Wealth Management

Wealth management in Switzerland

As your trusted partner, we align your personal objectives with well-researched investment opportunities – giving you the clarity you want and the time to focus on what really matters to you.

What we offer

WEALTH MANAGEMENT

Wealth Management is about more than meeting short-term personal financial goals; it is the all-encompassing challenge of matching long-term financial planning with the demands of an individual’s lifestyle.

PERSONALISED SERVICES

Our personalised services are designed to complement your existing arrangements and deliver peace of mind. Diverse and varied, they are a way for us to ensure that every aspect of your wealth is looked after with care and attention.

ADDITIONAL SERVICES

Our additional services are carefully focused on meeting tailor-made needs as well as delivering added-value to our clients.

Downloads

DIALOGUE

Dialogue brings together analysis and insights from our team of investment specialists, as well as topical articles from external contributors.

SERVICE BROCHURE

Those who come to Schroders in Switzerland may expect anything but an ordinary banking establishment. Although Schroders plc, our mother company, is a publicly quoted, globally operating company, unlike most of its competitors, it still bears the stamp of the family who founded it in 1804.

WEALTH BRIEFING EUROPEAN AWARDS 2020

We are proud to have been awarded “Best International Clients Team” in the Wealth Briefing European award 2020 programme. A panel of independent judges with vast experience in Wealth Management were entrusted with analysing and deciding on which Wealth Managers deserve to be awarded the winner in the different categories. Marc Brodard, Head of Private Clients, Switzerland, explains what sets us apart from our peers. Click below to watch the interview.

Watch video

Latest insights

Contact a member of the team

To discuss your wealth management requirements, or to find out more about our services, please contact us.

Marc Brodard

Email Marc
+41 (0)22 818 41 24

The use of this site is subject to you having read and accepted our Important Information, which differ dependent on the website jurisdiction.

Issued by Schroder & Co Bank AG, regulated by FINMA, with registered head office at Central 2, 8001 Zurich and a branch in Geneva.

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