia, Australia, Americas |
Source: Annual Report 2021
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